EPSTEIN BECKER & GREEN, P.C. has sponsored the creation of one or more 401k plans.
Additional information about EPSTEIN BECKER & GREEN, P.C.
Submission information for form 5500 for 401k plan EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN
401k plan membership statisitcs for EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN
Measure | Date | Value |
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2022 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-5,580,995 |
Total of all expenses incurred | 2022-12-31 | $3,069,420 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $31,814,357 |
Value of total assets at beginning of year | 2022-12-31 | $40,464,772 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $41,804 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $544,100 |
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 |
Contributions received from participants | 2022-12-31 | $2,128,589 |
Participant contributions at end of year | 2022-12-31 | $204,342 |
Participant contributions at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $1,135 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $29 |
Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | 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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $18,036,158 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $34,332,068 |
Interest on participant loans | 2022-12-31 | $11,716 |
Interest earned on other investments | 2022-12-31 | $29,807 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $12,032,918 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $4,332,139 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,539,804 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $-1,964,705 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $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 2520.101-3 | 2022-12-31 | No |
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 |
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. ASSOCIATES' SAVINGS PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $7,953,717 |
Total of all expenses incurred | 2021-12-31 | $2,692,273 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $40,464,772 |
Value of total assets at beginning of year | 2021-12-31 | $35,203,328 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $52,231 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $716,214 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,868,767 |
Participant contributions at end of year | 2021-12-31 | $254,811 |
Participant contributions at beginning of year | 2021-12-31 | $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 year | 2021-12-31 | $29 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $50 |
Other income not declared elsewhere | 2021-12-31 | $2,674 |
Administrative expenses (other) incurred | 2021-12-31 | $52,231 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | 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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $34,332,068 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $33,347,059 |
Interest on participant loans | 2021-12-31 | $10,999 |
Interest earned on other investments | 2021-12-31 | $29,521 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $4,332,139 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,545,725 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $-46,991 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $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 2520.101-3 | 2021-12-31 | No |
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 |
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. ASSOCIATES' SAVINGS PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $6,545,570 |
Total of all expenses incurred | 2020-12-31 | $982,601 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $35,203,328 |
Value of total assets at beginning of year | 2020-12-31 | $29,640,359 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $32,294 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $461,844 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,650,825 |
Participant contributions at end of year | 2020-12-31 | $276,251 |
Participant contributions at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $50 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $70 |
Administrative expenses (other) incurred | 2020-12-31 | $32,294 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | 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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $33,347,059 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $29,454,891 |
Interest on participant loans | 2020-12-31 | $10,990 |
Interest earned on other investments | 2020-12-31 | $8,378 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $61 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $61 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,579,968 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $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 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 | $31,072 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $950,307 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
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 |
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. ASSOCIATES' SAVINGS PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $7,520,942 |
Total of all expenses incurred | 2019-12-31 | $1,288,337 |
Total of all expenses incurred | 2019-12-31 | $1,288,337 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $29,640,359 |
Value of total assets at end of year | 2019-12-31 | $29,640,359 |
Value of total assets at beginning of year | 2019-12-31 | $23,407,754 |
Value of total assets at beginning of year | 2019-12-31 | $23,407,754 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $40,746 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $40,746 |
Total interest from all sources | 2019-12-31 | $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 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 | $534,393 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,595,755 |
Contributions received from participants | 2019-12-31 | $1,595,755 |
Participant contributions at end of year | 2019-12-31 | $180,220 |
Participant contributions at end of year | 2019-12-31 | $180,220 |
Participant contributions at beginning of year | 2019-12-31 | $147,472 |
Participant contributions at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $70 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $70 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $88 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $88 |
Administrative expenses (other) incurred | 2019-12-31 | $40,746 |
Administrative expenses (other) incurred | 2019-12-31 | $40,746 |
Total non interest bearing cash at end of year | 2019-12-31 | $5,117 |
Total non interest bearing cash at end of year | 2019-12-31 | $5,117 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $3,060 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 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 | $6,232,605 |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | 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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $29,454,891 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $29,454,891 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $23,257,073 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $23,257,073 |
Interest on participant loans | 2019-12-31 | $9,064 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $61 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $61 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $61 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $61 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $61 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $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 2520.101-3 | 2019-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
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 |
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. ASSOCIATES' SAVINGS PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $134,434 |
Total of all expenses incurred | 2018-12-31 | $926,001 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $883,594 |
Value of total corrective distributions | 2018-12-31 | $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 year | 2018-12-31 | $23,407,754 |
Value of total assets at beginning of year | 2018-12-31 | $24,199,321 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $41,600 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $427,235 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,495,597 |
Participant contributions at end of year | 2018-12-31 | $147,472 |
Participant contributions at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $88 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $37 |
Administrative expenses (other) incurred | 2018-12-31 | $41,600 |
Total non interest bearing cash at end of year | 2018-12-31 | $3,060 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | 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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $23,257,073 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $24,083,001 |
Interest on participant loans | 2018-12-31 | $7,050 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $61 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $61 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $883,594 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
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 |
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. ASSOCIATES' SAVINGS PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $5,092,874 |
Total of all expenses incurred | 2017-12-31 | $1,141,204 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $24,199,321 |
Value of total assets at beginning of year | 2017-12-31 | $20,247,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $36,115 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $370,921 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,254,566 |
Participant contributions at end of year | 2017-12-31 | $111,227 |
Participant contributions at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $37 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $4,659 |
Administrative expenses (other) incurred | 2017-12-31 | $36,115 |
Total non interest bearing cash at end of year | 2017-12-31 | $4,995 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | 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 | $24,083,001 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $20,103,502 |
Interest on participant loans | 2017-12-31 | $4,623 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $61 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $61 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $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 2520.101-3 | 2017-12-31 | No |
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 |
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. ASSOCIATES' SAVINGS PLAN 2016 401k financial data |
---|
Total transfer of assets to this plan | 2016-12-31 | $23,177 |
Total income from all sources (including contributions) | 2016-12-31 | $2,683,933 |
Total of all expenses incurred | 2016-12-31 | $1,360,116 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $20,247,651 |
Value of total assets at beginning of year | 2016-12-31 | $18,900,657 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $31,783 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $312,483 |
Administrative expenses professional fees incurred | 2016-12-31 | $83 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,051,686 |
Participant contributions at end of year | 2016-12-31 | $136,608 |
Participant contributions at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $4,659 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $49 |
Administrative expenses (other) incurred | 2016-12-31 | $31,700 |
Total non interest bearing cash at end of year | 2016-12-31 | $2,821 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $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 | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | 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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $20,103,502 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $18,726,797 |
Interest on participant loans | 2016-12-31 | $6,092 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $61 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $61 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $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 2520.101-3 | 2016-12-31 | No |
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 |
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. ASSOCIATES' SAVINGS PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $1,025,643 |
Total of all expenses incurred | 2015-12-31 | $1,948,364 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $18,900,657 |
Value of total assets at beginning of year | 2015-12-31 | $19,823,378 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $34,510 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $312,180 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $922,547 |
Participant contributions at end of year | 2015-12-31 | $173,750 |
Participant contributions at beginning of year | 2015-12-31 | $164,658 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $49 |
Administrative expenses (other) incurred | 2015-12-31 | $34,510 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $47 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | 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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $18,726,797 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $19,658,557 |
Interest on participant loans | 2015-12-31 | $7,849 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $61 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $116 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,913,854 |
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 |
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. ASSOCIATES' SAVINGS PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $2,236,958 |
Total of all expenses incurred | 2014-12-31 | $2,086,551 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $19,823,378 |
Value of total assets at beginning of year | 2014-12-31 | $19,672,971 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $38,035 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $474,328 |
Administrative expenses professional fees incurred | 2014-12-31 | $18,000 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $867,225 |
Participant contributions at end of year | 2014-12-31 | $164,658 |
Participant contributions at beginning of year | 2014-12-31 | $211,723 |
Administrative expenses (other) incurred | 2014-12-31 | $20,035 |
Total non interest bearing cash at end of year | 2014-12-31 | $47 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | 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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $19,658,557 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $19,451,704 |
Interest on participant loans | 2014-12-31 | $8,968 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $116 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $7,115 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $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 2520.101-3 | 2014-12-31 | No |
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 |
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. ASSOCIATES' SAVINGS PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $4,780,218 |
Total of all expenses incurred | 2013-12-31 | $1,697,243 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $19,672,971 |
Value of total assets at beginning of year | 2013-12-31 | $16,589,996 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $22,243 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $336,782 |
Administrative expenses professional fees incurred | 2013-12-31 | $21,000 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,038,040 |
Participant contributions at end of year | 2013-12-31 | $211,723 |
Participant contributions at beginning of year | 2013-12-31 | $248,356 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $121,590 |
Administrative expenses (other) incurred | 2013-12-31 | $1,243 |
Total non interest bearing cash at end of year | 2013-12-31 | $2,429 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | 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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $19,451,704 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $16,315,771 |
Interest on participant loans | 2013-12-31 | $9,063 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $7,115 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $7,115 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 assets | 2013-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $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 2520.101-3 | 2013-12-31 | No |
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 |
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. ASSOCIATES' SAVINGS PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $2,987,421 |
Total of all expenses incurred | 2012-12-31 | $1,424,051 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $16,589,996 |
Value of total assets at beginning of year | 2012-12-31 | $15,026,626 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,178 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $301,856 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,089,900 |
Participant contributions at end of year | 2012-12-31 | $248,356 |
Participant contributions at beginning of year | 2012-12-31 | $170,043 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $12,859 |
Administrative expenses (other) incurred | 2012-12-31 | $1,178 |
Total non interest bearing cash at end of year | 2012-12-31 | $18,754 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | 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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $16,315,771 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $14,839,312 |
Interest on participant loans | 2012-12-31 | $8,196 |
Interest earned on other investments | 2012-12-31 | $1 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $7,115 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $7,114 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $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 2520.101-3 | 2012-12-31 | No |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2012-12-31 | 130436940 |
2011 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $844,884 |
Total of all expenses incurred | 2011-12-31 | $1,811,536 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $15,026,626 |
Value of total assets at beginning of year | 2011-12-31 | $15,993,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $28,045 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $197,618 |
Administrative expenses professional fees incurred | 2011-12-31 | $27,000 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,142,479 |
Participant contributions at end of year | 2011-12-31 | $170,043 |
Participant contributions at beginning of year | 2011-12-31 | $222,116 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $94,548 |
Administrative expenses (other) incurred | 2011-12-31 | $1,045 |
Total non interest bearing cash at end of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | 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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $14,839,312 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $15,737,766 |
Interest on participant loans | 2011-12-31 | $7,727 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $7,114 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $33,396 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $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 2520.101-3 | 2011-12-31 | No |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2011-12-31 | 130436940 |
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 incurred | 2010-12-31 | $1,459,780 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $15,993,278 |
Value of total assets at beginning of year | 2010-12-31 | $14,003,378 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,028 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $226,840 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,396,441 |
Participant contributions at end of year | 2010-12-31 | $222,116 |
Participant contributions at beginning of year | 2010-12-31 | $190,893 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $108,873 |
Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | 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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $15,737,766 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $13,788,570 |
Interest on participant loans | 2010-12-31 | $8,185 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $33,396 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $23,915 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $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 2520.101-3 | 2010-12-31 | No |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2010-12-31 | 130436940 |
2009 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |