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. 401(K) RETIREMENT SAVINGS PLAN
401k plan membership statisitcs for EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2022 : EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-11,028,612 |
Total of all expenses incurred | 2022-12-31 | $8,845,087 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,699,408 |
Value of total corrective distributions | 2022-12-31 | $2,196 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,152,174 |
Value of total assets at end of year | 2022-12-31 | $98,327,124 |
Value of total assets at beginning of year | 2022-12-31 | $118,200,823 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $143,483 |
Total interest from all sources | 2022-12-31 | $346,737 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,456,952 |
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 | $1,456,952 |
Administrative expenses professional fees incurred | 2022-12-31 | $27,000 |
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 | $5,571,574 |
Participant contributions at end of year | 2022-12-31 | $1,176,402 |
Participant contributions at beginning of year | 2022-12-31 | $1,289,696 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,487,190 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,488 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $767 |
Administrative expenses (other) incurred | 2022-12-31 | $116,483 |
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 | $-19,873,699 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $98,327,124 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $118,200,823 |
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 | $52,819,264 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $91,340,645 |
Interest on participant loans | 2022-12-31 | $59,287 |
Interest earned on other investments | 2022-12-31 | $287,450 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $29,168,237 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $9,968,203 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $15,161,733 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $15,601,512 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-16,434,302 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-4,550,173 |
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 |
Contributions received in cash from employer | 2022-12-31 | $1,093,410 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,699,408 |
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. 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $21,062,431 |
Total of all expenses incurred | 2021-12-31 | $7,109,337 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,928,257 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $7,285,044 |
Value of total assets at end of year | 2021-12-31 | $118,200,823 |
Value of total assets at beginning of year | 2021-12-31 | $104,247,729 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $181,080 |
Total interest from all sources | 2021-12-31 | $360,267 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,943,744 |
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 | $1,943,744 |
Administrative expenses professional fees incurred | 2021-12-31 | $27,000 |
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 | $5,242,781 |
Participant contributions at end of year | 2021-12-31 | $1,289,696 |
Participant contributions at beginning of year | 2021-12-31 | $1,493,150 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $899,988 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $767 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $5,247 |
Other income not declared elsewhere | 2021-12-31 | $14,736 |
Administrative expenses (other) incurred | 2021-12-31 | $154,080 |
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 | $13,953,094 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $118,200,823 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $104,247,729 |
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 | $91,340,645 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $87,768,472 |
Interest on participant loans | 2021-12-31 | $71,723 |
Interest earned on other investments | 2021-12-31 | $288,544 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $9,968,203 |
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 | $15,601,512 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $14,980,860 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $11,560,093 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $-101,453 |
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 |
Contributions received in cash from employer | 2021-12-31 | $1,142,275 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,928,257 |
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. 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $18,445,950 |
Total of all expenses incurred | 2020-12-31 | $4,860,540 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,720,919 |
Value of total corrective distributions | 2020-12-31 | $1,435 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,726,090 |
Value of total assets at end of year | 2020-12-31 | $104,247,729 |
Value of total assets at beginning of year | 2020-12-31 | $90,662,319 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $138,186 |
Total interest from all sources | 2020-12-31 | $158,063 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,477,989 |
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 | $1,477,989 |
Administrative expenses professional fees incurred | 2020-12-31 | $34,965 |
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 | $4,812,593 |
Participant contributions at end of year | 2020-12-31 | $1,493,150 |
Participant contributions at beginning of year | 2020-12-31 | $1,602,521 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $859,389 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $5,247 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $452 |
Administrative expenses (other) incurred | 2020-12-31 | $103,221 |
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 | $55,916 |
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 | $13,585,410 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $104,247,729 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $90,662,319 |
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 | $87,768,472 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $88,944,095 |
Interest on participant loans | 2020-12-31 | $84,093 |
Interest earned on other investments | 2020-12-31 | $73,970 |
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 | $59,335 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $59,335 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $14,980,860 |
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 | $10,083,808 |
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 | $1,054,108 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,720,919 |
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 | 131436940 |
2019 : EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $21,517,318 |
Total income from all sources (including contributions) | 2019-12-31 | $21,517,318 |
Total of all expenses incurred | 2019-12-31 | $9,016,100 |
Total of all expenses incurred | 2019-12-31 | $9,016,100 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,851,112 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,851,112 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,885,178 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,885,178 |
Value of total assets at end of year | 2019-12-31 | $90,662,319 |
Value of total assets at end of year | 2019-12-31 | $90,662,319 |
Value of total assets at beginning of year | 2019-12-31 | $78,161,101 |
Value of total assets at beginning of year | 2019-12-31 | $78,161,101 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $164,988 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $164,988 |
Total interest from all sources | 2019-12-31 | $88,588 |
Total interest from all sources | 2019-12-31 | $88,588 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,712,453 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,712,453 |
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 | $1,712,453 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,712,453 |
Administrative expenses professional fees incurred | 2019-12-31 | $34,358 |
Administrative expenses professional fees incurred | 2019-12-31 | $34,358 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
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 | $4,426,945 |
Contributions received from participants | 2019-12-31 | $4,426,945 |
Participant contributions at end of year | 2019-12-31 | $1,602,521 |
Participant contributions at end of year | 2019-12-31 | $1,602,521 |
Participant contributions at beginning of year | 2019-12-31 | $1,568,889 |
Participant contributions at beginning of year | 2019-12-31 | $1,568,889 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $428,253 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $428,253 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $452 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $452 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $761 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $761 |
Administrative expenses (other) incurred | 2019-12-31 | $130,630 |
Administrative expenses (other) incurred | 2019-12-31 | $130,630 |
Total non interest bearing cash at end of year | 2019-12-31 | $55,916 |
Total non interest bearing cash at end of year | 2019-12-31 | $55,916 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $51,363 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $51,363 |
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 | $12,501,218 |
Value of net income/loss | 2019-12-31 | $12,501,218 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $90,662,319 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $90,662,319 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $78,161,101 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $78,161,101 |
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 | $88,944,095 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $88,944,095 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $76,479,328 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $76,479,328 |
Interest on participant loans | 2019-12-31 | $88,225 |
Interest on participant loans | 2019-12-31 | $88,225 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $59,335 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $59,335 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $60,760 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $60,760 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $60,760 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $60,760 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $363 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $363 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $13,831,099 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $13,831,099 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,029,980 |
Contributions received in cash from employer | 2019-12-31 | $1,029,980 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,851,112 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,851,112 |
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 |
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 | 131436940 |
Accountancy firm EIN | 2019-12-31 | 131436940 |
2018 : EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data |
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Total transfer of assets to this plan | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,294,967 |
Total of all expenses incurred | 2018-12-31 | $7,021,942 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,854,266 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,683,965 |
Value of total assets at end of year | 2018-12-31 | $78,161,101 |
Value of total assets at beginning of year | 2018-12-31 | $83,888,076 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $167,676 |
Total interest from all sources | 2018-12-31 | $69,873 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,494,640 |
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 | $1,494,640 |
Administrative expenses professional fees incurred | 2018-12-31 | $27,000 |
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 | $4,250,383 |
Participant contributions at end of year | 2018-12-31 | $1,568,889 |
Participant contributions at beginning of year | 2018-12-31 | $1,305,290 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $434,065 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $761 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $1,998 |
Administrative expenses (other) incurred | 2018-12-31 | $140,676 |
Total non interest bearing cash at end of year | 2018-12-31 | $51,363 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $54,311 |
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 | $-5,726,975 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $78,161,101 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $83,888,076 |
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 | $76,479,328 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $82,491,098 |
Interest on participant loans | 2018-12-31 | $69,738 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $60,760 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $35,379 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $35,379 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $135 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,953,511 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $999,517 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,854,266 |
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 | 131436940 |
2017 : EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $18,149,211 |
Total of all expenses incurred | 2017-12-31 | $3,172,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,007,529 |
Value of total corrective distributions | 2017-12-31 | $5,614 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $7,167,764 |
Value of total assets at end of year | 2017-12-31 | $83,888,076 |
Value of total assets at beginning of year | 2017-12-31 | $68,911,365 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $159,357 |
Total interest from all sources | 2017-12-31 | $60,070 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,238,610 |
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 | $1,238,610 |
Administrative expenses professional fees incurred | 2017-12-31 | $33,885 |
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 | $3,777,521 |
Participant contributions at end of year | 2017-12-31 | $1,305,290 |
Participant contributions at beginning of year | 2017-12-31 | $1,382,850 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,446,777 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $1,998 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,336 |
Administrative expenses (other) incurred | 2017-12-31 | $125,472 |
Total non interest bearing cash at end of year | 2017-12-31 | $54,311 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $47,788 |
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 | $14,976,711 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $83,888,076 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $68,911,365 |
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 | $82,491,098 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $67,462,092 |
Interest on participant loans | 2017-12-31 | $60,047 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $35,379 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $17,299 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $17,299 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $23 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $9,682,767 |
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 |
Contributions received in cash from employer | 2017-12-31 | $943,466 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,007,529 |
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. 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data |
---|
Total transfer of assets from this plan | 2016-12-31 | $23,177 |
Total income from all sources (including contributions) | 2016-12-31 | $9,328,433 |
Total of all expenses incurred | 2016-12-31 | $4,645,616 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,501,131 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,730,820 |
Value of total assets at end of year | 2016-12-31 | $68,911,365 |
Value of total assets at beginning of year | 2016-12-31 | $64,251,725 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $144,485 |
Total interest from all sources | 2016-12-31 | $58,736 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,074,973 |
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 | $1,074,973 |
Administrative expenses professional fees incurred | 2016-12-31 | $35,074 |
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 | $3,594,034 |
Participant contributions at end of year | 2016-12-31 | $1,382,850 |
Participant contributions at beginning of year | 2016-12-31 | $1,472,391 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $273,040 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,336 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $1,730 |
Administrative expenses (other) incurred | 2016-12-31 | $109,411 |
Total non interest bearing cash at end of year | 2016-12-31 | $47,788 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $55,422 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,682,817 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $68,911,365 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $64,251,725 |
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 | $67,462,092 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $62,706,483 |
Interest on participant loans | 2016-12-31 | $58,736 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $17,299 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $15,699 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $15,699 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,463,904 |
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 |
Contributions received in cash from employer | 2016-12-31 | $863,746 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,501,131 |
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. 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $6,094,215 |
Total of all expenses incurred | 2015-12-31 | $4,575,745 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,430,312 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,760,484 |
Value of total assets at end of year | 2015-12-31 | $64,251,725 |
Value of total assets at beginning of year | 2015-12-31 | $62,733,255 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $145,433 |
Total interest from all sources | 2015-12-31 | $65,279 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,016,420 |
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 | $1,016,420 |
Administrative expenses professional fees incurred | 2015-12-31 | $34,155 |
Was this plan covered by a fidelity bond | 2015-12-31 | No |
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 | $3,296,672 |
Participant contributions at end of year | 2015-12-31 | $1,472,391 |
Participant contributions at beginning of year | 2015-12-31 | $1,602,261 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,636,091 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $1,730 |
Administrative expenses (other) incurred | 2015-12-31 | $111,278 |
Total non interest bearing cash at end of year | 2015-12-31 | $55,422 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $77,744 |
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 | $1,518,470 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $64,251,725 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $62,733,255 |
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 | $62,706,483 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $61,041,265 |
Interest on participant loans | 2015-12-31 | $65,278 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $15,699 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $11,985 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $11,985 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-747,968 |
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 |
Contributions received in cash from employer | 2015-12-31 | $827,721 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,430,312 |
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. 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $8,554,167 |
Total of all expenses incurred | 2014-12-31 | $7,682,534 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $7,573,036 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,706,703 |
Value of total assets at end of year | 2014-12-31 | $62,733,255 |
Value of total assets at beginning of year | 2014-12-31 | $61,861,622 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $109,498 |
Total interest from all sources | 2014-12-31 | $67,168 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,539,337 |
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 | $1,539,337 |
Administrative expenses professional fees incurred | 2014-12-31 | $27,000 |
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 | $3,093,406 |
Participant contributions at end of year | 2014-12-31 | $1,602,261 |
Participant contributions at beginning of year | 2014-12-31 | $1,443,482 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $758,526 |
Administrative expenses (other) incurred | 2014-12-31 | $82,498 |
Total non interest bearing cash at end of year | 2014-12-31 | $77,744 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $90,611 |
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 | $871,633 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $62,733,255 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $61,861,622 |
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 | $61,041,265 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $60,300,738 |
Interest on participant loans | 2014-12-31 | $67,167 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $11,985 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $26,791 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $26,791 |
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 | $2,240,959 |
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 |
Contributions received in cash from employer | 2014-12-31 | $854,771 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $7,573,036 |
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. 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $14,163,275 |
Total of all expenses incurred | 2013-12-31 | $5,711,528 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,672,312 |
Value of total corrective distributions | 2013-12-31 | $2,904 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,900,006 |
Value of total assets at end of year | 2013-12-31 | $61,861,622 |
Value of total assets at beginning of year | 2013-12-31 | $53,409,875 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $36,312 |
Total interest from all sources | 2013-12-31 | $57,261 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,061,864 |
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 | $1,061,864 |
Administrative expenses professional fees incurred | 2013-12-31 | $32,050 |
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 | $3,239,681 |
Participant contributions at end of year | 2013-12-31 | $1,443,482 |
Participant contributions at beginning of year | 2013-12-31 | $1,244,471 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $694 |
Administrative expenses (other) incurred | 2013-12-31 | $4,262 |
Total non interest bearing cash at end of year | 2013-12-31 | $90,611 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $106,982 |
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 |
Income. Non cash contributions | 2013-12-31 | $780,902 |
Value of net income/loss | 2013-12-31 | $8,451,747 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $61,861,622 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $53,409,875 |
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 | $60,300,738 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $52,046,181 |
Interest on participant loans | 2013-12-31 | $57,259 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $26,791 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $11,547 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $11,547 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $8,144,144 |
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 |
Contributions received in cash from employer | 2013-12-31 | $879,423 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,672,312 |
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. 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $9,593,342 |
Total of all expenses incurred | 2012-12-31 | $3,846,158 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,838,117 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,320,095 |
Value of total assets at end of year | 2012-12-31 | $53,409,875 |
Value of total assets at beginning of year | 2012-12-31 | $47,662,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,041 |
Total interest from all sources | 2012-12-31 | $56,076 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,049,860 |
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 | $1,049,860 |
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 | $3,311,355 |
Participant contributions at end of year | 2012-12-31 | $1,244,471 |
Participant contributions at beginning of year | 2012-12-31 | $1,302,003 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $63,054 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $694 |
Administrative expenses (other) incurred | 2012-12-31 | $2,991 |
Total non interest bearing cash at end of year | 2012-12-31 | $106,982 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $83,363 |
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 | $5,747,184 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $53,409,875 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $47,662,691 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $5,050 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $52,046,181 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $46,260,046 |
Interest on participant loans | 2012-12-31 | $56,074 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $11,547 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $17,279 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $17,279 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,167,311 |
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 |
Contributions received in cash from employer | 2012-12-31 | $945,686 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,838,117 |
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. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $4,218,786 |
Total of all expenses incurred | 2011-12-31 | $5,052,394 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,014,079 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,034,324 |
Value of total assets at end of year | 2011-12-31 | $47,662,691 |
Value of total assets at beginning of year | 2011-12-31 | $48,496,299 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $38,315 |
Total interest from all sources | 2011-12-31 | $64,465 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $687,137 |
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 | $687,137 |
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 | $3,312,994 |
Participant contributions at end of year | 2011-12-31 | $1,302,003 |
Participant contributions at beginning of year | 2011-12-31 | $1,438,851 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $859,640 |
Administrative expenses (other) incurred | 2011-12-31 | $11,315 |
Total non interest bearing cash at end of year | 2011-12-31 | $83,363 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $81,184 |
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 | $-833,608 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $47,662,691 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $48,496,299 |
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 | $46,260,046 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $46,942,510 |
Interest on participant loans | 2011-12-31 | $64,460 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $17,279 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $33,754 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $33,754 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $5 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,567,140 |
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 |
Contributions received in cash from employer | 2011-12-31 | $861,690 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,014,079 |
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. 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $9,573,941 |
Total of all expenses incurred | 2010-12-31 | $4,802,140 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,780,534 |
Value of total corrective distributions | 2010-12-31 | $4,840 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,708,574 |
Value of total assets at end of year | 2010-12-31 | $48,496,299 |
Value of total assets at beginning of year | 2010-12-31 | $43,724,498 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $16,766 |
Total interest from all sources | 2010-12-31 | $74,970 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $756,618 |
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 | $756,618 |
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 | $3,495,108 |
Participant contributions at end of year | 2010-12-31 | $1,438,851 |
Participant contributions at beginning of year | 2010-12-31 | $1,305,744 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $125,246 |
Administrative expenses (other) incurred | 2010-12-31 | $7,804 |
Total non interest bearing cash at end of year | 2010-12-31 | $81,184 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,771,801 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $48,496,299 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $43,724,498 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $8,962 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $46,942,510 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $42,358,793 |
Interest on participant loans | 2010-12-31 | $74,967 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $33,754 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $59,961 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $59,961 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $3 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,033,779 |
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 |
Contributions received in cash from employer | 2010-12-31 | $1,088,220 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,780,534 |
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. 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |