401k Plan data: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN plan

GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 401k Plan overview

Plan Name	GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN
Plan identification number	001

GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GERALD & LAWRENCE BLUMBERG, LLP has sponsored the creation of one or more 401k plans.

Company Name: GERALD & LAWRENCE BLUMBERG, LLP

Employer identification number (EIN): 133868572

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about GERALD & LAWRENCE BLUMBERG, LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1996-01-29

Company Identification Number: 1994330

Legal Registered Office Address: 521 FIFTH AVENUE

NEW YORK
United States of America (USA)
10175

More information about GERALD & LAWRENCE BLUMBERG, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 LAWRENCE BLUMBERG, ESQ.
001 2017-01-01 LAWRENCE BLUMBERG, ESQ.
001 2016-01-01 LAWRENCE BLUMBERG, ESQ.
001 2015-01-01 LAWRENCE BLUMBERG, ESQ.
001 2014-01-01 LAWRENCE BLUMBERG
001 2013-01-01 LAWRENCE BLUMBERG
001 2012-01-01 LAWRENCE BLUMBERG LAWRENCE BLULMBERG 2013-05-14
001 2011-01-01 LAWRENCE BLUMBERG
001 2009-01-01 LAWRENCE BLUMBERG LAWRENCE BLUMBERG 2010-05-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	LAWRENCE BLUMBERG, ESQ.
001	2017-01-01	LAWRENCE BLUMBERG, ESQ.
001	2016-01-01	LAWRENCE BLUMBERG, ESQ.
001	2015-01-01	LAWRENCE BLUMBERG, ESQ.
001	2014-01-01	LAWRENCE BLUMBERG
001	2013-01-01	LAWRENCE BLUMBERG
001	2012-01-01	LAWRENCE BLUMBERG	LAWRENCE BLULMBERG	2013-05-14
001	2011-01-01	LAWRENCE BLUMBERG
001	2009-01-01	LAWRENCE BLUMBERG	LAWRENCE BLUMBERG	2010-05-13

Plan Statistics for GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN

401k plan membership statisitcs for GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN

Measure Date Value
2018: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2018: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN

Measure	Date	Value
2018 : GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-01-02	$0
Total plan liabilities at end of year	2018-01-02	$0
Total plan liabilities at beginning of year	2018-01-02	$0
Total income from all sources	2018-01-02	$0
Expenses. Total of all expenses incurred	2018-01-02	$856
Benefits paid (including direct rollovers)	2018-01-02	$856
Total plan assets at end of year	2018-01-02	$0
Total plan assets at beginning of year	2018-01-02	$856
Value of fidelity bond covering the plan	2018-01-02	$350,000
Total contributions received or receivable from participants	2018-01-02	$0
Expenses. Other expenses not covered elsewhere	2018-01-02	$0
Contributions received from other sources (not participants or employers)	2018-01-02	$0
Other income received	2018-01-02	$0
Noncash contributions received	2018-01-02	$0
Net income (gross income less expenses)	2018-01-02	$-856
Net plan assets at end of year (total assets less liabilities)	2018-01-02	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-01-02	$856
Total contributions received or receivable from employer(s)	2018-01-02	$0
Value of certain deemed distributions of participant loans	2018-01-02	$0
Value of corrective distributions	2018-01-02	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-01-02	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-01-02	$0
2017 : GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$237,182
Expenses. Total of all expenses incurred	2017-12-31	$2,859,928
Benefits paid (including direct rollovers)	2017-12-31	$2,818,927
Total plan assets at end of year	2017-12-31	$856
Total plan assets at beginning of year	2017-12-31	$2,623,602
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$237,182
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-2,622,746
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$856
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,623,602
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$41,001
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$276,036
Expenses. Total of all expenses incurred	2016-12-31	$417,890
Benefits paid (including direct rollovers)	2016-12-31	$398,787
Total plan assets at end of year	2016-12-31	$2,623,602
Total plan assets at beginning of year	2016-12-31	$2,765,456
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$66,349
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$119,951
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-141,854
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,623,602
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,765,456
Assets. Value of participant loans	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$89,736
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$19,103
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$36,194
Expenses. Total of all expenses incurred	2015-12-31	$21,057
Benefits paid (including direct rollovers)	2015-12-31	$2,132
Total plan assets at end of year	2015-12-31	$2,765,456
Total plan assets at beginning of year	2015-12-31	$2,750,319
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$84,199
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-119,763
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$15,137
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,765,456
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,750,319
Assets. Value of participant loans	2015-12-31	$4,864
Total contributions received or receivable from employer(s)	2015-12-31	$71,758
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$18,925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$320,987
Expenses. Total of all expenses incurred	2014-12-31	$166,558
Benefits paid (including direct rollovers)	2014-12-31	$148,804
Total plan assets at end of year	2014-12-31	$2,750,319
Total plan assets at beginning of year	2014-12-31	$2,595,890
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$56,200
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$172,793
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$154,429
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,750,319
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,595,890
Assets. Value of participant loans	2014-12-31	$21,530
Total contributions received or receivable from employer(s)	2014-12-31	$91,994
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$17,754
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$372,827
Expenses. Total of all expenses incurred	2013-12-31	$17,740
Benefits paid (including direct rollovers)	2013-12-31	$1,520
Total plan assets at end of year	2013-12-31	$2,595,890
Total plan assets at beginning of year	2013-12-31	$2,240,803
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$31,267
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$310,346
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$355,087
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,595,890
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,240,803
Assets. Value of participant loans	2013-12-31	$36,405
Total contributions received or receivable from employer(s)	2013-12-31	$31,214
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$16,220
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$261,045
Expenses. Total of all expenses incurred	2012-12-31	$19,173
Benefits paid (including direct rollovers)	2012-12-31	$3,671
Total plan assets at end of year	2012-12-31	$2,240,803
Total plan assets at beginning of year	2012-12-31	$1,998,931
Value of fidelity bond covering the plan	2012-12-31	$175,000
Total contributions received or receivable from participants	2012-12-31	$33,747
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$137,650
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$241,872
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,240,803
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,998,931
Assets. Value of participant loans	2012-12-31	$52,549
Total contributions received or receivable from employer(s)	2012-12-31	$89,648
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15,502
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$146,628
Expenses. Total of all expenses incurred	2011-12-31	$13,235
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,998,931
Total plan assets at beginning of year	2011-12-31	$1,865,538
Value of fidelity bond covering the plan	2011-12-31	$175,000
Total contributions received or receivable from participants	2011-12-31	$32,681
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$31,886
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$133,393
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,998,931
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,865,538
Assets. Value of participant loans	2011-12-31	$67,306
Total contributions received or receivable from employer(s)	2011-12-31	$82,061
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$13,235
2010 : GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$296,541
Expenses. Total of all expenses incurred	2010-12-31	$8,540
Total plan assets at end of year	2010-12-31	$1,865,538
Total plan assets at beginning of year	2010-12-31	$1,577,537
Value of fidelity bond covering the plan	2010-12-31	$175,000
Total contributions received or receivable from participants	2010-12-31	$45,177
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$167,582
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$288,001
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,865,538
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,577,537
Assets. Value of participant loans	2010-12-31	$28,849
Total contributions received or receivable from employer(s)	2010-12-31	$83,782
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$8,540
2009 : GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING 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

Form 5500 Responses for GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN

2018: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: GERALD & LAWRENCE BLUMBERG, LLP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

801321

Policy instance

Insurance contract or identification number	801321
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-18
Total amount of commissions paid to insurance broker	USD $437
Total amount of fees paid to insurance company	USD $269
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $437
Insurance broker organization code?	3
Amount paid for insurance broker fees	269
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	PRIME PENSIONS, INC.

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Company Name:	GERALD & LAWRENCE BLUMBERG, LLP
Employer identification number (EIN):	133868572
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1996-01-29
Company Identification Number:	1994330
Legal Registered Office Address:	521 FIFTH AVENUE NEW YORK United States of America (USA) 10175