| Plan Name | PRESTONE PRESS, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PRESTONE PRESS, LLC |
| Employer identification number (EIN): | 134033476 |
| NAIC Classification: | 561410 |
| NAIC Description: | Document Preparation Services |
Additional information about PRESTONE PRESS, LLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1998-11-05 |
| Company Identification Number: | 2313544 |
| Legal Registered Office Address: |
177 ninth avenue, apt. 2a NEW YORK United States of America (USA) 10011 |
More information about PRESTONE PRESS, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ROBERT ADLER | 2019-04-01 | ||
| 001 | 2017-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2015-01-01 | ROBERT ADLER | 2016-10-10 | ||
| 001 | 2014-01-01 | ||||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | JORGE VARGAS | 2013-05-28 | JORGE VARGAS | 2013-05-28 |
| 001 | 2011-01-01 | DENISE ADLER | 2012-06-18 | DENISE ADLER | 2012-06-18 |
| 001 | 2010-01-01 | DENISE ADLER | 2011-08-24 | DENISE ADLER | 2011-08-24 |
| Measure | Date | Value |
|---|---|---|
| 2025 : PRESTONE PRESS, LLC 401(K) PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-05-08 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-08 | 230864 |
| Net assets as of the end of the plan year | 2025-05-08 | 2253659 |
| Total assets as of the beginning of the plan year | 2025-05-08 | 2142593 |
| Value of plan covered by a fidelity bond | 2025-05-08 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-08 | 81558 |
| Value of participant loans at end of plan year | 2025-05-08 | 75200 |
| Other expenses paid from plan in this plan year | 2025-05-08 | 0 |
| Other contributions to plan in this plan year | 2025-05-08 | 0 |
| Other income to plan in this plan year | 2025-05-08 | 260372 |
| Plan net income in this plan year | 2025-05-08 | 111066 |
| Net assets as of the end of the plan year | 2025-05-08 | 2253659 |
| Net assets as of the beginning of the plan year | 2025-05-08 | 2142593 |
| Employer contributions to plan in this plan year | 2025-05-08 | 0 |
| Fees paid to broker by Benefit Provider | 2025-05-08 | 6365 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-08 | 1350 |
| 2024 : PRESTONE PRESS, LLC 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-05-06 | 161058 |
| Net assets as of the end of the plan year | 2024-05-06 | 2142593 |
| Total assets as of the beginning of the plan year | 2024-05-06 | 1921013 |
| Value of plan covered by a fidelity bond | 2024-05-06 | 500000 |
| Participant contributions to plan in this plan year | 2024-05-06 | 77453 |
| Value of participant loans at end of plan year | 2024-05-06 | 75643 |
| Other income to plan in this plan year | 2024-05-06 | 305185 |
| Plan net income in this plan year | 2024-05-06 | 221580 |
| Net assets as of the end of the plan year | 2024-05-06 | 2142593 |
| Net assets as of the beginning of the plan year | 2024-05-06 | 1921013 |
| Fees paid to broker by Benefit Provider | 2024-05-06 | 5607 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-06 | 1650 |
| 2022 : PRESTONE PRESS, LLC 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-02-28 | 163931 |
| Net assets as of the end of the plan year | 2022-02-28 | 2431733 |
| Total assets as of the beginning of the plan year | 2022-02-28 | 2224981 |
| Value of plan covered by a fidelity bond | 2022-02-28 | 500000 |
| Participant contributions to plan in this plan year | 2022-02-28 | 74246 |
| Value of participant loans at end of plan year | 2022-02-28 | 62879 |
| Other income to plan in this plan year | 2022-02-28 | 296437 |
| Plan net income in this plan year | 2022-02-28 | 206752 |
| Net assets as of the end of the plan year | 2022-02-28 | 2431733 |
| Net assets as of the beginning of the plan year | 2022-02-28 | 2224981 |
| Fees paid to broker by Benefit Provider | 2022-02-28 | 6901 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-02-28 | 1500 |
| 2018 : PRESTONE PRESS, LLC 401(K) PLAN 2018 401k financial data | ||
| Total income from all sources (including contributions) | 2018-12-31 | $16,590 |
| Total of all expenses incurred | 2018-12-31 | $423,266 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $418,866 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $173,698 |
| Value of total assets at end of year | 2018-12-31 | $2,429,247 |
| Value of total assets at beginning of year | 2018-12-31 | $2,835,923 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,400 |
| Total interest from all sources | 2018-12-31 | $9,430 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $173,698 |
| Participant contributions at end of year | 2018-12-31 | $147,792 |
| Participant contributions at beginning of year | 2018-12-31 | $73,514 |
| Participant contributions at beginning of year | 2018-12-31 | $2,365 |
| 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 | $-406,676 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,429,247 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,835,923 |
| 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 pooled separate accounts at end of year | 2018-12-31 | $2,233,717 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $2,557,351 |
| Interest on participant loans | 2018-12-31 | $8,067 |
| Interest earned on other investments | 2018-12-31 | $1,363 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $47,738 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $202,693 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-166,538 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $418,866 |
| Contract administrator fees | 2018-12-31 | $4,400 |
| 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 | SAX LLP |
| Accountancy firm EIN | 2018-12-31 | 812950760 |
| 2017 : PRESTONE PRESS, LLC 401(K) PLAN 2017 401k financial data | ||
| Total income from all sources (including contributions) | 2017-12-31 | $682,011 |
| Total of all expenses incurred | 2017-12-31 | $437,211 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $370,542 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $61,419 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $251,867 |
| Value of total assets at end of year | 2017-12-31 | $2,835,923 |
| Value of total assets at beginning of year | 2017-12-31 | $2,591,123 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,250 |
| Total interest from all sources | 2017-12-31 | $9,928 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $201,919 |
| Participant contributions at end of year | 2017-12-31 | $73,514 |
| Participant contributions at beginning of year | 2017-12-31 | $131,345 |
| Participant contributions at end of year | 2017-12-31 | $2,365 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $49,948 |
| 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 | $244,800 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,835,923 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,591,123 |
| 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 pooled separate accounts at end of year | 2017-12-31 | $2,557,351 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,258,520 |
| Interest on participant loans | 2017-12-31 | $7,796 |
| Interest earned on other investments | 2017-12-31 | $2,132 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $202,693 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $201,258 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $420,216 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $370,542 |
| Contract administrator fees | 2017-12-31 | $5,250 |
| 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 | SAX LLP |
| Accountancy firm EIN | 2017-12-31 | 812950760 |
| 2016 : PRESTONE PRESS, LLC 401(K) PLAN 2016 401k financial data | ||
| Total income from all sources (including contributions) | 2016-12-31 | $513,194 |
| Total of all expenses incurred | 2016-12-31 | $198,243 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $192,106 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $1,687 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $336,802 |
| Value of total assets at end of year | 2016-12-31 | $2,591,123 |
| Value of total assets at beginning of year | 2016-12-31 | $2,276,172 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,450 |
| Total interest from all sources | 2016-12-31 | $9,512 |
| Administrative expenses professional fees incurred | 2016-12-31 | $2,225 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $274,136 |
| Participant contributions at end of year | 2016-12-31 | $131,345 |
| Participant contributions at beginning of year | 2016-12-31 | $84,919 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $62,666 |
| 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 | $314,951 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,591,123 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,276,172 |
| 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 pooled separate accounts at end of year | 2016-12-31 | $2,258,520 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,979,987 |
| Interest on participant loans | 2016-12-31 | $7,080 |
| Interest earned on other investments | 2016-12-31 | $2,432 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $201,258 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $211,266 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $166,880 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $192,106 |
| Contract administrator fees | 2016-12-31 | $2,225 |
| 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 | HUNTER GROUP CPA LLC |
| Accountancy firm EIN | 2016-12-31 | 221807874 |
| 2015 : PRESTONE PRESS, LLC 401(K) PLAN 2015 401k financial data | ||
| Total income from all sources (including contributions) | 2015-12-31 | $340,512 |
| Total of all expenses incurred | 2015-12-31 | $107,670 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $104,420 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $366,713 |
| Value of total assets at end of year | 2015-12-31 | $2,276,172 |
| Value of total assets at beginning of year | 2015-12-31 | $2,043,330 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,250 |
| Total interest from all sources | 2015-12-31 | $6,257 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $1,625 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $345,273 |
| Participant contributions at end of year | 2015-12-31 | $84,919 |
| Participant contributions at beginning of year | 2015-12-31 | $74,339 |
| Participant contributions at beginning of year | 2015-12-31 | $5,140 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $21,440 |
| 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 | $232,842 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,276,172 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,043,330 |
| 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 pooled separate accounts at end of year | 2015-12-31 | $1,979,987 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,855,931 |
| Interest on participant loans | 2015-12-31 | $4,323 |
| Interest earned on other investments | 2015-12-31 | $1,934 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $211,266 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $107,920 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-32,458 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $104,420 |
| Contract administrator fees | 2015-12-31 | $1,625 |
| 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 | 2015-12-31 | Yes |
| 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 | HUNTER GROUP CPA LLC |
| Accountancy firm EIN | 2015-12-31 | 221807874 |
| 2018: PRESTONE PRESS, LLC 401(K) PLAN 2018 form 5500 responses | ||
|---|---|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PRESTONE PRESS, LLC 401(K) PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | Yes |
| 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: PRESTONE PRESS, LLC 401(K) PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PRESTONE PRESS, LLC 401(K) PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | Yes |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | 813213 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | 813213 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | 877818 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | 813213 |
| Policy instance | 2 |