PERLSTEIN, SANDLER & MCCRACKEN, has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2015 : PERLSTEIN & MCCRACKEN, LLC 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $72,093 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $638,821 |
| Total plan assets at beginning of year | 2015-12-31 | $566,728 |
| Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $50,619 |
| Other income received | 2015-12-31 | $-7,060 |
| Net income (gross income less expenses) | 2015-12-31 | $72,093 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $638,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $566,728 |
| Assets. Value of participant loans | 2015-12-31 | $6,106 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $28,534 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : PERLSTEIN & MCCRACKEN, LLC 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $89,050 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $10,803 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $10,803 |
| Total plan assets at end of year | 2014-12-31 | $566,728 |
| Total plan assets at beginning of year | 2014-12-31 | $488,481 |
| Total contributions received or receivable from participants | 2014-12-31 | $38,943 |
| 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 | $23,276 |
| Net income (gross income less expenses) | 2014-12-31 | $78,247 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $566,728 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $488,481 |
| Assets. Value of participant loans | 2014-12-31 | $9,086 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $26,831 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : PERLSTEIN & MCCRACKEN, LLC 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $95,764 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $77,529 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $77,529 |
| Total plan assets at end of year | 2013-12-31 | $488,481 |
| Total plan assets at beginning of year | 2013-12-31 | $470,246 |
| Total contributions received or receivable from participants | 2013-12-31 | $31,191 |
| 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 | $40,479 |
| Net income (gross income less expenses) | 2013-12-31 | $18,235 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $488,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $470,246 |
| Assets. Value of participant loans | 2013-12-31 | $13,853 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $24,094 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : PERLSTEIN & MCCRACKEN, LLC 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $64,482 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $470,246 |
| Total plan assets at beginning of year | 2012-12-31 | $405,764 |
| Total contributions received or receivable from participants | 2012-12-31 | $11,384 |
| 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 | $31,037 |
| Net income (gross income less expenses) | 2012-12-31 | $64,482 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $470,246 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $405,764 |
| Assets. Value of participant loans | 2012-12-31 | $18,608 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $22,061 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| 2011 : PERLSTEIN & MCCRACKEN, LLC 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $53,976 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $109,097 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $109,097 |
| Total plan assets at end of year | 2011-12-31 | $404,749 |
| Total plan assets at beginning of year | 2011-12-31 | $459,871 |
| Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $30,100 |
| 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 | $4,113 |
| Net income (gross income less expenses) | 2011-12-31 | $-55,121 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $404,749 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $459,871 |
| Assets. Value of participant loans | 2011-12-31 | $16,390 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $19,763 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : PERLSTEIN & MCCRACKEN, LLC 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $85,770 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,583 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $3,583 |
| Total plan assets at end of year | 2010-12-31 | $459,871 |
| Total plan assets at beginning of year | 2010-12-31 | $377,685 |
| Total contributions received or receivable from participants | 2010-12-31 | $43,011 |
| 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 | $23,718 |
| Net income (gross income less expenses) | 2010-12-31 | $82,187 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $459,871 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $377,685 |
| Assets. Value of participant loans | 2010-12-31 | $5,191 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $19,041 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2015: PERLSTEIN & MCCRACKEN, LLC 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: PERLSTEIN & MCCRACKEN, LLC 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: PERLSTEIN & MCCRACKEN, LLC 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: PERLSTEIN & MCCRACKEN, LLC 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: PERLSTEIN & MCCRACKEN, LLC 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: PERLSTEIN & MCCRACKEN, LLC 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 |
