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WUHL SHAFMAN LIEBERMAN CORPORATION PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameWUHL SHAFMAN LIEBERMAN CORPORATION PROFIT SHARING AND 401(K) PLAN
Plan identification number 001

WUHL SHAFMAN LIEBERMAN CORPORATION PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
  • 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

WUHL SHAFMAN LIEBERMAN CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:WUHL SHAFMAN LIEBERMAN CORPORATION
Employer identification number (EIN):221834164
NAIC Classification:424400

Additional information about WUHL SHAFMAN LIEBERMAN CORPORATION

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 9391157500

More information about WUHL SHAFMAN LIEBERMAN CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WUHL SHAFMAN LIEBERMAN CORPORATION PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01HENRY TRANI2020-10-14
0012017-01-01
0012016-01-01THOMAS SIRI2017-10-13
0012015-01-01THOMAS SIRI2016-10-14

Plan Statistics for WUHL SHAFMAN LIEBERMAN CORPORATION PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for WUHL SHAFMAN LIEBERMAN CORPORATION PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2020: WUHL SHAFMAN LIEBERMAN CORPORATION PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01121
Total number of active participants reported on line 7a of the Form 55002020-01-01134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01141
Number of participants with account balances2020-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WUHL SHAFMAN LIEBERMAN CORPORATION PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01220
Total number of active participants reported on line 7a of the Form 55002019-01-01117
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01121
Number of participants with account balances2019-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on WUHL SHAFMAN LIEBERMAN CORPORATION PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2020 : WUHL SHAFMAN LIEBERMAN CORPORATION PROFIT SHARING AND 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$41,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$68,354
Total income from all sources (including contributions)2020-12-31$183,974
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$24,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,604
Expenses. Certain deemed distributions of participant loans2020-12-31$8,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$116,327
Value of total assets at end of year2020-12-31$1,431,798
Value of total assets at beginning of year2020-12-31$1,299,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$3,382
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$116,327
Participant contributions at end of year2020-12-31$41,256
Participant contributions at beginning of year2020-12-31$30,785
Participant contributions at end of year2020-12-31$5,680
Participant contributions at beginning of year2020-12-31$7,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$41,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$68,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$159,575
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,390,611
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,231,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,190,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,054,606
Interest on participant loans2020-12-31$3,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$194,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$206,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$64,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,604
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2020-12-31222027092
2019 : WUHL SHAFMAN LIEBERMAN CORPORATION PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$68,354
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$68,354
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$348,418
Total income from all sources (including contributions)2019-12-31$348,418
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$585,147
Total of all expenses incurred2019-12-31$585,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$490,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$490,036
Expenses. Certain deemed distributions of participant loans2019-12-31$95,111
Expenses. Certain deemed distributions of participant loans2019-12-31$95,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$81,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$81,557
Value of total assets at end of year2019-12-31$1,299,390
Value of total assets at end of year2019-12-31$1,299,390
Value of total assets at beginning of year2019-12-31$1,467,765
Value of total assets at beginning of year2019-12-31$1,467,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$1,865
Total interest from all sources2019-12-31$1,865
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$81,557
Contributions received from participants2019-12-31$81,557
Participant contributions at end of year2019-12-31$30,785
Participant contributions at end of year2019-12-31$30,785
Participant contributions at beginning of year2019-12-31$120,364
Participant contributions at end of year2019-12-31$7,222
Participant contributions at end of year2019-12-31$7,222
Participant contributions at beginning of year2019-12-31$21,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$68,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$68,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-236,729
Value of net income/loss2019-12-31$-236,729
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,231,036
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,231,036
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,467,765
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,467,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,054,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,054,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,223,434
Interest on participant loans2019-12-31$1,865
Interest on participant loans2019-12-31$1,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$206,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$206,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$102,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$102,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$264,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$264,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$490,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$490,036
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUM SMITH & BROWN
Accountancy firm name2019-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2019-12-31222027092
Accountancy firm EIN2019-12-31222027092

Form 5500 Responses for WUHL SHAFMAN LIEBERMAN CORPORATION PROFIT SHARING AND 401(K) PLAN

2020: WUHL SHAFMAN LIEBERMAN CORPORATION PROFIT SHARING AND 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WUHL SHAFMAN LIEBERMAN CORPORATION PROFIT SHARING AND 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-YA50
Policy instance 1
Insurance contract or identification numberGAP-B3-YA50
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $891
Total amount of fees paid to insurance companyUSD $223
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $891
Amount paid for insurance broker fees223
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-YA50
Policy instance 1
Insurance contract or identification numberGAP-B3-YA50
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,018
Total amount of fees paid to insurance companyUSD $254
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,018
Amount paid for insurance broker fees254
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3

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