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ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN
Plan identification number 001

ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO has sponsored the creation of one or more 401k plans.

Company Name:ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO
Employer identification number (EIN):221942902
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01STEVEN L SHAPIRO2019-09-17
0012017-01-01DENNIS VOGT
0012016-01-01DENNIS VOGT
0012015-01-01DENNIS VOGT
0012014-01-01STEVEN L. SHAPIRO
0012013-01-01
0012012-01-01DENNIS VOGT
0012011-01-01DENNIS VOGT
0012010-01-01DENNIS VOGT
0012009-01-01DENNIS VOGT

Plan Statistics for ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN

401k plan membership statisitcs for ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN

Measure Date Value
2017: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
Number of participants with account balances2017-01-011
2016: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011
2014: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011
Number of participants with account balances2010-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN

Measure Date Value
2017 : ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,298,684
Expenses. Total of all expenses incurred2017-12-31$1,025,853
Benefits paid (including direct rollovers)2017-12-31$1,025,853
Total plan assets at end of year2017-12-31$7,324,433
Total plan assets at beginning of year2017-12-31$7,051,602
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$1,298,684
Net income (gross income less expenses)2017-12-31$272,831
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,324,433
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,051,602
2016 : ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$666,159
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$7,051,602
Total plan assets at beginning of year2016-12-31$6,385,443
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$666,159
Net income (gross income less expenses)2016-12-31$666,159
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,051,602
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,385,443
2015 : ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-254,056
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$6,385,443
Total plan assets at beginning of year2015-12-31$6,639,499
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$-254,056
Net income (gross income less expenses)2015-12-31$-254,056
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,385,443
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,639,499
2014 : ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$-92,121
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$6,639,499
Total plan assets at beginning of year2014-12-31$6,731,620
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$-92,121
Net income (gross income less expenses)2014-12-31$-92,121
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,639,499
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,731,620
2013 : ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,300,999
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$6,731,620
Total plan assets at beginning of year2013-12-31$5,430,621
Value of fidelity bond covering the plan2013-12-31$1,000,000
Other income received2013-12-31$1,300,999
Net income (gross income less expenses)2013-12-31$1,300,999
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,731,620
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,430,621
2012 : ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$615,171
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$5,430,621
Total plan assets at beginning of year2012-12-31$4,815,450
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$615,171
Net income (gross income less expenses)2012-12-31$615,171
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,430,621
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,815,450
2011 : ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$565,066
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$4,815,450
Total plan assets at beginning of year2011-12-31$4,250,384
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$565,066
Net income (gross income less expenses)2011-12-31$565,066
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,815,450
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,250,384
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,532,215
Expenses. Total of all expenses incurred2010-12-31$633,110
Benefits paid (including direct rollovers)2010-12-31$633,110
Total plan assets at end of year2010-12-31$4,250,384
Total plan assets at beginning of year2010-12-31$3,351,279
Value of fidelity bond covering the plan2010-12-31$1,000,000
Other income received2010-12-31$1,532,215
Net income (gross income less expenses)2010-12-31$899,105
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,250,384
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,351,279
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN

2017: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD & CO PA 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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