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COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 401k Plan overview

Plan NameCOLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN
Plan identification number 001

COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

COLE SCHOTZ P.C. has sponsored the creation of one or more 401k plans.

Company Name:COLE SCHOTZ P.C.
Employer identification number (EIN):222113414
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVEN GOLDBERG
0012016-01-01STEVEN GOLDBERG
0012015-01-01STEVEN GOLDBERG
0012014-01-01STEVEN GOLDBERG
0012013-01-01STEVEN GOLDBERG
0012012-01-01STEVEN GOLDBERG
0012011-01-01STEVEN GOLDBERG
0012010-01-01STEVEN GOLDBERG
0012009-01-01STEVEN GOLDBERG
0012009-01-01STEVEN GOLDBERG

Plan Statistics for COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN

401k plan membership statisitcs for COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN

Measure Date Value
2022: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01369
Total number of active participants reported on line 7a of the Form 55002022-01-01258
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01111
Total of all active and inactive participants2022-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01373
Number of participants with account balances2022-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01352
Total number of active participants reported on line 7a of the Form 55002021-01-01255
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0180
Total of all active and inactive participants2021-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01341
Number of participants with account balances2021-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01334
Total number of active participants reported on line 7a of the Form 55002020-01-01249
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0186
Total of all active and inactive participants2020-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01335
Number of participants with account balances2020-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01312
Total number of active participants reported on line 7a of the Form 55002019-01-01228
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0187
Total of all active and inactive participants2019-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01315
Number of participants with account balances2019-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01313
Total number of active participants reported on line 7a of the Form 55002018-01-01228
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0176
Total of all active and inactive participants2018-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01304
Number of participants with account balances2018-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01300
Total number of active participants reported on line 7a of the Form 55002017-01-01239
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01309
Number of participants with account balances2017-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01264
Total number of active participants reported on line 7a of the Form 55002016-01-01228
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0168
Total of all active and inactive participants2016-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01296
Number of participants with account balances2016-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01266
Total number of active participants reported on line 7a of the Form 55002015-01-01206
Number of retired or separated participants receiving benefits2015-01-0158
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01264
Number of participants with account balances2015-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01264
Total number of active participants reported on line 7a of the Form 55002014-01-01206
Number of retired or separated participants receiving benefits2014-01-0160
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01266
Number of participants with account balances2014-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01259
Total number of active participants reported on line 7a of the Form 55002013-01-01201
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0163
Total of all active and inactive participants2013-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01264
Number of participants with account balances2013-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01267
Total number of active participants reported on line 7a of the Form 55002012-01-01205
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0162
Total of all active and inactive participants2012-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01267
Number of participants with account balances2012-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01271
Total number of active participants reported on line 7a of the Form 55002011-01-01204
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01267
Number of participants with account balances2011-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01286
Total number of active participants reported on line 7a of the Form 55002010-01-01214
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0156
Total of all active and inactive participants2010-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01271
Number of participants with account balances2010-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01275
Total number of active participants reported on line 7a of the Form 55002009-01-01220
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0157
Total of all active and inactive participants2009-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01277
Number of participants with account balances2009-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN

Measure Date Value
2022 : COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-29,197
Total unrealized appreciation/depreciation of assets2022-12-31$-29,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,825,080
Total loss/gain on sale of assets2022-12-31$-21,746,827
Total of all expenses incurred2022-12-31$2,944,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,752,729
Expenses. Certain deemed distributions of participant loans2022-12-31$4,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,776,627
Value of total assets at end of year2022-12-31$106,726,683
Value of total assets at beginning of year2022-12-31$118,496,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$186,893
Total interest from all sources2022-12-31$31,500
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,142,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,142,817
Administrative expenses professional fees incurred2022-12-31$186,893
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,595,534
Participant contributions at end of year2022-12-31$721,423
Participant contributions at beginning of year2022-12-31$601,244
Participant contributions at end of year2022-12-31$268,790
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,529,645
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,823,162
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$354,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,769,651
Value of net assets at end of year (total assets less liabilities)2022-12-31$106,726,683
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$118,496,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$98,338,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$110,960,886
Income. Interest from loans (other than to participants)2022-12-31$31,021
Value of interest in common/collective trusts at end of year2022-12-31$1,945,766
Value of interest in common/collective trusts at beginning of year2022-12-31$1,850,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$79,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$53,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$53,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$479
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$28,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,826,193
Employer contributions (assets) at end of year2022-12-31$3,843,322
Employer contributions (assets) at beginning of year2022-12-31$3,206,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,724,498
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$-21,746,827
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CITRIN COOPERMAN AND COMPANY LLP
Accountancy firm EIN2022-12-31222428965
2021 : COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$151,279
Total unrealized appreciation/depreciation of assets2021-12-31$151,279
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$19,819,332
Total loss/gain on sale of assets2021-12-31$6,554,333
Total of all expenses incurred2021-12-31$6,240,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,049,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,078,984
Value of total assets at end of year2021-12-31$118,496,334
Value of total assets at beginning of year2021-12-31$104,917,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$191,070
Total interest from all sources2021-12-31$29,977
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,004,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,004,759
Administrative expenses professional fees incurred2021-12-31$191,070
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,475,582
Participant contributions at end of year2021-12-31$601,244
Participant contributions at beginning of year2021-12-31$584,619
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$243,020
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,823,162
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,671,883
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$348,374
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,578,484
Value of net assets at end of year (total assets less liabilities)2021-12-31$118,496,334
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$104,917,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$110,960,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$99,127,766
Interest on participant loans2021-12-31$29,506
Value of interest in common/collective trusts at end of year2021-12-31$1,850,297
Value of interest in common/collective trusts at beginning of year2021-12-31$1,039,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$53,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$53,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$53,333
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$471
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$31,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,255,028
Employer contributions (assets) at end of year2021-12-31$3,206,940
Employer contributions (assets) at beginning of year2021-12-31$2,197,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,018,081
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$6,554,333
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CITRIN COOPERMAN AND COMPANY LLP
Accountancy firm EIN2021-12-31222428965
2020 : COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$139,923
Total unrealized appreciation/depreciation of assets2020-12-31$139,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$16,723,065
Total loss/gain on sale of assets2020-12-31$7,679,478
Total of all expenses incurred2020-12-31$4,350,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,200,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,318,180
Value of total assets at end of year2020-12-31$104,917,850
Value of total assets at beginning of year2020-12-31$92,545,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$149,972
Total interest from all sources2020-12-31$39,307
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,546,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,546,171
Administrative expenses professional fees incurred2020-12-31$149,972
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$3,116,980
Participant contributions at end of year2020-12-31$584,619
Participant contributions at beginning of year2020-12-31$715,220
Participant contributions at end of year2020-12-31$243,020
Participant contributions at beginning of year2020-12-31$151,894
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,671,883
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,531,959
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$41,947
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$6
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$12,372,559
Value of net assets at end of year (total assets less liabilities)2020-12-31$104,917,850
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$92,545,291
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$99,127,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$87,433,477
Interest on participant loans2020-12-31$38,275
Value of interest in common/collective trusts at end of year2020-12-31$1,039,819
Value of interest in common/collective trusts at beginning of year2020-12-31$581,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$53,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$52,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$52,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,032
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$31,697
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,159,253
Employer contributions (assets) at end of year2020-12-31$2,197,410
Employer contributions (assets) at beginning of year2020-12-31$2,078,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,168,837
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
Aggregate proceeds on sale of assets2020-12-31$7,679,478
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CITRIN COOPERMAN AND COMPANY LLP
Accountancy firm EIN2020-12-31222428965
2019 : COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$129,808
Total unrealized appreciation/depreciation of assets2019-12-31$129,808
Total liabilities at end 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$19,508,730
Total loss/gain on sale of assets2019-12-31$10,892,730
Total of all expenses incurred2019-12-31$2,239,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,092,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,781,585
Value of total assets at end of year2019-12-31$92,545,291
Value of total assets at beginning of year2019-12-31$75,276,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$146,930
Total interest from all sources2019-12-31$35,238
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,668,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,668,808
Administrative expenses professional fees incurred2019-12-31$146,930
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$2,685,265
Participant contributions at end of year2019-12-31$715,220
Participant contributions at beginning of year2019-12-31$567,212
Participant contributions at end of year2019-12-31$151,894
Participant contributions at beginning of year2019-12-31$252,456
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,531,959
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,402,151
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$52,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$561
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$17,269,105
Value of net assets at end of year (total assets less liabilities)2019-12-31$92,545,291
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$75,276,186
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 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$87,433,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$70,248,214
Interest on participant loans2019-12-31$34,287
Value of interest in common/collective trusts at end of year2019-12-31$581,913
Value of interest in common/collective trusts at beginning of year2019-12-31$768,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$52,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$51,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$51,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$951
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$31,855
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,043,527
Employer contributions (assets) at end of year2019-12-31$2,078,527
Employer contributions (assets) at beginning of year2019-12-31$1,986,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,060,840
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$10,892,730
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
Accountancy firm name2019-12-31CITRIN COOPERMAN AND COMPANY LLP
Accountancy firm EIN2019-12-31222428965
2018 : COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$56,450
Total unrealized appreciation/depreciation of assets2018-12-31$56,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,672,047
Total loss/gain on sale of assets2018-12-31$-6,902,706
Total of all expenses incurred2018-12-31$4,631,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,497,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,754,178
Value of total assets at end of year2018-12-31$75,276,186
Value of total assets at beginning of year2018-12-31$78,235,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$134,081
Total interest from all sources2018-12-31$27,025
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,737,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,737,100
Administrative expenses professional fees incurred2018-12-31$134,081
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,584,572
Participant contributions at end of year2018-12-31$567,212
Participant contributions at beginning of year2018-12-31$583,162
Participant contributions at end of year2018-12-31$252,456
Participant contributions at beginning of year2018-12-31$231,585
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,402,151
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,437,071
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$183,602
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,959,135
Value of net assets at end of year (total assets less liabilities)2018-12-31$75,276,186
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$78,235,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$70,248,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$74,043,162
Interest on participant loans2018-12-31$26,052
Value of interest in common/collective trusts at end of year2018-12-31$768,799
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$51,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$49,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$49,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$973
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$31,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,986,004
Employer contributions (assets) at end of year2018-12-31$1,986,004
Employer contributions (assets) at beginning of year2018-12-31$1,890,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,465,246
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$-6,902,706
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CITRIN COOPERMAN AND COMPANY LLP
Accountancy firm EIN2018-12-31222428965
2017 : COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$115,834
Total unrealized appreciation/depreciation of assets2017-12-31$115,834
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,556,317
Total loss/gain on sale of assets2017-12-31$7,551,058
Total of all expenses incurred2017-12-31$1,059,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,025,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,115,609
Value of total assets at end of year2017-12-31$78,235,321
Value of total assets at beginning of year2017-12-31$63,738,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,108
Total interest from all sources2017-12-31$23,939
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,698,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,698,598
Administrative expenses professional fees incurred2017-12-31$34,108
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,549,269
Participant contributions at end of year2017-12-31$583,162
Participant contributions at beginning of year2017-12-31$463,930
Participant contributions at end of year2017-12-31$231,585
Participant contributions at beginning of year2017-12-31$247,860
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,437,071
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,346,237
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$651,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$51,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,496,559
Value of net assets at end of year (total assets less liabilities)2017-12-31$78,235,321
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$63,738,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$74,043,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$59,843,165
Interest on participant loans2017-12-31$22,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$49,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$25,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$25,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,575
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$31,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,914,600
Employer contributions (assets) at end of year2017-12-31$1,890,846
Employer contributions (assets) at beginning of year2017-12-31$1,811,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$993,705
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$7,551,058
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CITRIN COOPERMAN AND COMPANY LLP
Accountancy firm EIN2017-12-31222428965
2016 : COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$77,054
Total unrealized appreciation/depreciation of assets2016-12-31$77,054
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,599,916
Total loss/gain on sale of assets2016-12-31$2,133,954
Total of all expenses incurred2016-12-31$2,967,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,933,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,410,313
Value of total assets at end of year2016-12-31$63,738,762
Value of total assets at beginning of year2016-12-31$58,105,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,438
Total interest from all sources2016-12-31$24,390
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,857,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,857,896
Administrative expenses professional fees incurred2016-12-31$30,675
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,321,893
Participant contributions at end of year2016-12-31$463,930
Participant contributions at beginning of year2016-12-31$551,897
Participant contributions at end of year2016-12-31$247,860
Participant contributions at beginning of year2016-12-31$234,435
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,346,237
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,269,183
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$226,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$96,309
Administrative expenses (other) incurred2016-12-31$2,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,632,836
Value of net assets at end of year (total assets less liabilities)2016-12-31$63,738,762
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$58,105,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$59,843,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$54,234,947
Interest on participant loans2016-12-31$22,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$25,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$26,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$26,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,578
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$31,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,861,991
Employer contributions (assets) at end of year2016-12-31$1,811,991
Employer contributions (assets) at beginning of year2016-12-31$1,789,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,901,697
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,133,954
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CITRIN COOPERMAN AND COMPANY LLP
Accountancy firm EIN2016-12-31222428965
2015 : COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$71,648
Total unrealized appreciation/depreciation of assets2015-12-31$71,648
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,903,162
Total loss/gain on sale of assets2015-12-31$-3,443,765
Total of all expenses incurred2015-12-31$1,366,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,335,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,136,963
Value of total assets at end of year2015-12-31$58,105,926
Value of total assets at beginning of year2015-12-31$55,568,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,133
Total interest from all sources2015-12-31$29,032
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,953,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,953,842
Administrative expenses professional fees incurred2015-12-31$30,133
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,202,066
Participant contributions at end of year2015-12-31$551,897
Participant contributions at beginning of year2015-12-31$589,127
Participant contributions at end of year2015-12-31$234,435
Participant contributions at beginning of year2015-12-31$234,435
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,269,183
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,288,414
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$137,493
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$155,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,537,058
Value of net assets at end of year (total assets less liabilities)2015-12-31$58,105,926
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$55,568,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$54,234,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$51,503,511
Interest on participant loans2015-12-31$26,134
Interest earned on other investments2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$26,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$282,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$282,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,898
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$31,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,797,404
Employer contributions (assets) at end of year2015-12-31$1,789,004
Employer contributions (assets) at beginning of year2015-12-31$1,670,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,304,026
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$-3,443,765
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CITRIN COOPERMAN AND COMPANY LLP
Accountancy firm EIN2015-12-31222428965
2014 : COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$459,939
Total unrealized appreciation/depreciation of assets2014-12-31$459,939
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,750,394
Total loss/gain on sale of assets2014-12-31$74,144
Total of all expenses incurred2014-12-31$1,398,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,397,574
Expenses. Certain deemed distributions of participant loans2014-12-31$1,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,808,691
Value of total assets at end of year2014-12-31$55,568,868
Value of total assets at beginning of year2014-12-31$50,217,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$33,132
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,281,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,281,779
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,018,036
Participant contributions at end of year2014-12-31$589,127
Participant contributions at beginning of year2014-12-31$621,869
Participant contributions at end of year2014-12-31$234,435
Participant contributions at beginning of year2014-12-31$162,075
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,288,414
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,208,417
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$119,900
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$92,709
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$5,351,501
Value of net assets at end of year (total assets less liabilities)2014-12-31$55,568,868
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$50,217,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$51,503,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$46,394,097
Interest on participant loans2014-12-31$30,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$282,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$281,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$281,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,001
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$31,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,670,755
Employer contributions (assets) at end of year2014-12-31$1,670,755
Employer contributions (assets) at beginning of year2014-12-31$1,549,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,365,669
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,494,542
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,420,398
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN2014-12-31221655803
2013 : COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,324,381
Total unrealized appreciation/depreciation of assets2013-12-31$5,324,381
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,730,012
Total loss/gain on sale of assets2013-12-31$382,407
Total of all expenses incurred2013-12-31$824,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$815,861
Value of total corrective distributions2013-12-31$7,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,539,068
Value of total assets at end of year2013-12-31$50,217,367
Value of total assets at beginning of year2013-12-31$40,311,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,616
Total interest from all sources2013-12-31$1,380,938
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,616
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,910,960
Participant contributions at end of year2013-12-31$621,869
Participant contributions at beginning of year2013-12-31$525,511
Participant contributions at end of year2013-12-31$162,075
Participant contributions at beginning of year2013-12-31$131,350
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,208,417
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,288,166
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$21,158
Other income not declared elsewhere2013-12-31$103,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$57,098
Value of net income/loss2013-12-31$9,905,498
Value of net assets at end of year (total assets less liabilities)2013-12-31$50,217,367
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,311,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$46,394,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$36,699,045
Interest on participant loans2013-12-31$30,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$281,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$97,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$97,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,350,222
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$32,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,549,852
Employer contributions (assets) at end of year2013-12-31$1,549,852
Employer contributions (assets) at beginning of year2013-12-31$1,570,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$783,804
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$382,407
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN2013-12-31221655803
2012 : COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,915,928
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,882,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,878,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,566,365
Value of total assets at end of year2012-12-31$40,311,869
Value of total assets at beginning of year2012-12-31$34,278,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,618
Total interest from all sources2012-12-31$172,833
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$947,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$947,669
Administrative expenses professional fees incurred2012-12-31$3,618
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,870,970
Participant contributions at end of year2012-12-31$525,511
Participant contributions at beginning of year2012-12-31$382,041
Participant contributions at end of year2012-12-31$131,350
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,288,166
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,430,867
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,124,828
Other income not declared elsewhere2012-12-31$22,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,033,815
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,311,869
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,278,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$36,699,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$30,864,325
Interest on participant loans2012-12-31$27,888
Interest earned on other investments2012-12-31$144,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$97,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$104,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$104,025
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$110
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$32,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,206,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,570,567
Employer contributions (assets) at end of year2012-12-31$1,570,567
Employer contributions (assets) at beginning of year2012-12-31$1,496,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,846,438
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN2012-12-31221655803
2011 : COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,104,319
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,701,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,636,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,395,521
Value of total assets at end of year2011-12-31$34,278,054
Value of total assets at beginning of year2011-12-31$34,875,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$65,052
Total interest from all sources2011-12-31$323,476
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,885,852
Participant contributions at end of year2011-12-31$382,041
Participant contributions at beginning of year2011-12-31$354,711
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$123,370
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,192,377
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,696,571
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,873
Other income not declared elsewhere2011-12-31$51,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-597,446
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,278,054
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,875,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$65,052
Value of interest in pooled separate accounts at end of year2011-12-31$30,864,325
Value of interest in pooled separate accounts at beginning of year2011-12-31$30,859,195
Interest on participant loans2011-12-31$25,651
Interest earned on other investments2011-12-31$282,058
Income. Interest from corporate debt instruments2011-12-31$15,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$104,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$111,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$111,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$295
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$33,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-666,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,496,796
Employer contributions (assets) at end of year2011-12-31$1,496,796
Employer contributions (assets) at beginning of year2011-12-31$1,447,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,602,742
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$238,490
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$283,018
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN2011-12-31221655803
2010 : COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,788,282
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$785,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$757,227
Expenses. Certain deemed distributions of participant loans2010-12-31$26,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,309,118
Value of total assets at end of year2010-12-31$34,875,500
Value of total assets at beginning of year2010-12-31$28,872,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,260
Total interest from all sources2010-12-31$474,806
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,847,654
Participant contributions at end of year2010-12-31$354,711
Participant contributions at beginning of year2010-12-31$336,471
Participant contributions at end of year2010-12-31$123,370
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,696,571
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,480,131
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,025
Other income not declared elsewhere2010-12-31$13,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,002,877
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,875,500
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,872,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,260
Value of interest in pooled separate accounts at end of year2010-12-31$30,859,195
Value of interest in pooled separate accounts at beginning of year2010-12-31$25,049,456
Interest on participant loans2010-12-31$19,561
Interest earned on other investments2010-12-31$436,225
Income. Interest from corporate debt instruments2010-12-31$18,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$111,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$145,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$145,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$236
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$32,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,991,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,447,439
Employer contributions (assets) at end of year2010-12-31$1,447,439
Employer contributions (assets) at beginning of year2010-12-31$1,446,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$725,170
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$283,018
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$414,938
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN2010-12-31221655803
2009 : COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN

2022: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COLE SCHOTZ P C 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COLE SCHOTZ P C PROFIT-SHARING AND 401(K)PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number34142
Policy instance 3
Insurance contract or identification number34142
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
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
MML BAYSTATE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70416 )
Policy contract numberL007870161
Policy instance 2
Insurance contract or identification numberL007870161
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $62
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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 $44
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number032055440
Policy instance 1
Insurance contract or identification number032055440
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $72
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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 $36
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
MML BAYSTATE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70416 )
Policy contract numberL007870161
Policy instance 2
Insurance contract or identification numberL007870161
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $69
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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 $49
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number032055440
Policy instance 1
Insurance contract or identification number032055440
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $72
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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 $36
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number34142
Policy instance 3
Insurance contract or identification number34142
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MML BAYSTATE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70416 )
Policy contract number009662217
Policy instance 2
Insurance contract or identification number009662217
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $49
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number032055440
Policy instance 1
Insurance contract or identification number032055440
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $72
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number009662217
Policy instance 2
Insurance contract or identification number009662217
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $44
Total amount of fees paid to insurance companyUSD $0
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number032055440
Policy instance 1
Insurance contract or identification number032055440
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $72
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number032055440
Policy instance 1
Insurance contract or identification number032055440
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $72
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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 $36
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
MML BAYSTATE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70416 )
Policy contract numberL007870161
Policy instance 2
Insurance contract or identification numberL007870161
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $35
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameKOROGHLIAN GEORGE R
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number032055440
Policy instance 1
Insurance contract or identification number032055440
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $72
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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 $36
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameSCHNEIDER COREY A

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