NJ SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INSURANCE TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NJ SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INSURANCE TRUST
401k plan membership statisitcs for NJ SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INSURANCE TRUST
| Measure | Date | Value |
|---|
| 2012 : NJ SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INSURANCE TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $1,200 |
| Total plan liabilities at beginning of year | 2012-12-31 | $4,500 |
| Total income from all sources | 2012-12-31 | $159,477 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $167,312 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $162,349 |
| Total plan assets at end of year | 2012-12-31 | $75,751 |
| Total plan assets at beginning of year | 2012-12-31 | $86,886 |
| Total contributions received or receivable from participants | 2012-12-31 | $159,474 |
| Other income received | 2012-12-31 | $3 |
| Net income (gross income less expenses) | 2012-12-31 | $-7,835 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $74,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $82,386 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,963 |
| 2011 : NJ SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INSURANCE TRUST 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,500 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,400 |
| Total income from all sources (including contributions) | 2011-12-31 | $170,550 |
| Total of all expenses incurred | 2011-12-31 | $176,575 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $170,544 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $170,549 |
| Value of total assets at end of year | 2011-12-31 | $86,886 |
| Value of total assets at beginning of year | 2011-12-31 | $92,811 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $6,031 |
| Total interest from all sources | 2011-12-31 | $1 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $5,516 |
| Was this plan covered by a fidelity bond | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $170,549 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $2,863 |
| Administrative expenses (other) incurred | 2011-12-31 | $515 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $4,500 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $4,400 |
| Total non interest bearing cash at end of year | 2011-12-31 | $516 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $1,350 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-6,025 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $82,386 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $88,411 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Interest earned on other investments | 2011-12-31 | $1 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $86,370 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,521 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,521 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $170,544 |
| Asset value of US Government securities at end of year | 2011-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $87,077 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | DRUCKER, MATH & WHITMAN, P.C. |
| Accountancy firm EIN | 2011-12-31 | 223077628 |
| 2010 : NJ SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INSURANCE TRUST 2010 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $4,400 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $4,627 |
| Total income from all sources (including contributions) | 2010-12-31 | $174,091 |
| Total of all expenses incurred | 2010-12-31 | $179,104 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $173,513 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $174,050 |
| Value of total assets at end of year | 2010-12-31 | $92,811 |
| Value of total assets at beginning of year | 2010-12-31 | $98,051 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,591 |
| Total interest from all sources | 2010-12-31 | $41 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $5,073 |
| Was this plan covered by a fidelity bond | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $174,050 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $2,863 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
| Administrative expenses (other) incurred | 2010-12-31 | $518 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $4,400 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $4,400 |
| Total non interest bearing cash at end of year | 2010-12-31 | $1,350 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $2,887 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-5,013 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $88,411 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $93,424 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Interest earned on other investments | 2010-12-31 | $41 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,521 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,074 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,074 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $173,513 |
| Asset value of US Government securities at end of year | 2010-12-31 | $87,077 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $93,090 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $227 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | DRUCKER, MATH & WHITMAN, P.C. |
| Accountancy firm EIN | 2010-12-31 | 223077628 |
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | G510025 |
| Policy instance | 1 |
| Insurance contract or identification number | G510025 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $13,724 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $49,015 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,764 | | Insurance broker organization code? | 3 | | Insurance broker name | CRANBURY PROFESSIONAL SVS. INC. |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | G193581 |
| Policy instance | 2 |
| Insurance contract or identification number | G193581 | | Number of Individuals Covered | 90 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $16,951 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $60,538 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,529 | | Insurance broker organization code? | 3 | | Insurance broker name | CRANBURY PROFESSIONAL SVS. INC. |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | G193582 |
| Policy instance | 3 |
| Insurance contract or identification number | G193582 | | Number of Individuals Covered | 64 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $14,833 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $52,976 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,714 | | Insurance broker organization code? | 3 | | Insurance broker name | CRANBURY PROFESSIONAL SVS. INC. |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | G193581,2 |
| Policy instance | 1 |
| Insurance contract or identification number | G193581,2 | | Number of Individuals Covered | 223 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $38,301 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $163,550 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | G193581,2 |
| Policy instance | 1 |
| Insurance contract or identification number | G193581,2 | | Number of Individuals Covered | 250 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $40,644 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $173,740 | | Commission paid to Insurance Broker | USD $40,644 | | Insurance broker organization code? | 3 | | Insurance broker name | ASKIN, WEBER & REED, INC. |
|
