LEVIN, FISHBEIN, SEDRAN & BERMAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEVIN, SEDRAN & BERMAN 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : LEVIN, SEDRAN & BERMAN 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-01 | 850069 |
| Net assets as of the end of the plan year | 2025-07-01 | 14613269 |
| Total assets as of the beginning of the plan year | 2025-07-01 | 12803881 |
| Value of plan covered by a fidelity bond | 2025-07-01 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-01 | 314332 |
| Value of participant loans at end of plan year | 2025-07-01 | 65629 |
| Other expenses paid from plan in this plan year | 2025-07-01 | 319 |
| Other income to plan in this plan year | 2025-07-01 | 2197310 |
| Plan net income in this plan year | 2025-07-01 | 1809388 |
| Net assets as of the end of the plan year | 2025-07-01 | 14613269 |
| Net assets as of the beginning of the plan year | 2025-07-01 | 12803881 |
| Employer contributions to plan in this plan year | 2025-07-01 | 147815 |
| 2024 : LEVIN, SEDRAN & BERMAN 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-04-16 | 48114 |
| Net assets as of the end of the plan year | 2024-04-16 | 12803881 |
| Total assets as of the beginning of the plan year | 2024-04-16 | 10375207 |
| Value of plan covered by a fidelity bond | 2024-04-16 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-16 | 261772 |
| Value of participant loans at end of plan year | 2024-04-16 | 59483 |
| Other expenses paid from plan in this plan year | 2024-04-16 | 369 |
| Other income to plan in this plan year | 2024-04-16 | 2103672 |
| Plan net income in this plan year | 2024-04-16 | 2428674 |
| Net assets as of the end of the plan year | 2024-04-16 | 12803881 |
| Net assets as of the beginning of the plan year | 2024-04-16 | 10375207 |
| Employer contributions to plan in this plan year | 2024-04-16 | 111344 |
| 2014 : LEVIN, SEDRAN & BERMAN 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $731,720 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $57,686 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $56,928 |
| Total plan assets at end of year | 2014-12-31 | $5,084,302 |
| Total plan assets at beginning of year | 2014-12-31 | $4,410,268 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $283,168 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $758 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $342,574 |
| Net income (gross income less expenses) | 2014-12-31 | $674,034 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,084,302 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,410,268 |
| Assets. Value of participant loans | 2014-12-31 | $40,399 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $105,978 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : LEVIN, SEDRAN & BERMAN 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,143,980 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $724 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $4,410,270 |
| Total plan assets at beginning of year | 2013-12-31 | $3,267,014 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $219,118 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $724 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $823,868 |
| Net income (gross income less expenses) | 2013-12-31 | $1,143,256 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,410,270 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,267,014 |
| Assets. Value of participant loans | 2013-12-31 | $49,655 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $100,994 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : LEVIN, SEDRAN & BERMAN 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $729,169 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $22,457 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $21,847 |
| Total plan assets at end of year | 2012-12-31 | $3,267,014 |
| Total plan assets at beginning of year | 2012-12-31 | $2,560,302 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $234,292 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $610 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $10,947 |
| Other income received | 2012-12-31 | $382,888 |
| Net income (gross income less expenses) | 2012-12-31 | $706,712 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,267,014 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,560,302 |
| Assets. Value of participant loans | 2012-12-31 | $33,916 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $101,042 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : LEVIN, SEDRAN & BERMAN 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $218,694 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $12,359 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $11,591 |
| Total plan assets at end of year | 2011-12-31 | $2,560,302 |
| Total plan assets at beginning of year | 2011-12-31 | $2,353,967 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $223,226 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $768 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-100,897 |
| Net income (gross income less expenses) | 2011-12-31 | $206,335 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,560,302 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,353,967 |
| Assets. Value of participant loans | 2011-12-31 | $52,110 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $96,365 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : LEVIN, SEDRAN & BERMAN 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $561,292 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $5,200 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $4,367 |
| Total plan assets at end of year | 2010-12-31 | $2,353,967 |
| Total plan assets at beginning of year | 2010-12-31 | $1,797,875 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $225,300 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $833 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $242,576 |
| Net income (gross income less expenses) | 2010-12-31 | $556,092 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,353,967 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,797,875 |
| Assets. Value of participant loans | 2010-12-31 | $62,327 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $93,416 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : LEVIN, SEDRAN & BERMAN 401(K) PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2014: LEVIN, SEDRAN & BERMAN 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: LEVIN, SEDRAN & BERMAN 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: LEVIN, SEDRAN & BERMAN 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: LEVIN, SEDRAN & BERMAN 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: LEVIN, SEDRAN & BERMAN 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: LEVIN, SEDRAN & BERMAN 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
