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BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 401k Plan overview

Plan NameBEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S
Plan identification number 003

BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

BEERMANN, PRITIKIN, MIRABELLI, SWERDLOVE LLP has sponsored the creation of one or more 401k plans.

Company Name:BEERMANN, PRITIKIN, MIRABELLI, SWERDLOVE LLP
Employer identification number (EIN):362386551
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01HOWARD LONDON2023-06-14
0032021-01-01HOWARD LONDON2022-08-23
0032020-01-01HOWARD LONDON2021-09-30
0032019-01-01HOWARD LONDON2020-07-15
0032018-01-01
0032017-01-01HOWARD LONDON2018-09-27 HOWARD LONDON2018-09-27
0032016-01-01LYLE GENIN2017-10-03 LYLE GENIN2017-10-03
0032015-01-01LYLE GENIN LYLE GENIN2016-09-17
0032014-01-01LYLE GENIN LYLE GENIN2015-09-22
0032013-01-01LYLE GENIN LYLE GENIN2014-09-28
0032012-01-01LYLE GENIN LYLE GENIN2013-10-02
0032011-01-01LYLE GENIN LYLE GENIN2012-10-03
0032010-01-01LYLE GENIN LYLE GENIN2011-10-13
0032009-01-01LYLE GENIN LYLE GENIN2010-09-22

Plan Statistics for BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S

401k plan membership statisitcs for BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S

Measure Date Value
2018: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2018 401k membership
Total participants, beginning-of-year2018-01-0169
Total number of active participants reported on line 7a of the Form 55002018-01-0162
Number of retired or separated participants receiving benefits2018-01-013
Total of all active and inactive participants2018-01-0165
Total participants2018-01-0165
Number of participants with account balances2018-01-0165
2017: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2017 401k membership
Total participants, beginning-of-year2017-01-0165
Total number of active participants reported on line 7a of the Form 55002017-01-0164
Number of retired or separated participants receiving benefits2017-01-015
Total of all active and inactive participants2017-01-0169
Total participants2017-01-0169
Number of participants with account balances2017-01-0169
2016: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2016 401k membership
Total participants, beginning-of-year2016-01-0159
Total number of active participants reported on line 7a of the Form 55002016-01-0161
Number of retired or separated participants receiving benefits2016-01-014
Total of all active and inactive participants2016-01-0165
Total participants2016-01-0165
Number of participants with account balances2016-01-0165
2015: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2015 401k membership
Total participants, beginning-of-year2015-01-0158
Total number of active participants reported on line 7a of the Form 55002015-01-0153
Number of retired or separated participants receiving benefits2015-01-016
Total of all active and inactive participants2015-01-0159
Total participants2015-01-0159
Number of participants with account balances2015-01-0159
2014: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2014 401k membership
Total participants, beginning-of-year2014-01-0149
Total number of active participants reported on line 7a of the Form 55002014-01-0151
Number of retired or separated participants receiving benefits2014-01-017
Total of all active and inactive participants2014-01-0158
Total participants2014-01-0158
Number of participants with account balances2014-01-0158
2013: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2013 401k membership
Total participants, beginning-of-year2013-01-0150
Total number of active participants reported on line 7a of the Form 55002013-01-0145
Number of retired or separated participants receiving benefits2013-01-014
Total of all active and inactive participants2013-01-0149
Total participants2013-01-0149
Number of participants with account balances2013-01-0149
2012: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2012 401k membership
Total participants, beginning-of-year2012-01-0153
Total number of active participants reported on line 7a of the Form 55002012-01-0145
Number of retired or separated participants receiving benefits2012-01-015
Total of all active and inactive participants2012-01-0150
Total participants2012-01-0150
Number of participants with account balances2012-01-0150
2011: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2011 401k membership
Total participants, beginning-of-year2011-01-0154
Total number of active participants reported on line 7a of the Form 55002011-01-0147
Number of retired or separated participants receiving benefits2011-01-016
Total of all active and inactive participants2011-01-0153
Total participants2011-01-0153
Number of participants with account balances2011-01-0153
2010: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2010 401k membership
Total participants, beginning-of-year2010-01-0148
Total number of active participants reported on line 7a of the Form 55002010-01-0149
Number of retired or separated participants receiving benefits2010-01-015
Total of all active and inactive participants2010-01-0154
Total participants2010-01-0154
Number of participants with account balances2010-01-0154
2009: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2009 401k membership
Total participants, beginning-of-year2009-01-0147
Total number of active participants reported on line 7a of the Form 55002009-01-0144
Number of retired or separated participants receiving benefits2009-01-014
Total of all active and inactive participants2009-01-0148
Total participants2009-01-0148
Number of participants with account balances2009-01-0148

Financial Data on BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S

Measure Date Value
2018 : BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2018 401k financial data
Total income from all sources2018-12-31$1,395,128
Expenses. Total of all expenses incurred2018-12-31$9,670,343
Benefits paid (including direct rollovers)2018-12-31$9,613,802
Total plan assets at end of year2018-12-31$7,292,722
Total plan assets at beginning of year2018-12-31$15,567,937
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$472,446
Net income (gross income less expenses)2018-12-31$-8,275,215
Net plan assets at end of year (total assets less liabilities)2018-12-31$7,292,722
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$15,567,937
Total contributions received or receivable from employer(s)2018-12-31$922,682
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$56,541
2017 : BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2017 401k financial data
Total income from all sources2017-12-31$3,520,344
Expenses. Total of all expenses incurred2017-12-31$1,301,165
Benefits paid (including direct rollovers)2017-12-31$1,241,564
Total plan assets at end of year2017-12-31$15,567,937
Total plan assets at beginning of year2017-12-31$13,348,758
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$2,577,923
Net income (gross income less expenses)2017-12-31$2,219,179
Net plan assets at end of year (total assets less liabilities)2017-12-31$15,567,937
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$13,348,758
Total contributions received or receivable from employer(s)2017-12-31$942,421
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$59,601
2016 : BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2016 401k financial data
Total income from all sources2016-12-31$1,857,459
Expenses. Total of all expenses incurred2016-12-31$693,752
Benefits paid (including direct rollovers)2016-12-31$640,109
Total plan assets at end of year2016-12-31$13,348,758
Total plan assets at beginning of year2016-12-31$12,185,051
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$920,434
Net income (gross income less expenses)2016-12-31$1,163,707
Net plan assets at end of year (total assets less liabilities)2016-12-31$13,348,758
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$12,185,051
Total contributions received or receivable from employer(s)2016-12-31$937,025
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$53,643
2015 : BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2015 401k financial data
Total income from all sources2015-12-31$958,266
Expenses. Total of all expenses incurred2015-12-31$591,250
Benefits paid (including direct rollovers)2015-12-31$541,863
Total plan assets at end of year2015-12-31$12,185,051
Total plan assets at beginning of year2015-12-31$11,818,035
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$106,803
Net income (gross income less expenses)2015-12-31$367,016
Net plan assets at end of year (total assets less liabilities)2015-12-31$12,185,051
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$11,818,035
Total contributions received or receivable from employer(s)2015-12-31$851,463
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$49,387
2014 : BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2014 401k financial data
Total income from all sources2014-12-31$1,614,571
Expenses. Total of all expenses incurred2014-12-31$610,703
Benefits paid (including direct rollovers)2014-12-31$563,289
Total plan assets at end of year2014-12-31$11,818,035
Total plan assets at beginning of year2014-12-31$10,814,167
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$721,534
Net income (gross income less expenses)2014-12-31$1,003,868
Net plan assets at end of year (total assets less liabilities)2014-12-31$11,818,035
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$10,814,167
Total contributions received or receivable from employer(s)2014-12-31$893,037
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$47,414
2013 : BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2013 401k financial data
Total income from all sources2013-12-31$2,328,594
Expenses. Total of all expenses incurred2013-12-31$549,728
Benefits paid (including direct rollovers)2013-12-31$509,465
Total plan assets at end of year2013-12-31$10,814,167
Total plan assets at beginning of year2013-12-31$9,035,301
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$1,612,288
Net income (gross income less expenses)2013-12-31$1,778,866
Net plan assets at end of year (total assets less liabilities)2013-12-31$10,814,167
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,035,301
Total contributions received or receivable from employer(s)2013-12-31$716,306
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$40,263
2012 : BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2012 401k financial data
Total income from all sources2012-12-31$1,490,650
Expenses. Total of all expenses incurred2012-12-31$802,331
Benefits paid (including direct rollovers)2012-12-31$770,273
Total plan assets at end of year2012-12-31$9,035,301
Total plan assets at beginning of year2012-12-31$8,346,982
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$749,276
Net income (gross income less expenses)2012-12-31$688,319
Net plan assets at end of year (total assets less liabilities)2012-12-31$9,035,301
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,346,982
Total contributions received or receivable from employer(s)2012-12-31$741,374
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$32,058
2011 : BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2011 401k financial data
Total income from all sources2011-12-31$830,240
Expenses. Total of all expenses incurred2011-12-31$317,988
Benefits paid (including direct rollovers)2011-12-31$289,370
Total plan assets at end of year2011-12-31$8,346,982
Total plan assets at beginning of year2011-12-31$7,834,730
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$143,947
Net income (gross income less expenses)2011-12-31$512,252
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,346,982
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,834,730
Total contributions received or receivable from employer(s)2011-12-31$686,293
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$28,618
2010 : BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2010 401k financial data
Total income from all sources2010-12-31$1,686,804
Expenses. Total of all expenses incurred2010-12-31$166,026
Benefits paid (including direct rollovers)2010-12-31$147,940
Total plan assets at end of year2010-12-31$7,834,730
Total plan assets at beginning of year2010-12-31$6,313,952
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$985,157
Net income (gross income less expenses)2010-12-31$1,520,778
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,834,730
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,313,952
Total contributions received or receivable from employer(s)2010-12-31$701,647
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$18,086

Form 5500 Responses for BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S

2018: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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