BEERMANN, PRITIKIN, MIRABELLI, SWERDLOVE LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S
401k plan membership statisitcs for BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S
Measure | Date | Value |
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2018: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 62 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 65 |
Total participants | 2018-01-01 | 65 |
Number of participants with account balances | 2018-01-01 | 65 |
2017: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 64 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 5 |
Total of all active and inactive participants | 2017-01-01 | 69 |
Total participants | 2017-01-01 | 69 |
Number of participants with account balances | 2017-01-01 | 69 |
2016: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 61 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 65 |
Total participants | 2016-01-01 | 65 |
Number of participants with account balances | 2016-01-01 | 65 |
2015: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 59 |
Total participants | 2015-01-01 | 59 |
Number of participants with account balances | 2015-01-01 | 59 |
2014: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 58 |
Total participants | 2014-01-01 | 58 |
Number of participants with account balances | 2014-01-01 | 58 |
2013: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 49 |
Total participants | 2013-01-01 | 49 |
Number of participants with account balances | 2013-01-01 | 49 |
2012: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 50 |
Total participants | 2012-01-01 | 50 |
Number of participants with account balances | 2012-01-01 | 50 |
2011: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 53 |
Total participants | 2011-01-01 | 53 |
Number of participants with account balances | 2011-01-01 | 53 |
2010: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 5 |
Total of all active and inactive participants | 2010-01-01 | 54 |
Total participants | 2010-01-01 | 54 |
Number of participants with account balances | 2010-01-01 | 54 |
2009: BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 48 |
Total participants | 2009-01-01 | 48 |
Number of participants with account balances | 2009-01-01 | 48 |
Measure | Date | Value |
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2018 : BEERMANN PRITIKIN MIRABELLI SWERDLOVE LLP PROFIT S 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $1,395,128 |
Expenses. Total of all expenses incurred | 2018-12-31 | $9,670,343 |
Benefits paid (including direct rollovers) | 2018-12-31 | $9,613,802 |
Total plan assets at end of year | 2018-12-31 | $7,292,722 |
Total plan assets at beginning of year | 2018-12-31 | $15,567,937 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Other income received | 2018-12-31 | $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 |
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Total income from all sources | 2017-12-31 | $3,520,344 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,301,165 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,241,564 |
Total plan assets at end of year | 2017-12-31 | $15,567,937 |
Total plan assets at beginning of year | 2017-12-31 | $13,348,758 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $1,857,459 |
Expenses. Total of all expenses incurred | 2016-12-31 | $693,752 |
Benefits paid (including direct rollovers) | 2016-12-31 | $640,109 |
Total plan assets at end of year | 2016-12-31 | $13,348,758 |
Total plan assets at beginning of year | 2016-12-31 | $12,185,051 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $958,266 |
Expenses. Total of all expenses incurred | 2015-12-31 | $591,250 |
Benefits paid (including direct rollovers) | 2015-12-31 | $541,863 |
Total plan assets at end of year | 2015-12-31 | $12,185,051 |
Total plan assets at beginning of year | 2015-12-31 | $11,818,035 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Other income received | 2015-12-31 | $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 |
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Total income from all sources | 2014-12-31 | $1,614,571 |
Expenses. Total of all expenses incurred | 2014-12-31 | $610,703 |
Benefits paid (including direct rollovers) | 2014-12-31 | $563,289 |
Total plan assets at end of year | 2014-12-31 | $11,818,035 |
Total plan assets at beginning of year | 2014-12-31 | $10,814,167 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $2,328,594 |
Expenses. Total of all expenses incurred | 2013-12-31 | $549,728 |
Benefits paid (including direct rollovers) | 2013-12-31 | $509,465 |
Total plan assets at end of year | 2013-12-31 | $10,814,167 |
Total plan assets at beginning of year | 2013-12-31 | $9,035,301 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Other income received | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $1,490,650 |
Expenses. Total of all expenses incurred | 2012-12-31 | $802,331 |
Benefits paid (including direct rollovers) | 2012-12-31 | $770,273 |
Total plan assets at end of year | 2012-12-31 | $9,035,301 |
Total plan assets at beginning of year | 2012-12-31 | $8,346,982 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $830,240 |
Expenses. Total of all expenses incurred | 2011-12-31 | $317,988 |
Benefits paid (including direct rollovers) | 2011-12-31 | $289,370 |
Total plan assets at end of year | 2011-12-31 | $8,346,982 |
Total plan assets at beginning of year | 2011-12-31 | $7,834,730 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Other income received | 2011-12-31 | $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 |
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Total income from all sources | 2010-12-31 | $1,686,804 |
Expenses. Total of all expenses incurred | 2010-12-31 | $166,026 |
Benefits paid (including direct rollovers) | 2010-12-31 | $147,940 |
Total plan assets at end of year | 2010-12-31 | $7,834,730 |
Total plan assets at beginning of year | 2010-12-31 | $6,313,952 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Other income received | 2010-12-31 | $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 |