LAW OFFICE OF GERALD M. SHAPIRO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOGS LEGAL NETWORK 401(K) PLAN
Measure | Date | Value |
---|
2022 : LOGS LEGAL NETWORK 401(K) PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
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 | $-5,759,308 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,198,422 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,039,287 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $26,915 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,058,927 |
Value of total assets at end of year | 2022-12-31 | $34,914,837 |
Value of total assets at beginning of year | 2022-12-31 | $43,872,567 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $132,220 |
Total interest from all sources | 2022-12-31 | $22,488 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $973,298 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $973,298 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,413,594 |
Participant contributions at end of year | 2022-12-31 | $347,668 |
Participant contributions at beginning of year | 2022-12-31 | $353,715 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $515,535 |
Other income not declared elsewhere | 2022-12-31 | $5,125 |
Administrative expenses (other) incurred | 2022-12-31 | $132,220 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-8,957,730 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $34,914,837 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $43,872,567 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $28,833,307 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $36,861,163 |
Interest on participant loans | 2022-12-31 | $22,488 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $5,733,862 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $6,657,689 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,486,907 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-1,332,239 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $129,798 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,039,287 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | RSMUS LLP |
Accountancy firm EIN | 2022-12-31 | 420714325 |
2021 : LOGS LEGAL NETWORK 401(K) PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $158,027 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
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 | $7,784,553 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,638,880 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,439,089 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $88,489 |
Value of total corrective distributions | 2021-12-31 | $21,540 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,428,784 |
Value of total assets at end of year | 2021-12-31 | $43,872,567 |
Value of total assets at beginning of year | 2021-12-31 | $41,568,867 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $89,762 |
Total interest from all sources | 2021-12-31 | $24,139 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,967,423 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,967,423 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,254,532 |
Participant contributions at end of year | 2021-12-31 | $353,715 |
Participant contributions at beginning of year | 2021-12-31 | $489,420 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $61,840 |
Other income not declared elsewhere | 2021-12-31 | $3,308 |
Administrative expenses (other) incurred | 2021-12-31 | $89,762 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,145,673 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $43,872,567 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $41,568,867 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $36,861,163 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $35,262,806 |
Interest on participant loans | 2021-12-31 | $24,139 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $6,657,689 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $5,816,641 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,638,942 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $721,957 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $112,412 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,439,089 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | RSMUS LLP |
Accountancy firm EIN | 2021-12-31 | 420714325 |
2020 : LOGS LEGAL NETWORK 401(K) PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $131,386 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
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 | $7,583,743 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $5,787,813 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,522,405 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $70,882 |
Value of total corrective distributions | 2020-12-31 | $77,708 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,665,743 |
Value of total assets at end of year | 2020-12-31 | $41,568,867 |
Value of total assets at beginning of year | 2020-12-31 | $39,641,551 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $116,818 |
Total interest from all sources | 2020-12-31 | $26,252 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,214,102 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,214,102 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,392,352 |
Participant contributions at end of year | 2020-12-31 | $489,420 |
Participant contributions at beginning of year | 2020-12-31 | $567,513 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $155,585 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $199 |
Other income not declared elsewhere | 2020-12-31 | $86,273 |
Administrative expenses (other) incurred | 2020-12-31 | $116,818 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,795,930 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $41,568,867 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $39,641,551 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $35,262,806 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $38,247,594 |
Interest on participant loans | 2020-12-31 | $26,252 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $5,816,641 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $826,444 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,566,982 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $24,391 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $117,806 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,522,206 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | RSMUS LLP |
Accountancy firm EIN | 2020-12-31 | 420714325 |
2019 : LOGS LEGAL NETWORK 401(K) PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $5,875,668 |
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 | $11,966,570 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,680,918 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,405,510 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $16,957 |
Value of total corrective distributions | 2019-12-31 | $87,590 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,474,751 |
Value of total assets at end of year | 2019-12-31 | $39,641,551 |
Value of total assets at beginning of year | 2019-12-31 | $36,231,567 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $170,861 |
Total interest from all sources | 2019-12-31 | $44,272 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,542,261 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,542,261 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,779,539 |
Participant contributions at end of year | 2019-12-31 | $567,513 |
Participant contributions at beginning of year | 2019-12-31 | $795,963 |
Participant contributions at beginning of year | 2019-12-31 | $231 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $441,616 |
Other income not declared elsewhere | 2019-12-31 | $29,217 |
Administrative expenses (other) incurred | 2019-12-31 | $170,861 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $9,285,652 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $39,641,551 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $36,231,567 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $38,247,594 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $33,988,353 |
Interest on participant loans | 2019-12-31 | $44,272 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $826,444 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,447,009 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,840,241 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $35,828 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $253,596 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $11 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,405,510 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | RSMUS LLP |
Accountancy firm EIN | 2019-12-31 | 420714325 |