?>
Logo

MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN 401k Plan overview

Plan NameMECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN
Plan identification number 002

MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN 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
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

MECKLER, BULGER, TILSON ET AL has sponsored the creation of one or more 401k plans.

Company Name:MECKLER, BULGER, TILSON ET AL
Employer identification number (EIN):363934269
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01BRUCE MECKLER2016-07-12
0022014-01-01THOMAS DORN
0022013-01-01THOMAS DORN
0022012-01-01THOMAS DORN
0022011-01-01WALTER ROTH2012-10-04 WALTER ROTH2012-10-04
0022010-01-01WALTER ROTH2011-10-10

Plan Statistics for MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN

401k plan membership statisitcs for MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN

Measure Date Value
2014: MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01110
Total number of active participants reported on line 7a of the Form 55002014-01-0177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0192
Number of participants with account balances2014-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-0187
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01110
Number of participants with account balances2013-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01103
Total number of active participants reported on line 7a of the Form 55002012-01-01105
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01124
Number of participants with account balances2012-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011

Financial Data on MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN

Measure Date Value
2014 : MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,582,545
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,631,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,582,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,878,203
Value of total assets at end of year2014-12-31$30,259,464
Value of total assets at beginning of year2014-12-31$30,308,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$48,727
Total interest from all sources2014-12-31$15,318
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,769,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,769,388
Administrative expenses professional fees incurred2014-12-31$5,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$452,609
Participant contributions at end of year2014-12-31$415,411
Participant contributions at beginning of year2014-12-31$403,150
Participant contributions at end of year2014-12-31$130,964
Participant contributions at beginning of year2014-12-31$142,850
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$94,526
Administrative expenses (other) incurred2014-12-31$440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-49,045
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,259,464
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,308,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$40,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,625,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,728,963
Interest on participant loans2014-12-31$15,318
Value of interest in common/collective trusts at end of year2014-12-31$3,734,545
Value of interest in common/collective trusts at beginning of year2014-12-31$3,249,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$21,537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$371,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$371,147
Net investment gain or loss from common/collective trusts2014-12-31$-80,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,331,068
Employer contributions (assets) at end of year2014-12-31$1,331,068
Employer contributions (assets) at beginning of year2014-12-31$1,412,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,582,863
Contract administrator fees2014-12-31$2,585
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31OSTROW REISIN BERK & ABRAMS, LTD
Accountancy firm EIN2014-12-31362938874
2013 : MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$436,846
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,952,487
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,051,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,983,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,920,021
Value of total assets at end of year2013-12-31$30,308,509
Value of total assets at beginning of year2013-12-31$29,971,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$67,972
Total interest from all sources2013-12-31$32,124
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,616,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,616,035
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$504,198
Participant contributions at end of year2013-12-31$403,150
Participant contributions at beginning of year2013-12-31$502,320
Participant contributions at end of year2013-12-31$142,850
Participant contributions at beginning of year2013-12-31$103,200
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$46,850
Administrative expenses (other) incurred2013-12-31$67,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-99,348
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,308,509
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,971,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$24,728,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,931,813
Interest on participant loans2013-12-31$17,285
Interest earned on other investments2013-12-31$14,741
Value of interest in common/collective trusts at end of year2013-12-31$3,249,571
Value of interest in common/collective trusts at beginning of year2013-12-31$3,127,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$371,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,523,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,523,964
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$98
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,350,592
Net investment gain or loss from common/collective trusts2013-12-31$33,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,368,973
Employer contributions (assets) at end of year2013-12-31$1,412,828
Employer contributions (assets) at beginning of year2013-12-31$1,782,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,983,863
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31OSTROW REISIN BERK & ABRAMS, LTD.
Accountancy firm EIN2013-12-31362938874
2012 : MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,974,253
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$493,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$442,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,201,398
Value of total assets at end of year2012-12-31$29,971,011
Value of total assets at beginning of year2012-12-31$23,490,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$50,588
Total interest from all sources2012-12-31$23,358
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$534,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$534,774
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$442,987
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$602,025
Participant contributions at end of year2012-12-31$502,320
Participant contributions at beginning of year2012-12-31$615,892
Participant contributions at end of year2012-12-31$103,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,480,678
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,971,011
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,490,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$50,588
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,931,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,823,857
Interest on participant loans2012-12-31$22,245
Value of interest in common/collective trusts at end of year2012-12-31$3,127,706
Value of interest in common/collective trusts at beginning of year2012-12-31$2,744,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,523,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,305,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,305,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,172,773
Net investment gain or loss from common/collective trusts2012-12-31$41,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,599,373
Employer contributions (assets) at end of year2012-12-31$1,782,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$442,987
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WELTMAN BERNFIELD LLC
Accountancy firm EIN2012-12-31364119553

Form 5500 Responses for MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN

2014: MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3