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ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 401k Plan overview

Plan NameZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN
Plan identification number 001

ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

ZAMLER, MELLEN & SHIFFMAN, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ZAMLER, MELLEN & SHIFFMAN, P.C.
Employer identification number (EIN):381903244
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01GENE ZAMLER
0012022-01-01
0012022-01-01GENE ZAMLER
0012021-01-01
0012021-01-01GENE ZAMLER
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GENE ZAMLER
0012016-01-01GENE ZAMLER
0012016-01-01
0012015-01-01GENE ZAMLER
0012014-01-01GENE ZAMLER
0012013-01-01GENE ZAMLER
0012012-01-01GENE ZAMLER
0012011-01-01GENE ZAMLER
0012009-01-01 GENE ZAMLER2010-06-15
0012009-01-01GENE ZAMLER GENE ZAMLER2010-06-10
0012009-01-01GENE ZAMLER
0012009-01-01GENE ZAMLER GENE ZAMLER2010-05-27
0012009-01-01GENE ZAMLER

Financial Data on ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN

Measure Date Value
2023 : ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$2,303,460
Expenses. Total of all expenses incurred2023-12-31$2,113,389
Benefits paid (including direct rollovers)2023-12-31$1,988,505
Total plan assets at end of year2023-12-31$24,221,173
Total plan assets at beginning of year2023-12-31$24,031,102
Expenses. Other expenses not covered elsewhere2023-12-31$124,884
Other income received2023-12-31$2,303,460
Net income (gross income less expenses)2023-12-31$190,071
Net plan assets at end of year (total assets less liabilities)2023-12-31$24,221,173
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$24,031,102
2022 : ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-3,980,788
Expenses. Total of all expenses incurred2022-12-31$1,338,942
Benefits paid (including direct rollovers)2022-12-31$1,199,300
Total plan assets at end of year2022-12-31$24,031,102
Total plan assets at beginning of year2022-12-31$29,350,832
Expenses. Other expenses not covered elsewhere2022-12-31$139,642
Other income received2022-12-31$-3,980,788
Net income (gross income less expenses)2022-12-31$-5,319,730
Net plan assets at end of year (total assets less liabilities)2022-12-31$24,031,102
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$29,350,832
2021 : ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$4,382,712
Expenses. Total of all expenses incurred2021-12-31$1,252,861
Benefits paid (including direct rollovers)2021-12-31$1,105,000
Total plan assets at end of year2021-12-31$29,350,832
Total plan assets at beginning of year2021-12-31$26,220,981
Expenses. Other expenses not covered elsewhere2021-12-31$147,861
Other income received2021-12-31$4,382,712
Net income (gross income less expenses)2021-12-31$3,129,851
Net plan assets at end of year (total assets less liabilities)2021-12-31$29,350,832
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$26,220,981
2020 : ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$3,014,489
Expenses. Total of all expenses incurred2020-12-31$309,910
Benefits paid (including direct rollovers)2020-12-31$242,005
Total plan assets at end of year2020-12-31$26,220,981
Total plan assets at beginning of year2020-12-31$23,516,402
Expenses. Other expenses not covered elsewhere2020-12-31$67,905
Other income received2020-12-31$3,014,489
Net income (gross income less expenses)2020-12-31$2,704,579
Net plan assets at end of year (total assets less liabilities)2020-12-31$26,220,981
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$23,516,402
2019 : ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$3,558,585
Expenses. Total of all expenses incurred2019-12-31$854,300
Benefits paid (including direct rollovers)2019-12-31$742,500
Total plan assets at end of year2019-12-31$23,516,402
Total plan assets at beginning of year2019-12-31$20,812,117
Value of fidelity bond covering the plan2019-12-31$2,500,000
Expenses. Other expenses not covered elsewhere2019-12-31$111,800
Other income received2019-12-31$3,558,585
Net income (gross income less expenses)2019-12-31$2,704,285
Net plan assets at end of year (total assets less liabilities)2019-12-31$23,516,402
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$20,812,117
2018 : ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-1,090,967
Expenses. Total of all expenses incurred2018-12-31$939,939
Benefits paid (including direct rollovers)2018-12-31$825,500
Total plan assets at end of year2018-12-31$20,812,117
Total plan assets at beginning of year2018-12-31$22,843,023
Value of fidelity bond covering the plan2018-12-31$2,500,000
Other income received2018-12-31$-1,090,967
Net income (gross income less expenses)2018-12-31$-2,030,906
Net plan assets at end of year (total assets less liabilities)2018-12-31$20,812,117
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$22,843,023
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$114,439
2017 : ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,196,578
Expenses. Total of all expenses incurred2017-12-31$851,868
Benefits paid (including direct rollovers)2017-12-31$740,000
Total plan assets at end of year2017-12-31$22,843,023
Total plan assets at beginning of year2017-12-31$21,498,313
Value of fidelity bond covering the plan2017-12-31$2,500,000
Other income received2017-12-31$2,196,578
Net income (gross income less expenses)2017-12-31$1,344,710
Net plan assets at end of year (total assets less liabilities)2017-12-31$22,843,023
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$21,498,313
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$111,868
2016 : ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$799,030
Expenses. Total of all expenses incurred2016-12-31$835,148
Benefits paid (including direct rollovers)2016-12-31$725,000
Total plan assets at end of year2016-12-31$21,498,313
Total plan assets at beginning of year2016-12-31$21,534,431
Value of fidelity bond covering the plan2016-12-31$2,500,000
Other income received2016-12-31$799,030
Net income (gross income less expenses)2016-12-31$-36,118
Net plan assets at end of year (total assets less liabilities)2016-12-31$21,498,313
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$21,534,431
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$110,148
2015 : ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$449,380
Expenses. Total of all expenses incurred2015-12-31$877,520
Benefits paid (including direct rollovers)2015-12-31$735,172
Total plan assets at end of year2015-12-31$21,534,431
Total plan assets at beginning of year2015-12-31$21,962,571
Value of fidelity bond covering the plan2015-12-31$2,500,000
Other income received2015-12-31$449,380
Net income (gross income less expenses)2015-12-31$-428,140
Net plan assets at end of year (total assets less liabilities)2015-12-31$21,534,431
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$21,962,571
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$142,348
2014 : ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,225,852
Expenses. Total of all expenses incurred2014-12-31$740,996
Benefits paid (including direct rollovers)2014-12-31$605,220
Total plan assets at end of year2014-12-31$21,962,571
Total plan assets at beginning of year2014-12-31$21,477,715
Value of fidelity bond covering the plan2014-12-31$2,500,000
Other income received2014-12-31$1,225,852
Net income (gross income less expenses)2014-12-31$484,856
Net plan assets at end of year (total assets less liabilities)2014-12-31$21,962,571
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$21,477,715
Assets. Value of assets in partnership/joint-venture interests2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$135,776
2013 : ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$3,503,279
Expenses. Total of all expenses incurred2013-12-31$649,436
Benefits paid (including direct rollovers)2013-12-31$549,276
Total plan assets at end of year2013-12-31$21,477,715
Total plan assets at beginning of year2013-12-31$18,623,872
Value of fidelity bond covering the plan2013-12-31$2,500,000
Expenses. Other expenses not covered elsewhere2013-12-31$900
Other income received2013-12-31$3,503,279
Net income (gross income less expenses)2013-12-31$2,853,843
Net plan assets at end of year (total assets less liabilities)2013-12-31$21,477,715
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$18,623,872
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$99,260
2012 : ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,823,057
Expenses. Total of all expenses incurred2012-12-31$2,253,299
Benefits paid (including direct rollovers)2012-12-31$1,153,244
Total plan assets at end of year2012-12-31$18,623,872
Total plan assets at beginning of year2012-12-31$19,054,114
Value of fidelity bond covering the plan2012-12-31$2,500,000
Expenses. Other expenses not covered elsewhere2012-12-31$1,015,945
Other income received2012-12-31$1,823,057
Net income (gross income less expenses)2012-12-31$-430,242
Net plan assets at end of year (total assets less liabilities)2012-12-31$18,623,872
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$19,054,114
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$84,110
2011 : ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,122,467
Expenses. Total of all expenses incurred2011-12-31$1,777,344
Benefits paid (including direct rollovers)2011-12-31$1,574,094
Total plan assets at end of year2011-12-31$19,054,114
Total plan assets at beginning of year2011-12-31$19,708,991
Value of fidelity bond covering the plan2011-12-31$2,500,000
Expenses. Other expenses not covered elsewhere2011-12-31$123,146
Other income received2011-12-31$1,122,467
Net income (gross income less expenses)2011-12-31$-654,877
Net plan assets at end of year (total assets less liabilities)2011-12-31$19,054,114
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$19,708,991
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$80,104
2010 : ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,796,781
Expenses. Total of all expenses incurred2010-12-31$301,409
Benefits paid (including direct rollovers)2010-12-31$95,000
Total plan assets at end of year2010-12-31$19,708,991
Total plan assets at beginning of year2010-12-31$18,213,619
Value of fidelity bond covering the plan2010-12-31$2,500,000
Expenses. Other expenses not covered elsewhere2010-12-31$130,854
Other income received2010-12-31$1,796,781
Net income (gross income less expenses)2010-12-31$1,495,372
Net plan assets at end of year (total assets less liabilities)2010-12-31$19,708,991
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$18,213,619
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$75,555

Form 5500 Responses for ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN

2023: ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ZAMLER MELLEN SHIFFMAN PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract number211348552USU
Policy instance 3
Insurance contract or identification number211348552USU
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract number4879607
Policy instance 2
Insurance contract or identification number4879607
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number0A1524
Policy instance 1
Insurance contract or identification number0A1524
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number0A1524
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract number4879607
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract number211348552USU
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract number211348552USU
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract number4879607
Policy instance 2
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number0A1524
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract number211348552USU
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract number4879607
Policy instance 2
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number0A1524
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number0A1524
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract number4879607
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract number211348552USU
Policy instance 3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number0A1524
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract number4879607
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract number211348552USU
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract number211348552USU
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract number4879607
Policy instance 2
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number0A1524
Policy instance 1

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