GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $2,682,913 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $33,834 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $27,449 |
| Total plan assets at end of year | 2023-12-31 | $6,643,610 |
| Total plan assets at beginning of year | 2023-12-31 | $3,994,531 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $30,547 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $1,813,347 |
| Other income received | 2023-12-31 | $646,902 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $2,649,079 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,643,610 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,994,531 |
| Assets. Value of participant loans | 2023-12-31 | $51,853 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $192,117 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $6,385 |
| 2022 : GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-272,255 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $69,037 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $67,224 |
| Total plan assets at end of year | 2022-12-31 | $3,994,531 |
| Total plan assets at beginning of year | 2022-12-31 | $4,335,823 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $184,920 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-699,423 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-341,292 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,994,531 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,335,823 |
| Assets. Value of participant loans | 2022-12-31 | $19,471 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $242,248 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,813 |
| Total transfers to/from plan in this plan year | 2022-04-25 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-25 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-25 | 84634 |
| Net assets as of the end of the plan year | 2022-04-25 | 4335823 |
| Total assets as of the beginning of the plan year | 2022-04-25 | 3842326 |
| Participant contributions to plan in this plan year | 2022-04-25 | 102780 |
| Value of participant loans at end of plan year | 2022-04-25 | 21683 |
| Other expenses paid from plan in this plan year | 2022-04-25 | 0 |
| Other contributions to plan in this plan year | 2022-04-25 | 0 |
| Other income to plan in this plan year | 2022-04-25 | 277697 |
| Plan net income in this plan year | 2022-04-25 | 493497 |
| Net assets as of the end of the plan year | 2022-04-25 | 4335823 |
| Net assets as of the beginning of the plan year | 2022-04-25 | 3842326 |
| Employer contributions to plan in this plan year | 2022-04-25 | 197654 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-25 | 905 |
| 2019 : GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $685,791 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,927,651 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,927,651 |
| Total plan assets at end of year | 2019-12-31 | $3,404,653 |
| Total plan assets at beginning of year | 2019-12-31 | $4,646,513 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $122,971 |
| Other income received | 2019-12-31 | $369,143 |
| Net income (gross income less expenses) | 2019-12-31 | $-1,241,860 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,404,653 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,646,513 |
| Assets. Value of participant loans | 2019-12-31 | $34,471 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $193,677 |
| 2018 : GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $406,632 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $205,135 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $205,135 |
| Total plan assets at end of year | 2018-12-31 | $4,646,513 |
| Total plan assets at beginning of year | 2018-12-31 | $4,445,016 |
| Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $170,235 |
| Other income received | 2018-12-31 | $-39,970 |
| Net income (gross income less expenses) | 2018-12-31 | $201,497 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,646,513 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,445,016 |
| Assets. Value of participant loans | 2018-12-31 | $25,282 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $276,367 |
| 2017 : GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $840,451 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,110,851 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,110,851 |
| Total plan assets at end of year | 2017-12-31 | $4,445,016 |
| Total plan assets at beginning of year | 2017-12-31 | $4,715,416 |
| Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $162,520 |
| Other income received | 2017-12-31 | $415,391 |
| Net income (gross income less expenses) | 2017-12-31 | $-270,400 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,445,016 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,715,416 |
| Assets. Value of participant loans | 2017-12-31 | $15,540 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $262,540 |
| 2016 : GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $755,298 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $316,976 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $316,976 |
| Total plan assets at end of year | 2016-12-31 | $4,715,416 |
| Total plan assets at beginning of year | 2016-12-31 | $4,277,094 |
| Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $189,599 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $28,097 |
| Other income received | 2016-12-31 | $274,230 |
| Net income (gross income less expenses) | 2016-12-31 | $438,322 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,715,416 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,277,094 |
| Assets. Value of participant loans | 2016-12-31 | $7,403 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $263,372 |
| 2015 : GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $435,452 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $18,909 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $18,909 |
| Total plan assets at end of year | 2015-12-31 | $4,277,094 |
| Total plan assets at beginning of year | 2015-12-31 | $3,860,551 |
| Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $179,338 |
| Other income received | 2015-12-31 | $-24,551 |
| Net income (gross income less expenses) | 2015-12-31 | $416,543 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,277,094 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,860,551 |
| Assets. Value of participant loans | 2015-12-31 | $14,081 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $280,665 |
| 2014 : GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $633,812 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,743 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,743 |
| Total plan assets at end of year | 2014-12-31 | $3,860,551 |
| Total plan assets at beginning of year | 2014-12-31 | $3,228,482 |
| Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $175,053 |
| Other income received | 2014-12-31 | $189,640 |
| Net income (gross income less expenses) | 2014-12-31 | $632,069 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,860,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,228,482 |
| Assets. Value of participant loans | 2014-12-31 | $18,976 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $269,119 |
| 2013 : GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $999,593 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $212,540 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $212,540 |
| Total plan assets at end of year | 2013-12-31 | $3,228,482 |
| Total plan assets at beginning of year | 2013-12-31 | $2,441,429 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $170,911 |
| Other income received | 2013-12-31 | $577,174 |
| Net income (gross income less expenses) | 2013-12-31 | $787,053 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,228,482 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,441,429 |
| Assets. Value of participant loans | 2013-12-31 | $19,921 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $251,508 |
| 2012 : GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $639,351 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $322,892 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $322,892 |
| Total plan assets at end of year | 2012-12-31 | $2,441,429 |
| Total plan assets at beginning of year | 2012-12-31 | $2,124,970 |
| Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $157,588 |
| Other income received | 2012-12-31 | $254,144 |
| Net income (gross income less expenses) | 2012-12-31 | $316,459 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,441,429 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,124,970 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $227,619 |
| 2011 : GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $349,277 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $68,317 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $68,317 |
| Total plan assets at end of year | 2011-12-31 | $2,124,970 |
| Total plan assets at beginning of year | 2011-12-31 | $1,844,010 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $143,394 |
| Other income received | 2011-12-31 | $7,063 |
| Net income (gross income less expenses) | 2011-12-31 | $280,960 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,124,970 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,844,010 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $198,820 |
| 2010 : GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $525,552 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $25,701 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $25,701 |
| Total plan assets at end of year | 2010-12-31 | $1,844,010 |
| Total plan assets at beginning of year | 2010-12-31 | $1,344,159 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $127,786 |
| Other income received | 2010-12-31 | $196,359 |
| Net income (gross income less expenses) | 2010-12-31 | $499,851 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,844,010 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,344,159 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $201,407 |
| 2023: GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: GOLDMAN, BABBONI, FERNANDEZ, MURPHY & WALSH 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
