401k Plan data: MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN plan

MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN 401k Plan overview

Plan Name	MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN
Plan identification number	001

MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP has sponsored the creation of one or more 401k plans.

Company Name: MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP

Employer identification number (EIN): 421690810

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 FRANCESCA ERICHSEN 2020-08-10
001 2018-01-01 SANDFORD LINDENBAUM 2019-10-11
001 2017-01-01 SANDFORD LINDENBAUM 2018-09-25
001 2016-01-01 SANDFORD LINDENBAUM 2017-10-06
001 2015-01-01 SANDFORD LINDENBAUM 2016-09-12
001 2014-01-01 SANDFORD LINDENBAUM 2015-07-01
001 2013-01-01 SANDFORD LINDENBAUM 2014-06-16
001 2012-01-01 SANDFORD LINDENBAUM 2013-06-20
001 2011-01-01 SANDFORD LINDENBAUM 2012-06-05
001 2010-01-01 SCOTT R. EDELMAN 2011-08-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	FRANCESCA ERICHSEN	2020-08-10
001	2018-01-01	SANDFORD LINDENBAUM	2019-10-11
001	2017-01-01	SANDFORD LINDENBAUM	2018-09-25
001	2016-01-01	SANDFORD LINDENBAUM	2017-10-06
001	2015-01-01	SANDFORD LINDENBAUM	2016-09-12
001	2014-01-01	SANDFORD LINDENBAUM	2015-07-01
001	2013-01-01	SANDFORD LINDENBAUM	2014-06-16
001	2012-01-01	SANDFORD LINDENBAUM	2013-06-20
001	2011-01-01	SANDFORD LINDENBAUM	2012-06-05
001	2010-01-01	SCOTT R. EDELMAN	2011-08-31

Plan Statistics for MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN

401k plan membership statisitcs for MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN

Measure Date Value
2022: MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 14
Number of participants with account balances 2022-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 14
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 14
Number of participants with account balances 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2022: MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	14
Number of participants with account balances	2022-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	14
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	14
Number of participants with account balances	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN

Measure	Date	Value
2022 : MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 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	$-219,372
Expenses. Total of all expenses incurred	2022-12-31	$11,170
Benefits paid (including direct rollovers)	2022-12-31	$2,013
Total plan assets at end of year	2022-12-31	$1,928,085
Total plan assets at beginning of year	2022-12-31	$2,158,627
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$92,234
Assets. Value of loans (other than to participants)	2022-12-31	$0
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	$-403,742
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-230,542
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,928,085
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,158,627
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
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
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$92,136
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	$9,157
2021 : MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$532,206
Expenses. Total of all expenses incurred	2021-12-31	$1,867,968
Benefits paid (including direct rollovers)	2021-12-31	$1,851,802
Total plan assets at end of year	2021-12-31	$2,158,627
Total plan assets at beginning of year	2021-12-31	$3,494,389
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$95,870
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$411,887
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-1,335,762
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,158,627
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,494,389
Assets. Value of participant loans	2021-12-31	$22,833
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	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$24,449
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$16,166
2020 : MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$451,138
Expenses. Total of all expenses incurred	2020-12-31	$82,025
Benefits paid (including direct rollovers)	2020-12-31	$73,998
Total plan assets at end of year	2020-12-31	$3,494,389
Total plan assets at beginning of year	2020-12-31	$3,125,276
Value of fidelity bond covering the plan	2020-12-31	$260,301
Total contributions received or receivable from participants	2020-12-31	$81,728
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$337,419
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$369,113
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,494,389
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,125,276
Assets. Value of participant loans	2020-12-31	$35,229
Total contributions received or receivable from employer(s)	2020-12-31	$31,991
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$8,027

Form 5500 Responses for MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN

2022: MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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
2021: MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

82063

Policy instance

Insurance contract or identification number	82063
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-09-14
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3641

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

Company Name:	MARULLI, MANNARINO, ERICHSEN & TOMASZEWSKI, LLP
Employer identification number (EIN):	421690810
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers