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LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 401k Plan overview

Plan NameLOPATA, FLEGEL & COMPANY LLP 401(K) PLAN
Plan identification number 001

LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

LOPATA, FLEGEL & COMPANY LLP has sponsored the creation of one or more 401k plans.

Company Name:LOPATA, FLEGEL & COMPANY LLP
Employer identification number (EIN):431552002
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ALLAN EPSTEIN
0012016-01-01ALLAN EPSTEIN
0012015-01-01ALLAN EPSTEIN
0012014-01-01ALLAN EPSTEIN
0012013-01-01NANCY GLEB
0012012-01-01ALLAN EPSTEIN
0012011-01-01ALLAN EPSTEIN
0012010-01-01ALLAN EPSTEIN
0012009-01-01 ALLAN EPSTEIN2010-10-04
0012009-01-01ALLAN EPSTEIN

Plan Statistics for LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN

401k plan membership statisitcs for LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN

Measure Date Value
2022: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0140
Total number of active participants reported on line 7a of the Form 55002022-01-0133
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0139
Number of participants with account balances2022-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0140
Total number of active participants reported on line 7a of the Form 55002021-01-0131
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0140
Number of participants with account balances2021-01-0139
2020: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0138
Total number of active participants reported on line 7a of the Form 55002020-01-0134
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-0140
Total participants2020-01-0140
Number of participants with account balances2020-01-0140
2019: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0141
Total number of active participants reported on line 7a of the Form 55002019-01-0130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0138
Number of participants with account balances2019-01-0138
2018: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0145
Total number of active participants reported on line 7a of the Form 55002018-01-0131
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0141
Number of participants with account balances2018-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0144
Total number of active participants reported on line 7a of the Form 55002017-01-0132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0145
Number of participants with account balances2017-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0147
Total number of active participants reported on line 7a of the Form 55002016-01-0129
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-0144
Total participants2016-01-0144
Number of participants with account balances2016-01-0144
2015: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0147
Total number of active participants reported on line 7a of the Form 55002015-01-0136
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0147
Total participants2015-01-0147
Number of participants with account balances2015-01-0147
2014: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0143
Total number of active participants reported on line 7a of the Form 55002014-01-0133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0147
Number of participants with account balances2014-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0140
Total number of active participants reported on line 7a of the Form 55002013-01-0133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0143
Number of participants with account balances2013-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0141
Total number of active participants reported on line 7a of the Form 55002012-01-0132
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0140
Number of participants with account balances2012-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0142
Total number of active participants reported on line 7a of the Form 55002011-01-0130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0141
Number of participants with account balances2011-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0142
Total number of active participants reported on line 7a of the Form 55002010-01-0133
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0142
Number of participants with account balances2010-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0139
Total number of active participants reported on line 7a of the Form 55002009-01-0130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0142
Number of participants with account balances2009-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN

Measure Date Value
2022 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,112,463
Expenses. Total of all expenses incurred2022-12-31$285,163
Benefits paid (including direct rollovers)2022-12-31$234,185
Total plan assets at end of year2022-12-31$9,234,696
Total plan assets at beginning of year2022-12-31$10,632,322
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$381,871
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,607,899
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,397,626
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,234,696
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$10,632,322
Assets. Value of participant loans2022-12-31$13,716
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$113,565
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$50,978
2021 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,923,376
Expenses. Total of all expenses incurred2021-12-31$115,939
Benefits paid (including direct rollovers)2021-12-31$59,604
Total plan assets at end of year2021-12-31$10,632,322
Total plan assets at beginning of year2021-12-31$8,824,885
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$388,846
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$23,135
Other income received2021-12-31$1,408,854
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,807,437
Net plan assets at end of year (total assets less liabilities)2021-12-31$10,632,322
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$8,824,885
Assets. Value of participant loans2021-12-31$25,549
Total contributions received or receivable from employer(s)2021-12-31$102,541
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$56,335
2020 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,392,117
Expenses. Total of all expenses incurred2020-12-31$89,346
Benefits paid (including direct rollovers)2020-12-31$39,353
Total plan assets at end of year2020-12-31$8,824,885
Total plan assets at beginning of year2020-12-31$7,522,114
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$388,722
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$874,998
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,302,771
Net plan assets at end of year (total assets less liabilities)2020-12-31$8,824,885
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,522,114
Assets. Value of participant loans2020-12-31$36,890
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$128,397
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$49,993
2019 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,689,634
Expenses. Total of all expenses incurred2019-12-31$388,190
Benefits paid (including direct rollovers)2019-12-31$340,754
Total plan assets at end of year2019-12-31$7,522,114
Total plan assets at beginning of year2019-12-31$6,220,670
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$348,611
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,226,781
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,301,444
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,522,114
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,220,670
Assets. Value of participant loans2019-12-31$48,203
Total contributions received or receivable from employer(s)2019-12-31$114,242
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$47,436
2018 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$184,798
Expenses. Total of all expenses incurred2018-12-31$619,006
Benefits paid (including direct rollovers)2018-12-31$571,137
Total plan assets at end of year2018-12-31$6,220,670
Total plan assets at beginning of year2018-12-31$6,654,878
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$337,701
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$140,248
Other income received2018-12-31$-399,763
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-434,208
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,220,670
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,654,878
Assets. Value of participant loans2018-12-31$38,999
Total contributions received or receivable from employer(s)2018-12-31$106,612
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$47,869
2017 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,389,518
Expenses. Total of all expenses incurred2017-12-31$187,848
Benefits paid (including direct rollovers)2017-12-31$146,258
Total plan assets at end of year2017-12-31$6,654,878
Total plan assets at beginning of year2017-12-31$5,453,208
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$336,857
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$119,439
Other income received2017-12-31$829,704
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,201,670
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,654,878
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,453,208
Assets. Value of participant loans2017-12-31$31,812
Total contributions received or receivable from employer(s)2017-12-31$103,518
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$41,590
2016 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$799,552
Expenses. Total of all expenses incurred2016-12-31$461,626
Benefits paid (including direct rollovers)2016-12-31$428,997
Total plan assets at end of year2016-12-31$5,453,208
Total plan assets at beginning of year2016-12-31$5,115,282
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$282,841
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$2,341
Other income received2016-12-31$415,076
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$337,926
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,453,208
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,115,282
Assets. Value of participant loans2016-12-31$45,640
Total contributions received or receivable from employer(s)2016-12-31$99,294
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$32,629
2015 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$373,583
Expenses. Total of all expenses incurred2015-12-31$900,406
Benefits paid (including direct rollovers)2015-12-31$867,286
Total plan assets at end of year2015-12-31$5,115,282
Total plan assets at beginning of year2015-12-31$5,642,105
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$317,374
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$12,904
Other income received2015-12-31$-64,946
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-526,823
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,115,282
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,642,105
Assets. Value of participant loans2015-12-31$49,686
Total contributions received or receivable from employer(s)2015-12-31$108,251
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$33,120
2014 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$646,591
Expenses. Total of all expenses incurred2014-12-31$105,027
Benefits paid (including direct rollovers)2014-12-31$71,147
Total plan assets at end of year2014-12-31$5,642,105
Total plan assets at beginning of year2014-12-31$5,100,541
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$278,241
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$18,184
Other income received2014-12-31$244,013
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$541,564
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,642,105
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,100,541
Assets. Value of participant loans2014-12-31$62,139
Total contributions received or receivable from employer(s)2014-12-31$106,153
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$33,880
2013 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,132,796
Expenses. Total of all expenses incurred2013-12-31$41,436
Benefits paid (including direct rollovers)2013-12-31$12,387
Total plan assets at end of year2013-12-31$5,100,541
Total plan assets at beginning of year2013-12-31$4,009,181
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$294,099
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$46,425
Other income received2013-12-31$685,853
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,091,360
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,100,541
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,009,181
Assets. Value of participant loans2013-12-31$10,033
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$106,419
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$29,049
2012 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$958,489
Expenses. Total of all expenses incurred2012-12-31$539,394
Benefits paid (including direct rollovers)2012-12-31$513,717
Total plan assets at end of year2012-12-31$4,009,181
Total plan assets at beginning of year2012-12-31$3,590,086
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$269,460
Contributions received from other sources (not participants or employers)2012-12-31$53,964
Other income received2012-12-31$530,901
Net income (gross income less expenses)2012-12-31$419,095
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,009,181
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,590,086
Assets. Value of participant loans2012-12-31$12,312
Total contributions received or receivable from employer(s)2012-12-31$104,164
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$25,677
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$239,428
Expenses. Total of all expenses incurred2011-12-31$669,876
Benefits paid (including direct rollovers)2011-12-31$657,403
Total plan assets at end of year2011-12-31$3,590,086
Total plan assets at beginning of year2011-12-31$4,020,534
Value of fidelity bond covering the plan2011-12-31$350,000
Total contributions received or receivable from participants2011-12-31$268,169
Contributions received from other sources (not participants or employers)2011-12-31$42,910
Other income received2011-12-31$-175,701
Net income (gross income less expenses)2011-12-31$-430,448
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,590,086
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,020,534
Assets. Value of participant loans2011-12-31$14,254
Total contributions received or receivable from employer(s)2011-12-31$104,050
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$12,473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$919,969
Expenses. Total of all expenses incurred2010-12-31$156,480
Benefits paid (including direct rollovers)2010-12-31$156,191
Total plan assets at end of year2010-12-31$4,020,534
Total plan assets at beginning of year2010-12-31$3,257,045
Value of fidelity bond covering the plan2010-12-31$350,000
Total contributions received or receivable from participants2010-12-31$252,178
Contributions received from other sources (not participants or employers)2010-12-31$3,114
Other income received2010-12-31$559,607
Net income (gross income less expenses)2010-12-31$763,489
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,020,534
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,257,045
Assets. Value of participant loans2010-12-31$11,537
Total contributions received or receivable from employer(s)2010-12-31$105,070
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$289
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN

2022: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOPATA, FLEGEL & COMPANY LLP 401(K) 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: LOPATA, FLEGEL & COMPANY LLP 401(K) 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: LOPATA, FLEGEL & COMPANY LLP 401(K) 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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