LOPATA, FLEGEL & COMPANY LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN
Measure | Date | Value |
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2022: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 33 |
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 | 6 |
Total of all active and inactive participants | 2022-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 39 |
Number of participants with account balances | 2022-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 31 |
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 | 9 |
Total of all active and inactive participants | 2021-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 40 |
Number of participants with account balances | 2021-01-01 | 39 |
2020: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 6 |
Total of all active and inactive participants | 2020-01-01 | 40 |
Total participants | 2020-01-01 | 40 |
Number of participants with account balances | 2020-01-01 | 40 |
2019: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 8 |
Total of all active and inactive participants | 2019-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 38 |
Number of participants with account balances | 2019-01-01 | 38 |
2018: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 10 |
Total of all active and inactive participants | 2018-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 41 |
Number of participants with account balances | 2018-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 13 |
Total of all active and inactive participants | 2017-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 45 |
Number of participants with account balances | 2017-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 15 |
Total of all active and inactive participants | 2016-01-01 | 44 |
Total participants | 2016-01-01 | 44 |
Number of participants with account balances | 2016-01-01 | 44 |
2015: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 36 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 47 |
Total participants | 2015-01-01 | 47 |
Number of participants with account balances | 2015-01-01 | 47 |
2014: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
Total of all active and inactive participants | 2014-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 47 |
Number of participants with account balances | 2014-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
Total of all active and inactive participants | 2013-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 43 |
Number of participants with account balances | 2013-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 40 |
Number of participants with account balances | 2012-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 11 |
Total of all active and inactive participants | 2011-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 41 |
Number of participants with account balances | 2011-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 9 |
Total of all active and inactive participants | 2010-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 42 |
Number of participants with account balances | 2010-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 12 |
Total of all active and inactive participants | 2009-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 42 |
Number of participants with account balances | 2009-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2022 401k financial data |
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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 | $-1,112,463 |
Expenses. Total of all expenses incurred | 2022-12-31 | $285,163 |
Benefits paid (including direct rollovers) | 2022-12-31 | $234,185 |
Total plan assets at end of year | 2022-12-31 | $9,234,696 |
Total plan assets at beginning of year | 2022-12-31 | $10,632,322 |
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 | $381,871 |
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 | $-1,607,899 |
Noncash contributions received | 2022-12-31 | $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 loans | 2022-12-31 | $13,716 |
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 |
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 | $113,565 |
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 | $50,978 |
2021 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2021 401k financial data |
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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 | $1,923,376 |
Expenses. Total of all expenses incurred | 2021-12-31 | $115,939 |
Benefits paid (including direct rollovers) | 2021-12-31 | $59,604 |
Total plan assets at end of year | 2021-12-31 | $10,632,322 |
Total plan assets at beginning of year | 2021-12-31 | $8,824,885 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $388,846 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $23,135 |
Other income received | 2021-12-31 | $1,408,854 |
Noncash contributions received | 2021-12-31 | $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 loans | 2021-12-31 | $25,549 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $102,541 |
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 | $56,335 |
2020 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2020 401k financial data |
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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 | $1,392,117 |
Expenses. Total of all expenses incurred | 2020-12-31 | $89,346 |
Benefits paid (including direct rollovers) | 2020-12-31 | $39,353 |
Total plan assets at end of year | 2020-12-31 | $8,824,885 |
Total plan assets at beginning of year | 2020-12-31 | $7,522,114 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $388,722 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
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 | $874,998 |
Noncash contributions received | 2020-12-31 | $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 loans | 2020-12-31 | $36,890 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $128,397 |
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 | $49,993 |
2019 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,689,634 |
Expenses. Total of all expenses incurred | 2019-12-31 | $388,190 |
Benefits paid (including direct rollovers) | 2019-12-31 | $340,754 |
Total plan assets at end of year | 2019-12-31 | $7,522,114 |
Total plan assets at beginning of year | 2019-12-31 | $6,220,670 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $348,611 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $1,226,781 |
Noncash contributions received | 2019-12-31 | $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 loans | 2019-12-31 | $48,203 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $114,242 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $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 |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $184,798 |
Expenses. Total of all expenses incurred | 2018-12-31 | $619,006 |
Benefits paid (including direct rollovers) | 2018-12-31 | $571,137 |
Total plan assets at end of year | 2018-12-31 | $6,220,670 |
Total plan assets at beginning of year | 2018-12-31 | $6,654,878 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $337,701 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $140,248 |
Other income received | 2018-12-31 | $-399,763 |
Noncash contributions received | 2018-12-31 | $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 loans | 2018-12-31 | $38,999 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $106,612 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $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 |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,389,518 |
Expenses. Total of all expenses incurred | 2017-12-31 | $187,848 |
Benefits paid (including direct rollovers) | 2017-12-31 | $146,258 |
Total plan assets at end of year | 2017-12-31 | $6,654,878 |
Total plan assets at beginning of year | 2017-12-31 | $5,453,208 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $336,857 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $119,439 |
Other income received | 2017-12-31 | $829,704 |
Noncash contributions received | 2017-12-31 | $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 loans | 2017-12-31 | $31,812 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $103,518 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $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 |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $799,552 |
Expenses. Total of all expenses incurred | 2016-12-31 | $461,626 |
Benefits paid (including direct rollovers) | 2016-12-31 | $428,997 |
Total plan assets at end of year | 2016-12-31 | $5,453,208 |
Total plan assets at beginning of year | 2016-12-31 | $5,115,282 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $282,841 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $2,341 |
Other income received | 2016-12-31 | $415,076 |
Noncash contributions received | 2016-12-31 | $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 loans | 2016-12-31 | $45,640 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $99,294 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $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 |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $373,583 |
Expenses. Total of all expenses incurred | 2015-12-31 | $900,406 |
Benefits paid (including direct rollovers) | 2015-12-31 | $867,286 |
Total plan assets at end of year | 2015-12-31 | $5,115,282 |
Total plan assets at beginning of year | 2015-12-31 | $5,642,105 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $317,374 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $12,904 |
Other income received | 2015-12-31 | $-64,946 |
Noncash contributions received | 2015-12-31 | $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 loans | 2015-12-31 | $49,686 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $108,251 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $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 |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $646,591 |
Expenses. Total of all expenses incurred | 2014-12-31 | $105,027 |
Benefits paid (including direct rollovers) | 2014-12-31 | $71,147 |
Total plan assets at end of year | 2014-12-31 | $5,642,105 |
Total plan assets at beginning of year | 2014-12-31 | $5,100,541 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $278,241 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $18,184 |
Other income received | 2014-12-31 | $244,013 |
Noncash contributions received | 2014-12-31 | $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 loans | 2014-12-31 | $62,139 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $106,153 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $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 |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,132,796 |
Expenses. Total of all expenses incurred | 2013-12-31 | $41,436 |
Benefits paid (including direct rollovers) | 2013-12-31 | $12,387 |
Total plan assets at end of year | 2013-12-31 | $5,100,541 |
Total plan assets at beginning of year | 2013-12-31 | $4,009,181 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $294,099 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $46,425 |
Other income received | 2013-12-31 | $685,853 |
Noncash contributions received | 2013-12-31 | $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 loans | 2013-12-31 | $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 2510.3-102 | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $106,419 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $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 sources | 2012-12-31 | $958,489 |
Expenses. Total of all expenses incurred | 2012-12-31 | $539,394 |
Benefits paid (including direct rollovers) | 2012-12-31 | $513,717 |
Total plan assets at end of year | 2012-12-31 | $4,009,181 |
Total plan assets at beginning of year | 2012-12-31 | $3,590,086 |
Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
Total contributions received or receivable from participants | 2012-12-31 | $269,460 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $53,964 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $239,428 |
Expenses. Total of all expenses incurred | 2011-12-31 | $669,876 |
Benefits paid (including direct rollovers) | 2011-12-31 | $657,403 |
Total plan assets at end of year | 2011-12-31 | $3,590,086 |
Total plan assets at beginning of year | 2011-12-31 | $4,020,534 |
Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
Total contributions received or receivable from participants | 2011-12-31 | $268,169 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $42,910 |
Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
2010 : LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $919,969 |
Expenses. Total of all expenses incurred | 2010-12-31 | $156,480 |
Benefits paid (including direct rollovers) | 2010-12-31 | $156,191 |
Total plan assets at end of year | 2010-12-31 | $4,020,534 |
Total plan assets at beginning of year | 2010-12-31 | $3,257,045 |
Value of fidelity bond covering the plan | 2010-12-31 | $350,000 |
Total contributions received or receivable from participants | 2010-12-31 | $252,178 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $3,114 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $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 securities | 2010-12-31 | $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 securities | 2009-12-31 | $0 |
2022: LOPATA, FLEGEL & COMPANY 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: LOPATA, FLEGEL & COMPANY 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: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LOPATA, FLEGEL & COMPANY LLP 401(K) PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |