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Plan Name | TABAT, COHEN, BLUM, YOVINO & DIESA PC 401(K) PROFIT SHARING PLAN F/K/A TABAT, COHEN, BLUM & YOVINO, PC 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | TABAT, COHEN, BLUM, YOVINO & DIESA, PC |
Employer identification number (EIN): | 471170083 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ELIZABETH DIESA | 2023-09-11 | ||
001 | 2021-01-01 | ELIZABETH DIESA | 2022-07-27 | ||
001 | 2020-01-01 |
Measure | Date | Value |
---|---|---|
2020: TABAT, COHEN, BLUM, YOVINO & DIESA PC 401(K) PROFIT SHARING PLAN F/K/A TABAT, COHEN, BLUM & YOVINO, PC 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 13 |
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 | 1 |
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 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2020 : TABAT, COHEN, BLUM, YOVINO & DIESA PC 401(K) PROFIT SHARING PLAN F/K/A TABAT, COHEN, BLUM & YOVINO, PC 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
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 | $40,038 |
Expenses. Total of all expenses incurred | 2020-12-31 | $3,126 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,982 |
Total plan assets at end of year | 2020-12-31 | $36,912 |
Total plan assets at beginning of year | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $17,438 |
Other income received | 2020-12-31 | $5,162 |
Net income (gross income less expenses) | 2020-12-31 | $36,912 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $36,912 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $17,438 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,144 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2020: TABAT, COHEN, BLUM, YOVINO & DIESA PC 401(K) PROFIT SHARING PLAN F/K/A TABAT, COHEN, BLUM & YOVINO, PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | First time form 5500 has been submitted | Yes |
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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 802354 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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