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OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameOFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

OFFIT KURMAN, P.A. 401(K) PROFIT SHARING 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

OFFIT KURMAN, P.A. has sponsored the creation of one or more 401k plans.

Company Name:OFFIT KURMAN, P.A.
Employer identification number (EIN):521518021
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OFFIT KURMAN, P.A. 401(K) PROFIT SHARING 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
0012017-01-01ALYCE VERVILLE
0012017-01-01ALYCE VERVILLE
0012017-01-01ALYCE VERVILLE
0012016-01-01ALYCE VERVILLE ALYCE VERVILLE2017-10-12
0012015-01-01ALYCE VERVILLE
0012014-01-01ALYCE L. VERVILLE
0012013-01-01ALYCE L. VERVILLE
0012012-01-01ALYCE L. VERVILLE
0012011-01-01ALYCE VERVILLE
0012008-01-01ALYCE VERILLE

Plan Statistics for OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01594
Total number of active participants reported on line 7a of the Form 55002022-01-01502
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01135
Total of all active and inactive participants2022-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01639
Number of participants with account balances2022-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0130
2021: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01519
Total number of active participants reported on line 7a of the Form 55002021-01-01460
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01121
Total of all active and inactive participants2021-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01582
Number of participants with account balances2021-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01516
Total number of active participants reported on line 7a of the Form 55002020-01-01420
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0192
Total of all active and inactive participants2020-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01513
Number of participants with account balances2020-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0134
2019: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01418
Total number of active participants reported on line 7a of the Form 55002019-01-01437
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01511
Number of participants with account balances2019-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01346
Total number of active participants reported on line 7a of the Form 55002018-01-01353
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01414
Number of participants with account balances2018-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01311
Total number of active participants reported on line 7a of the Form 55002017-01-01289
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01341
Number of participants with account balances2017-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01275
Total number of active participants reported on line 7a of the Form 55002016-01-01261
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01305
Number of participants with account balances2016-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01274
Total number of active participants reported on line 7a of the Form 55002015-01-01226
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01271
Number of participants with account balances2015-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01253
Total number of active participants reported on line 7a of the Form 55002014-01-01227
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01273
Number of participants with account balances2014-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0118
2013: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01194
Total number of active participants reported on line 7a of the Form 55002013-01-01210
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01248
Number of participants with account balances2013-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01175
Total number of active participants reported on line 7a of the Form 55002012-01-01173
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01194
Number of participants with account balances2012-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01167
Total number of active participants reported on line 7a of the Form 55002011-01-01155
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01175
Number of participants with account balances2011-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2008: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0190
Total number of active participants reported on line 7a of the Form 55002008-01-0197
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0115
Total of all active and inactive participants2008-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01112
Number of participants with account balances2008-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-012

Financial Data on OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,191,829
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,846,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,716,630
Expenses. Certain deemed distributions of participant loans2022-12-31$34,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,924,159
Value of total assets at end of year2022-12-31$68,780,857
Value of total assets at beginning of year2022-12-31$76,819,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$95,455
Total interest from all sources2022-12-31$19,272
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,696,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,696,510
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,352,121
Participant contributions at end of year2022-12-31$345,056
Participant contributions at beginning of year2022-12-31$418,323
Participant contributions at end of year2022-12-31$173,330
Participant contributions at beginning of year2022-12-31$121,976
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,606,592
Administrative expenses (other) incurred2022-12-31$95,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,038,648
Value of net assets at end of year (total assets less liabilities)2022-12-31$68,780,857
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$76,819,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$68,214,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$76,241,913
Interest on participant loans2022-12-31$19,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,831,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$965,446
Employer contributions (assets) at end of year2022-12-31$48,101
Employer contributions (assets) at beginning of year2022-12-31$37,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,716,630
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BENEFIT AUDIT GROUP LLC
Accountancy firm EIN2022-12-31262404897
2021 : OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,945,170
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,210,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,012,760
Expenses. Certain deemed distributions of participant loans2021-12-31$817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,465,019
Value of total assets at end of year2021-12-31$76,819,505
Value of total assets at beginning of year2021-12-31$66,084,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$196,795
Total interest from all sources2021-12-31$21,577
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,156,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,156,911
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,650,551
Participant contributions at end of year2021-12-31$418,323
Participant contributions at beginning of year2021-12-31$427,576
Participant contributions at end of year2021-12-31$121,976
Participant contributions at beginning of year2021-12-31$113,406
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,039,530
Other income not declared elsewhere2021-12-31$27,654
Administrative expenses (other) incurred2021-12-31$196,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,734,798
Value of net assets at end of year (total assets less liabilities)2021-12-31$76,819,505
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$66,084,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$76,241,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$65,512,809
Interest on participant loans2021-12-31$21,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,274,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$774,938
Employer contributions (assets) at end of year2021-12-31$37,293
Employer contributions (assets) at beginning of year2021-12-31$30,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,012,760
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BENEFIT AUDIT GROUP LLC
Accountancy firm EIN2021-12-31262404897
2020 : OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$16,024,231
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,301,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,090,919
Expenses. Certain deemed distributions of participant loans2020-12-31$49,501
Value of total corrective distributions2020-12-31$52
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,886,923
Value of total assets at end of year2020-12-31$66,084,707
Value of total assets at beginning of year2020-12-31$53,361,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$160,720
Total interest from all sources2020-12-31$25,347
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,941,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,941,124
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,234,351
Participant contributions at end of year2020-12-31$427,576
Participant contributions at beginning of year2020-12-31$490,855
Participant contributions at end of year2020-12-31$113,406
Participant contributions at beginning of year2020-12-31$107,870
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,838,985
Administrative expenses (other) incurred2020-12-31$160,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,723,039
Value of net assets at end of year (total assets less liabilities)2020-12-31$66,084,707
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$53,361,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$65,512,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$52,737,474
Interest on participant loans2020-12-31$25,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,170,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$813,587
Employer contributions (assets) at end of year2020-12-31$30,916
Employer contributions (assets) at beginning of year2020-12-31$25,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,090,919
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN2020-12-31262404897
2019 : OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$81,609
Total transfer of assets from this plan2019-12-31$243,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$27,199,397
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,063,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,948,190
Expenses. Certain deemed distributions of participant loans2019-12-31$209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,830,560
Value of total assets at end of year2019-12-31$53,361,668
Value of total assets at beginning of year2019-12-31$28,388,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$115,538
Total interest from all sources2019-12-31$22,195
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,935,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,935,412
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,638,184
Participant contributions at end of year2019-12-31$490,855
Participant contributions at beginning of year2019-12-31$404,062
Participant contributions at end of year2019-12-31$107,870
Participant contributions at beginning of year2019-12-31$87,595
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,511,091
Other income not declared elsewhere2019-12-31$66
Administrative expenses (other) incurred2019-12-31$115,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$25,135,460
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,361,668
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,388,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$52,737,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,877,318
Interest on participant loans2019-12-31$22,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,411,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$681,285
Employer contributions (assets) at end of year2019-12-31$25,469
Employer contributions (assets) at beginning of year2019-12-31$19,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,948,190
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN2019-12-31262404897
2018 : OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,909,905
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,774,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,674,214
Expenses. Certain deemed distributions of participant loans2018-12-31$998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,722,180
Value of total assets at end of year2018-12-31$28,388,165
Value of total assets at beginning of year2018-12-31$26,252,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$99,136
Total interest from all sources2018-12-31$18,955
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,300,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,300,123
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,856,285
Participant contributions at end of year2018-12-31$404,062
Participant contributions at beginning of year2018-12-31$383,694
Participant contributions at end of year2018-12-31$87,595
Participant contributions at beginning of year2018-12-31$54,525
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,269,195
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,193
Other income not declared elsewhere2018-12-31$1,376
Administrative expenses (other) incurred2018-12-31$99,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,135,557
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,388,165
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,252,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,877,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,800,664
Interest on participant loans2018-12-31$18,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,132,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$596,700
Employer contributions (assets) at end of year2018-12-31$19,190
Employer contributions (assets) at beginning of year2018-12-31$13,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,673,021
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN2018-12-31262404897
2017 : OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,947,478
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,510,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,459,048
Expenses. Certain deemed distributions of participant loans2017-12-31$188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,423,796
Value of total assets at end of year2017-12-31$26,252,608
Value of total assets at beginning of year2017-12-31$19,815,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,526
Total interest from all sources2017-12-31$12,938
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$915,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$915,738
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,379,786
Participant contributions at end of year2017-12-31$383,694
Participant contributions at beginning of year2017-12-31$285,747
Participant contributions at end of year2017-12-31$54,525
Participant contributions at beginning of year2017-12-31$59,159
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,654,410
Other income not declared elsewhere2017-12-31$370
Administrative expenses (other) incurred2017-12-31$51,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,436,716
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,252,608
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,815,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,800,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,458,851
Interest on participant loans2017-12-31$12,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,594,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$389,600
Employer contributions (assets) at end of year2017-12-31$13,725
Employer contributions (assets) at beginning of year2017-12-31$12,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,459,048
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BENEFITS AUDIT GROUP, LLC
Accountancy firm EIN2017-12-31262404897
2016 : OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,868,214
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,035,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$990,330
Expenses. Certain deemed distributions of participant loans2016-12-31$180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,591,058
Value of total assets at end of year2016-12-31$19,815,892
Value of total assets at beginning of year2016-12-31$16,983,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,976
Total interest from all sources2016-12-31$8,193
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$438,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$438,536
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,141,830
Participant contributions at end of year2016-12-31$285,747
Participant contributions at beginning of year2016-12-31$184,934
Participant contributions at end of year2016-12-31$59,159
Participant contributions at beginning of year2016-12-31$70,372
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$81,816
Administrative expenses (other) incurred2016-12-31$44,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,832,728
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,815,892
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,983,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,458,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,713,057
Interest on participant loans2016-12-31$8,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$830,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$367,412
Employer contributions (assets) at end of year2016-12-31$12,135
Employer contributions (assets) at beginning of year2016-12-31$14,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$990,330
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BENEFITS AUDIT GROUP, LLC
Accountancy firm EIN2016-12-31262404897
2015 : OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,178,656
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$599,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$552,267
Expenses. Certain deemed distributions of participant loans2015-12-31$4,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,349,740
Value of total assets at end of year2015-12-31$16,983,164
Value of total assets at beginning of year2015-12-31$15,404,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,102
Total interest from all sources2015-12-31$6,893
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$724,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$724,478
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,909,058
Participant contributions at end of year2015-12-31$184,934
Participant contributions at beginning of year2015-12-31$211,431
Participant contributions at end of year2015-12-31$70,372
Participant contributions at beginning of year2015-12-31$63,065
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$118,531
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$43,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,579,041
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,983,164
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,404,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,713,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,118,559
Interest on participant loans2015-12-31$6,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-902,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$322,151
Employer contributions (assets) at end of year2015-12-31$14,801
Employer contributions (assets) at beginning of year2015-12-31$11,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$552,267
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BENEFITS AUDIT GROUP, LLC
Accountancy firm EIN2015-12-31262404897
2014 : OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,979,973
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$476,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$439,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,212,730
Value of total assets at end of year2014-12-31$15,404,123
Value of total assets at beginning of year2014-12-31$12,901,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,224
Total interest from all sources2014-12-31$5,086
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$571,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$571,625
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,748,751
Participant contributions at end of year2014-12-31$211,431
Participant contributions at beginning of year2014-12-31$128,806
Participant contributions at end of year2014-12-31$63,065
Participant contributions at beginning of year2014-12-31$59,662
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$123,213
Administrative expenses (other) incurred2014-12-31$37,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,503,123
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,404,123
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,901,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,118,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,635,660
Interest on participant loans2014-12-31$5,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$190,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$340,766
Employer contributions (assets) at end of year2014-12-31$11,068
Employer contributions (assets) at beginning of year2014-12-31$76,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$439,626
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BENEFITS AUDIT GROUP, LLC
Accountancy firm EIN2014-12-31262404897
2013 : OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,931,010
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$211,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$184,302
Value of total corrective distributions2013-12-31$179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,067,003
Value of total assets at end of year2013-12-31$12,901,000
Value of total assets at beginning of year2013-12-31$9,181,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,248
Total interest from all sources2013-12-31$5,417
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$378,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$378,184
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,482,404
Participant contributions at end of year2013-12-31$128,806
Participant contributions at beginning of year2013-12-31$150,453
Participant contributions at end of year2013-12-31$59,662
Participant contributions at beginning of year2013-12-31$49,089
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$327,667
Administrative expenses (other) incurred2013-12-31$27,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,719,281
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,901,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,181,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,635,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,880,573
Interest on participant loans2013-12-31$5,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,480,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$256,932
Employer contributions (assets) at end of year2013-12-31$76,872
Employer contributions (assets) at beginning of year2013-12-31$101,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$184,302
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN2013-12-31262404897
2012 : OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,713,902
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$267,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$250,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,732,229
Value of total assets at end of year2012-12-31$9,109,869
Value of total assets at beginning of year2012-12-31$6,663,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,325
Total interest from all sources2012-12-31$7,739
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$205,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$205,286
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,223,466
Participant contributions at end of year2012-12-31$150,453
Participant contributions at beginning of year2012-12-31$103,436
Participant contributions at end of year2012-12-31$49,089
Participant contributions at beginning of year2012-12-31$30,480
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$395,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,026
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$17,325
Total non interest bearing cash at beginning of year2012-12-31$339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,446,424
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,109,869
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,663,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,880,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,500,038
Interest on participant loans2012-12-31$4,053
Interest earned on other investments2012-12-31$3,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$768,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$113,549
Employer contributions (assets) at end of year2012-12-31$29,754
Employer contributions (assets) at beginning of year2012-12-31$28,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$250,153
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN2012-12-31262404897
2011 : OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$873,193
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,026,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,991,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,191,900
Value of total assets at end of year2011-12-31$6,663,445
Value of total assets at beginning of year2011-12-31$7,817,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,988
Total interest from all sources2011-12-31$4,227
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$167,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$167,002
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$979,920
Participant contributions at end of year2011-12-31$103,436
Participant contributions at beginning of year2011-12-31$114,901
Participant contributions at end of year2011-12-31$30,480
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$5,236,615
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$66,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,026
Administrative expenses (other) incurred2011-12-31$34,988
Total non interest bearing cash at end of year2011-12-31$339
Total non interest bearing cash at beginning of year2011-12-31$440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,153,773
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,663,445
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,817,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,500,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,465,262
Interest on participant loans2011-12-31$4,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-489,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$145,478
Employer contributions (assets) at end of year2011-12-31$28,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,991,978
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN2011-12-31262404897
2010 : OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,265,507
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$680,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$660,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,436,257
Value of total assets at end of year2010-12-31$7,817,218
Value of total assets at beginning of year2010-12-31$6,232,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,820
Total interest from all sources2010-12-31$4,233
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$42,870
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$42,870
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$966,442
Participant contributions at end of year2010-12-31$114,901
Participant contributions at beginning of year2010-12-31$59,579
Assets. Other investments not covered elsewhere at end of year2010-12-31$5,236,615
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$4,488,388
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$372,599
Administrative expenses (other) incurred2010-12-31$19,820
Total non interest bearing cash at end of year2010-12-31$440
Total non interest bearing cash at beginning of year2010-12-31$19,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,584,933
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,817,218
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,232,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,465,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,664,913
Interest on participant loans2010-12-31$4,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$782,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$97,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$660,754
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN2010-12-31262404897
2008 : OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources2008-12-31$3,288,211
Expenses. Total of all expenses incurred2008-12-31$283,604
Benefits paid (including direct rollovers)2008-12-31$280,565
Total plan assets at end of year2008-12-31$6,212,880
Total plan assets at beginning of year2008-12-31$3,208,273
Value of fidelity bond covering the plan2008-12-31$300,000
Total contributions received or receivable from participants2008-12-31$221,679
Expenses. Other expenses not covered elsewhere2008-12-31$3,039
Contributions received from other sources (not participants or employers)2008-12-31$314,396
Other income received2008-12-31$2,374,438
Net income (gross income less expenses)2008-12-31$3,004,607
Net plan assets at end of year (total assets less liabilities)2008-12-31$6,212,880
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$3,208,273
Assets. Value of participant loans2008-12-31$2,500
Total contributions received or receivable from employer(s)2008-12-31$377,698

Form 5500 Responses for OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN

2022: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING 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: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING 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: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING 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: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING 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: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING 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: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING 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: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING 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: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2008: OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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