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Plan Name | MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BEACON ASSOCIATES INC. |
Employer identification number (EIN): | 521725606 |
NAIC Classification: | 522300 |
NAIC Description: | Activities Related to Credit Intermediation |
Additional information about BEACON ASSOCIATES INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1984-04-03 |
Company Identification Number: | 906558 |
Legal Registered Office Address: |
42-08 BELL BLVD. Queens BAYSIDE United States of America (USA) 11361 |
More information about BEACON ASSOCIATES INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ANDREW FERTAL | |||
001 | 2016-01-01 | ANDREW FERTAL | |||
001 | 2015-01-01 | ANDREW FERTAL | |||
001 | 2014-01-01 | ANDREW FERTAL | |||
001 | 2013-01-01 | ANDREW FERTAL | |||
001 | 2012-01-01 | ANDREW FERTAL | |||
001 | 2011-01-01 | ANDREW FERTAL | |||
001 | 2010-01-01 | ANDREW FERTAL | |||
001 | 2009-01-01 | ANDREW FERTAL |
Measure | Date | Value |
---|---|---|
2018: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
2012: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
2011: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 2 |
2010: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 2 |
2009: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2018 : MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $-993,722 |
Total income from all sources | 2018-12-31 | $-4,484 |
Expenses. Total of all expenses incurred | 2018-12-31 | $3,550 |
Total plan assets at end of year | 2018-12-31 | $0 |
Total plan assets at beginning of year | 2018-12-31 | $1,001,756 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $3,550 |
Other income received | 2018-12-31 | $-30,734 |
Net income (gross income less expenses) | 2018-12-31 | $-8,034 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,001,756 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $26,250 |
2017 : MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $82,907 |
Total plan assets at end of year | 2017-12-31 | $1,001,756 |
Total plan assets at beginning of year | 2017-12-31 | $918,849 |
Other income received | 2017-12-31 | $43,657 |
Net income (gross income less expenses) | 2017-12-31 | $82,907 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,001,756 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $918,849 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $39,250 |
2016 : MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $43,057 |
Expenses. Total of all expenses incurred | 2016-12-31 | $976 |
Total plan assets at end of year | 2016-12-31 | $918,849 |
Total plan assets at beginning of year | 2016-12-31 | $876,768 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $976 |
Other income received | 2016-12-31 | $9,307 |
Net income (gross income less expenses) | 2016-12-31 | $42,081 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $918,849 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $876,768 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $33,750 |
2015 : MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $34,119 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,585 |
Total plan assets at end of year | 2015-12-31 | $876,768 |
Total plan assets at beginning of year | 2015-12-31 | $844,234 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $1,585 |
Other income received | 2015-12-31 | $-4,955 |
Net income (gross income less expenses) | 2015-12-31 | $32,534 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $876,768 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $844,234 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $39,074 |
2014 : MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $35,762 |
Expenses. Total of all expenses incurred | 2014-12-31 | $3,789 |
Total plan assets at end of year | 2014-12-31 | $844,234 |
Total plan assets at beginning of year | 2014-12-31 | $812,261 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $3,789 |
Other income received | 2014-12-31 | $-10,803 |
Net income (gross income less expenses) | 2014-12-31 | $31,973 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $844,234 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $812,261 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $46,565 |
2013 : MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $229,544 |
Expenses. Total of all expenses incurred | 2013-12-31 | $5,650 |
Total plan assets at end of year | 2013-12-31 | $806,465 |
Total plan assets at beginning of year | 2013-12-31 | $582,571 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $5,650 |
Other income received | 2013-12-31 | $195,794 |
Net income (gross income less expenses) | 2013-12-31 | $223,894 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $806,465 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $582,571 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $33,750 |
2012 : MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $126,326 |
Expenses. Total of all expenses incurred | 2012-12-31 | $3,352 |
Total plan assets at end of year | 2012-12-31 | $582,571 |
Total plan assets at beginning of year | 2012-12-31 | $459,597 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $3,352 |
Other income received | 2012-12-31 | $91,326 |
Net income (gross income less expenses) | 2012-12-31 | $122,974 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $582,571 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $459,597 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $35,000 |
2011 : MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $-40,991 |
Expenses. Total of all expenses incurred | 2011-12-31 | $357,534 |
Benefits paid (including direct rollovers) | 2011-12-31 | $351,932 |
Total plan assets at end of year | 2011-12-31 | $459,597 |
Total plan assets at beginning of year | 2011-12-31 | $858,122 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $5,602 |
Other income received | 2011-12-31 | $-43,399 |
Net income (gross income less expenses) | 2011-12-31 | $-398,525 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $459,597 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $858,122 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $2,408 |
2010 : MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $187,444 |
Expenses. Total of all expenses incurred | 2010-12-31 | $6,797 |
Total plan assets at end of year | 2010-12-31 | $858,122 |
Total plan assets at beginning of year | 2010-12-31 | $677,475 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $6,797 |
Other income received | 2010-12-31 | $112,443 |
Net income (gross income less expenses) | 2010-12-31 | $180,647 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $858,122 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $677,475 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $75,001 |
2018: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | This submission is the final filing | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MORGAN STANLE SMITH BARNEY PROFIT SHARING PLAN FOR BEACON ASSOCIATES INC. 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |