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KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KALFUS & NACHMAN, P.C. has sponsored the creation of one or more 401k plans.

Company Name:KALFUS & NACHMAN, P.C.
Employer identification number (EIN):541124387
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about KALFUS & NACHMAN, P.C.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1979-12-04
Company Identification Number: 0201217
Legal Registered Office Address: 870 N MILITARY HWY #300
PO BOX 12889
NORFOLK
United States of America (USA)
23502

More information about KALFUS & NACHMAN, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAUL HERNANDEZ2024-03-25 PAUL HERNANDEZ2024-03-25
0012022-01-01PAUL HERNANDEZ2023-03-28 PAUL HERNANDEZ2023-03-28
0012021-01-01PAUL HERNANDEZ2022-06-09 PAUL HERNANDEZ2022-06-09
0012020-01-01PAUL HERNANDEZ2021-04-21 PAUL HERNANDEZ2021-04-21
0012019-01-01PAUL HERNANDEZ2020-05-18 PAUL HERNANDEZ2020-05-18
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01STUART NACHMAN
0012013-01-01STUART NACHMAN
0012012-01-01STUART NACHMAN
0012011-01-01KIM HEIDEMANN
0012010-01-01KIM HEIDEMANN
0012009-01-01CONNIE BYINGTON

Financial Data on KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total income from all sources2024-01-01$2,556,205
Expenses. Total of all expenses incurred2024-01-01$524,323
Benefits paid (including direct rollovers)2024-01-01$426,946
Total plan assets at end of year2024-01-01$15,211,379
Total plan assets at beginning of year2024-01-01$13,179,497
Value of fidelity bond covering the plan2024-01-01$850,000
Total contributions received or receivable from participants2024-01-01$197,983
Other income received2024-01-01$2,044,378
Net income (gross income less expenses)2024-01-01$2,031,882
Net plan assets at end of year (total assets less liabilities)2024-01-01$15,211,379
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$13,179,497
Assets. Value of participant loans2024-01-01$55,702
Assets. Value of assets in partnership/joint-venture interests2024-01-01$25,000
Total contributions received or receivable from employer(s)2024-01-01$313,844
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$97,377
2023 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,260,059
Expenses. Total of all expenses incurred2023-12-31$701,647
Benefits paid (including direct rollovers)2023-12-31$618,949
Total plan assets at end of year2023-12-31$13,179,497
Total plan assets at beginning of year2023-12-31$11,621,085
Value of fidelity bond covering the plan2023-12-31$850,000
Total contributions received or receivable from participants2023-12-31$165,803
Other income received2023-12-31$1,818,949
Net income (gross income less expenses)2023-12-31$1,558,412
Net plan assets at end of year (total assets less liabilities)2023-12-31$13,179,497
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$11,621,085
Assets. Value of participant loans2023-12-31$16,082
Assets. Value of assets in partnership/joint-venture interests2023-12-31$40,000
Total contributions received or receivable from employer(s)2023-12-31$275,307
Value of corrective distributions2023-12-31$125
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$82,573
2022 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,642,898
Expenses. Total of all expenses incurred2022-12-31$812,312
Benefits paid (including direct rollovers)2022-12-31$731,229
Total plan assets at end of year2022-12-31$11,621,085
Total plan assets at beginning of year2022-12-31$14,076,295
Value of fidelity bond covering the plan2022-12-31$850,000
Total contributions received or receivable from participants2022-12-31$157,860
Other income received2022-12-31$-2,052,981
Net income (gross income less expenses)2022-12-31$-2,455,210
Net plan assets at end of year (total assets less liabilities)2022-12-31$11,621,085
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$14,076,295
Assets. Value of participant loans2022-12-31$34,169
Assets. Value of assets in partnership/joint-venture interests2022-12-31$42,900
Total contributions received or receivable from employer(s)2022-12-31$252,223
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$81,083
2021 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$112
Total income from all sources2021-12-31$2,419,706
Expenses. Total of all expenses incurred2021-12-31$456,045
Benefits paid (including direct rollovers)2021-12-31$370,287
Total plan assets at end of year2021-12-31$14,076,295
Total plan assets at beginning of year2021-12-31$12,112,746
Value of fidelity bond covering the plan2021-12-31$850,000
Total contributions received or receivable from participants2021-12-31$151,988
Other income received2021-12-31$1,908,089
Net income (gross income less expenses)2021-12-31$1,963,661
Net plan assets at end of year (total assets less liabilities)2021-12-31$14,076,295
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$12,112,634
Assets. Value of participant loans2021-12-31$50,468
Assets. Value of assets in partnership/joint-venture interests2021-12-31$330,000
Total contributions received or receivable from employer(s)2021-12-31$359,629
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$85,758
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$112
Total plan liabilities at beginning of year2020-12-31$150
Total income from all sources2020-12-31$1,915,349
Expenses. Total of all expenses incurred2020-12-31$221,395
Benefits paid (including direct rollovers)2020-12-31$151,330
Total plan assets at end of year2020-12-31$12,112,746
Total plan assets at beginning of year2020-12-31$10,418,830
Value of fidelity bond covering the plan2020-12-31$850,000
Total contributions received or receivable from participants2020-12-31$112,746
Other income received2020-12-31$1,460,054
Net income (gross income less expenses)2020-12-31$1,693,954
Net plan assets at end of year (total assets less liabilities)2020-12-31$12,112,634
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$10,418,680
Assets. Value of participant loans2020-12-31$105,751
Assets. Value of assets in partnership/joint-venture interests2020-12-31$311,932
Total contributions received or receivable from employer(s)2020-12-31$342,549
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$70,065
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$150
Total income from all sources2019-12-31$2,237,054
Expenses. Total of all expenses incurred2019-12-31$280,005
Benefits paid (including direct rollovers)2019-12-31$210,885
Total plan assets at end of year2019-12-31$10,418,830
Total plan assets at beginning of year2019-12-31$8,461,631
Value of fidelity bond covering the plan2019-12-31$800,000
Total contributions received or receivable from participants2019-12-31$126,147
Other income received2019-12-31$1,767,171
Net income (gross income less expenses)2019-12-31$1,957,049
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,418,680
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,461,631
Assets. Value of participant loans2019-12-31$82,266
Assets. Value of assets in partnership/joint-venture interests2019-12-31$302,750
Total contributions received or receivable from employer(s)2019-12-31$343,736
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$69,120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-23,472
Expenses. Total of all expenses incurred2018-12-31$381,737
Benefits paid (including direct rollovers)2018-12-31$303,240
Total plan assets at end of year2018-12-31$8,461,631
Total plan assets at beginning of year2018-12-31$8,866,840
Value of fidelity bond covering the plan2018-12-31$850,000
Total contributions received or receivable from participants2018-12-31$100,457
Other income received2018-12-31$-472,394
Net income (gross income less expenses)2018-12-31$-405,209
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,461,631
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,866,840
Assets. Value of participant loans2018-12-31$83,737
Assets. Value of assets in partnership/joint-venture interests2018-12-31$320,600
Total contributions received or receivable from employer(s)2018-12-31$348,465
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$78,497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,702,884
Expenses. Total of all expenses incurred2017-12-31$260,855
Benefits paid (including direct rollovers)2017-12-31$194,705
Total plan assets at end of year2017-12-31$8,866,840
Total plan assets at beginning of year2017-12-31$7,424,811
Value of fidelity bond covering the plan2017-12-31$850,000
Total contributions received or receivable from participants2017-12-31$97,132
Other income received2017-12-31$1,276,653
Net income (gross income less expenses)2017-12-31$1,442,029
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,866,840
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,424,811
Assets. Value of participant loans2017-12-31$43,959
Assets. Value of assets in partnership/joint-venture interests2017-12-31$316,000
Total contributions received or receivable from employer(s)2017-12-31$329,099
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$66,150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$913,694
Expenses. Total of all expenses incurred2016-12-31$245,538
Benefits paid (including direct rollovers)2016-12-31$187,673
Total plan assets at end of year2016-12-31$7,424,811
Total plan assets at beginning of year2016-12-31$6,756,655
Value of fidelity bond covering the plan2016-12-31$850,000
Total contributions received or receivable from participants2016-12-31$96,219
Contributions received from other sources (not participants or employers)2016-12-31$4,936
Other income received2016-12-31$454,261
Net income (gross income less expenses)2016-12-31$668,156
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,424,811
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,756,655
Assets. Value of participant loans2016-12-31$89,913
Assets. Value of assets in partnership/joint-venture interests2016-12-31$333,333
Total contributions received or receivable from employer(s)2016-12-31$358,278
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$57,865
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$469,339
Expenses. Total of all expenses incurred2015-12-31$115,347
Benefits paid (including direct rollovers)2015-12-31$60,314
Total plan assets at end of year2015-12-31$6,756,655
Total plan assets at beginning of year2015-12-31$6,402,663
Value of fidelity bond covering the plan2015-12-31$850,000
Total contributions received or receivable from participants2015-12-31$81,800
Contributions received from other sources (not participants or employers)2015-12-31$11,506
Other income received2015-12-31$27,918
Net income (gross income less expenses)2015-12-31$353,992
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,756,655
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,402,663
Assets. Value of participant loans2015-12-31$165,658
Assets. Value of assets in partnership/joint-venture interests2015-12-31$365,681
Total contributions received or receivable from employer(s)2015-12-31$348,115
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$55,033
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$857,909
Expenses. Total of all expenses incurred2014-12-31$218,682
Benefits paid (including direct rollovers)2014-12-31$166,762
Total plan assets at end of year2014-12-31$6,402,663
Total plan assets at beginning of year2014-12-31$5,763,436
Value of fidelity bond covering the plan2014-12-31$850,000
Total contributions received or receivable from participants2014-12-31$81,242
Other income received2014-12-31$435,881
Net income (gross income less expenses)2014-12-31$639,227
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,402,663
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,763,436
Assets. Value of participant loans2014-12-31$157,018
Assets. Value of assets in partnership/joint-venture interests2014-12-31$340,186
Total contributions received or receivable from employer(s)2014-12-31$340,786
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$51,920
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,029,872
Expenses. Total of all expenses incurred2013-12-31$162,298
Benefits paid (including direct rollovers)2013-12-31$117,355
Total plan assets at end of year2013-12-31$5,763,436
Total plan assets at beginning of year2013-12-31$4,895,862
Value of fidelity bond covering the plan2013-12-31$850,000
Total contributions received or receivable from participants2013-12-31$59,659
Other income received2013-12-31$637,338
Net income (gross income less expenses)2013-12-31$867,574
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,763,436
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,895,862
Assets. Value of participant loans2013-12-31$45,617
Assets. Value of assets in partnership/joint-venture interests2013-12-31$278,054
Total contributions received or receivable from employer(s)2013-12-31$332,875
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$44,943
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$815,061
Expenses. Total of all expenses incurred2012-12-31$171,655
Benefits paid (including direct rollovers)2012-12-31$130,484
Total plan assets at end of year2012-12-31$4,895,862
Total plan assets at beginning of year2012-12-31$4,252,456
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$61,453
Other income received2012-12-31$381,315
Net income (gross income less expenses)2012-12-31$643,406
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,895,862
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,252,456
Assets. Value of participant loans2012-12-31$3,996
Assets. Value of assets in partnership/joint-venture interests2012-12-31$340,243
Total contributions received or receivable from employer(s)2012-12-31$372,293
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$41,171
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$375,611
Expenses. Total of all expenses incurred2011-12-31$104,110
Benefits paid (including direct rollovers)2011-12-31$64,661
Total plan assets at end of year2011-12-31$4,252,456
Total plan assets at beginning of year2011-12-31$3,980,955
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$102,613
Expenses. Other expenses not covered elsewhere2011-12-31$39,449
Contributions received from other sources (not participants or employers)2011-12-31$10,352
Other income received2011-12-31$-62,027
Net income (gross income less expenses)2011-12-31$271,501
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,252,456
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,980,955
Assets. Value of participant loans2011-12-31$2,158
Assets. Value of assets in partnership/joint-venture interests2011-12-31$354,375
Total contributions received or receivable from employer(s)2011-12-31$324,673
2010 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$967,524
Expenses. Total of all expenses incurred2010-12-31$157,722
Benefits paid (including direct rollovers)2010-12-31$123,008
Total plan assets at end of year2010-12-31$3,980,955
Total plan assets at beginning of year2010-12-31$3,171,153
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$77,709
Expenses. Other expenses not covered elsewhere2010-12-31$32,431
Other income received2010-12-31$548,895
Net income (gross income less expenses)2010-12-31$809,802
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,980,955
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,171,153
Assets. Value of participant loans2010-12-31$6,362
Assets. Value of assets in partnership/joint-venture interests2010-12-31$153,000
Total contributions received or receivable from employer(s)2010-12-31$340,920
Value of corrective distributions2010-12-31$2,283
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN

2023: KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KALFUS & NACHMAN, P.C. 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KALFUS & NACHMAN, P.C. 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KALFUS & NACHMAN, P.C. 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KALFUS & NACHMAN, P.C. 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KALFUS & NACHMAN, P.C. 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KALFUS & NACHMAN, P.C. 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KALFUS & NACHMAN, P.C. 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KALFUS & NACHMAN, P.C. 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KALFUS & NACHMAN, P.C. 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KALFUS & NACHMAN, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817326
Policy instance 1
Insurance contract or identification number817326
Number of Individuals Covered34
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $12,206
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817326
Policy instance 1
Insurance contract or identification number817326
Number of Individuals Covered35
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $12,188
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817326
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817326
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817326
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817326
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHL356
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817326
Policy instance 2

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