401k Plan data: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP plan

BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 401k Plan overview

Plan Name	BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP
Plan identification number	501

BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP has sponsored the creation of one or more 401k plans.

Company Name: BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP

Employer identification number (EIN): 592742314

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2016-01-01 KARINA MARTINEZ
501 2015-01-01 KARINA MARTINEZ
501 2014-01-01 KARINA MARTINEZ
501 2013-01-01 KARINA MARTINEZ
501 2012-01-01 MICHAEL ROMERO
501 2011-01-01 MICHAEL ROMERO
501 2010-01-01 MICHAEL ROMERO
501 2009-01-01 MICHAEL ROMERO 2010-09-17
501 2009-01-01 MICHAEL ROMERO 2010-09-17
501 2008-01-01 MICHAEL ROMERO
501 2007-01-01 MICHAEL ROMERO
501 2006-01-01 MICHAEL ROMERO
501 2005-01-01 MICHAEL ROMERO
501 2004-01-01 MICHAEL ROMERO
501 2003-01-01 MICHAEL ROMERO

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2016-01-01	KARINA MARTINEZ
501	2015-01-01	KARINA MARTINEZ
501	2014-01-01	KARINA MARTINEZ
501	2013-01-01	KARINA MARTINEZ
501	2012-01-01	MICHAEL ROMERO
501	2011-01-01	MICHAEL ROMERO
501	2010-01-01	MICHAEL ROMERO
501	2009-01-01		MICHAEL ROMERO	2010-09-17
501	2009-01-01		MICHAEL ROMERO	2010-09-17
501	2008-01-01	MICHAEL ROMERO
501	2007-01-01	MICHAEL ROMERO
501	2006-01-01	MICHAEL ROMERO
501	2005-01-01	MICHAEL ROMERO
501	2004-01-01	MICHAEL ROMERO
501	2003-01-01	MICHAEL ROMERO

Plan Statistics for BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP

401k plan membership statisitcs for BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP

Measure Date Value
2016: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
2015: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 164
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 2015-01-01 164
2014: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 159
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 2014-01-01 159
2013: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 153
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 2013-01-01 153
2012: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 133
Total of all active and inactive participants 2012-01-01 133
Total participants 2012-01-01 133
2011: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 132
Total of all active and inactive participants 2011-01-01 132
Total participants 2011-01-01 132
2010: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2010 401k membership
Total participants, beginning-of-year 2010-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 132
Total of all active and inactive participants 2010-01-01 132
Total participants 2010-01-01 132
2009: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 143
Total of all active and inactive participants 2009-01-01 143
Total participants 2009-01-01 143
2008: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2008 401k membership
Total participants, beginning-of-year 2008-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 159
Total of all active and inactive participants 2008-01-01 159
Total participants 2008-01-01 159
2007: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2007 401k membership
Total participants, beginning-of-year 2007-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 160
Total of all active and inactive participants 2007-01-01 160
Total participants 2007-01-01 160
2006: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2006 401k membership
Total participants, beginning-of-year 2006-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 155
Total of all active and inactive participants 2006-01-01 155
Total participants 2006-01-01 155
2005: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2005 401k membership
Total participants, beginning-of-year 2005-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2005-01-01 152
Total of all active and inactive participants 2005-01-01 152
Total participants 2005-01-01 152
2004: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2004 401k membership
Total participants, beginning-of-year 2004-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2004-01-01 130
Total of all active and inactive participants 2004-01-01 130
Total participants 2004-01-01 130
2003: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2003 401k membership
Total participants, beginning-of-year 2003-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2003-01-01 100
Total of all active and inactive participants 2003-01-01 100
Total participants 2003-01-01 100

Measure	Date	Value
2016: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
2015: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	164
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	164
2014: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	159
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	159
2013: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	153
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	153
2012: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	133
Total of all active and inactive participants	2012-01-01	133
Total participants	2012-01-01	133
2011: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	132
Total of all active and inactive participants	2011-01-01	132
Total participants	2011-01-01	132
2010: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2010 401k membership
Total participants, beginning-of-year	2010-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	132
Total of all active and inactive participants	2010-01-01	132
Total participants	2010-01-01	132
2009: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	143
Total of all active and inactive participants	2009-01-01	143
Total participants	2009-01-01	143
2008: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2008 401k membership
Total participants, beginning-of-year	2008-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	159
Total of all active and inactive participants	2008-01-01	159
Total participants	2008-01-01	159
2007: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2007 401k membership
Total participants, beginning-of-year	2007-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	160
Total of all active and inactive participants	2007-01-01	160
Total participants	2007-01-01	160
2006: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2006 401k membership
Total participants, beginning-of-year	2006-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	155
Total of all active and inactive participants	2006-01-01	155
Total participants	2006-01-01	155
2005: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2005 401k membership
Total participants, beginning-of-year	2005-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2005-01-01	152
Total of all active and inactive participants	2005-01-01	152
Total participants	2005-01-01	152
2004: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2004 401k membership
Total participants, beginning-of-year	2004-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2004-01-01	130
Total of all active and inactive participants	2004-01-01	130
Total participants	2004-01-01	130
2003: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2003 401k membership
Total participants, beginning-of-year	2003-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2003-01-01	100
Total of all active and inactive participants	2003-01-01	100
Total participants	2003-01-01	100

Form 5500 Responses for BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP

2016: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2008: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2007: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2006: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Insurance	Yes
2006-01-01	Plan benefit arrangement – Insurance	Yes
2005: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Insurance	Yes
2005-01-01	Plan benefit arrangement – Insurance	Yes
2004: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2004-01-01	Plan funding arrangement – Insurance	Yes
2004-01-01	Plan benefit arrangement – Insurance	Yes
2003: BERKOWITZ DICK POLLACK & BRANT CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS, LLP 2003 form 5500 responses
2003-01-01	Type of plan entity	Single employer plan
2003-01-01	Submission has been amended	No
2003-01-01	This submission is the final filing	No
2003-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-01-01	Plan is a collectively bargained plan	No
2003-01-01	Plan funding arrangement – Insurance	Yes
2003-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP
Employer identification number (EIN):	592742314
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants