401k Plan data: NAHON, SAHAROVICH & TROTZ 401(K) PLAN plan

NAHON, SAHAROVICH & TROTZ 401(K) PLAN 401k Plan overview

Plan Name	NAHON, SAHAROVICH & TROTZ 401(K) PLAN
Plan identification number	001

NAHON, SAHAROVICH & TROTZ 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NAHON, SAHAROVICH & TROTZ, PLC has sponsored the creation of one or more 401k plans.

Company Name: NAHON, SAHAROVICH & TROTZ, PLC

Employer identification number (EIN): 621448864

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAHON, SAHAROVICH & TROTZ 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ALEX SAHAROVICH 2018-06-28 ALEX SAHAROVICH 2018-06-28
001 2016-01-01 COREY TROTZ 2017-05-04 COREY TROTZ 2017-05-04
001 2015-01-01 COREY TROTZ 2016-05-19 COREY TROTZ 2016-05-19
001 2014-01-01 ALEX SAHAROVICH ALEX SAHAROVICH 2015-05-28
001 2013-01-01 ALEX SAHAROVICH ALEX SAHAROVICH 2014-04-29
001 2012-01-01 ALEX SAHAROVICH ALEX SAHAROVICH 2013-04-23
001 2011-01-01 COREY TROTZ COREY TROTZ 2012-04-17
001 2009-01-01 COREY TROTZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ALEX SAHAROVICH	2018-06-28	ALEX SAHAROVICH	2018-06-28
001	2016-01-01	COREY TROTZ	2017-05-04	COREY TROTZ	2017-05-04
001	2015-01-01	COREY TROTZ	2016-05-19	COREY TROTZ	2016-05-19
001	2014-01-01	ALEX SAHAROVICH		ALEX SAHAROVICH	2015-05-28
001	2013-01-01	ALEX SAHAROVICH		ALEX SAHAROVICH	2014-04-29
001	2012-01-01	ALEX SAHAROVICH		ALEX SAHAROVICH	2013-04-23
001	2011-01-01	COREY TROTZ		COREY TROTZ	2012-04-17
001	2009-01-01	COREY TROTZ

Plan Statistics for NAHON, SAHAROVICH & TROTZ 401(K) PLAN

401k plan membership statisitcs for NAHON, SAHAROVICH & TROTZ 401(K) PLAN

Measure Date Value
2014: NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 78
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 11
Total of all active and inactive participants 2014-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 89
Number of participants with account balances 2014-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 84
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 11
Total of all active and inactive participants 2013-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 95
Number of participants with account balances 2013-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 90
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 5
Total of all active and inactive participants 2012-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 95
Number of participants with account balances 2012-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 79
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 87
Number of participants with account balances 2011-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 58
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 60
Number of participants with account balances 2009-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	78
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	11
Total of all active and inactive participants	2014-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	89
Number of participants with account balances	2014-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	84
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	11
Total of all active and inactive participants	2013-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	95
Number of participants with account balances	2013-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	90
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	5
Total of all active and inactive participants	2012-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	95
Number of participants with account balances	2012-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	79
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	87
Number of participants with account balances	2011-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	58
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	60
Number of participants with account balances	2009-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NAHON, SAHAROVICH & TROTZ 401(K) PLAN

Measure	Date	Value
2014 : NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$524,020
Expenses. Total of all expenses incurred	2014-12-31	$234,417
Benefits paid (including direct rollovers)	2014-12-31	$225,854
Total plan assets at end of year	2014-12-31	$3,662,362
Total plan assets at beginning of year	2014-12-31	$3,372,759
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$249,439
Assets. Value of loans (other than to participants)	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$8,563
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$142,499
Net income (gross income less expenses)	2014-12-31	$289,603
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,662,362
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,372,759
Total contributions received or receivable from employer(s)	2014-12-31	$132,082
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$762,177
Expenses. Total of all expenses incurred	2013-12-31	$90,833
Benefits paid (including direct rollovers)	2013-12-31	$83,776
Total plan assets at end of year	2013-12-31	$3,372,759
Total plan assets at beginning of year	2013-12-31	$2,701,415
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$205,377
Assets. Value of loans (other than to participants)	2013-12-31	$290,236
Expenses. Other expenses not covered elsewhere	2013-12-31	$7,057
Contributions received from other sources (not participants or employers)	2013-12-31	$10,230
Other income received	2013-12-31	$427,718
Net income (gross income less expenses)	2013-12-31	$671,344
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,372,759
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,701,415
Total contributions received or receivable from employer(s)	2013-12-31	$118,852
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$600,834
Expenses. Total of all expenses incurred	2012-12-31	$73,747
Benefits paid (including direct rollovers)	2012-12-31	$68,081
Total plan assets at end of year	2012-12-31	$2,701,415
Total plan assets at beginning of year	2012-12-31	$2,174,328
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$225,400
Assets. Value of loans (other than to participants)	2012-12-31	$274,844
Expenses. Other expenses not covered elsewhere	2012-12-31	$5,666
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$250,879
Net income (gross income less expenses)	2012-12-31	$527,087
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,701,415
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,174,328
Total contributions received or receivable from employer(s)	2012-12-31	$124,555
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$270,731
Expenses. Total of all expenses incurred	2011-12-31	$46,834
Benefits paid (including direct rollovers)	2011-12-31	$42,061
Total plan assets at end of year	2011-12-31	$2,174,328
Total plan assets at beginning of year	2011-12-31	$1,950,431
Value of fidelity bond covering the plan	2011-12-31	$260,000
Total contributions received or receivable from participants	2011-12-31	$179,552
Assets. Value of loans (other than to participants)	2011-12-31	$257,062
Expenses. Other expenses not covered elsewhere	2011-12-31	$4,773
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-19,709
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$223,897
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,174,328
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,950,431
Total contributions received or receivable from employer(s)	2011-12-31	$110,888
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$425,938
Expenses. Total of all expenses incurred	2010-12-31	$25,579
Benefits paid (including direct rollovers)	2010-12-31	$19,816
Total plan assets at end of year	2010-12-31	$1,950,431
Total plan assets at beginning of year	2010-12-31	$1,550,072
Value of fidelity bond covering the plan	2010-12-31	$235,000
Total contributions received or receivable from participants	2010-12-31	$124,866
Assets. Value of loans (other than to participants)	2010-12-31	$234,560
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$210,853
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$400,359
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,950,431
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,550,072
Total contributions received or receivable from employer(s)	2010-12-31	$90,219
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$2,139
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,624
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : NAHON, SAHAROVICH & TROTZ 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NAHON, SAHAROVICH & TROTZ 401(K) PLAN

2014: NAHON, SAHAROVICH & TROTZ 401(K) PLAN 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NAHON, SAHAROVICH & TROTZ 401(K) PLAN 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NAHON, SAHAROVICH & TROTZ 401(K) PLAN 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NAHON, SAHAROVICH & TROTZ 401(K) PLAN 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: NAHON, SAHAROVICH & TROTZ 401(K) PLAN 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NAHON, SAHAROVICH & TROTZ, PLC
Employer identification number (EIN):	621448864
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers