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GOLDSTEIN & SCOPELLITE, PC RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameGOLDSTEIN & SCOPELLITE, PC RETIREMENT PLAN & TRUST
Plan identification number 001

GOLDSTEIN & SCOPELLITE, PC RETIREMENT PLAN & TRUST 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
  • 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.
  • 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

GOLDSTEIN & SCOPELLITE, PC has sponsored the creation of one or more 401k plans.

Company Name:GOLDSTEIN & SCOPELLITE, PC
Employer identification number (EIN):770626828
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about GOLDSTEIN & SCOPELLITE, PC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2004-04-01
Company Identification Number: 0800319726
Legal Registered Office Address: 1300 S POLK ST STE 295

DALLAS
United States of America (USA)
75224

More information about GOLDSTEIN & SCOPELLITE, PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOLDSTEIN & SCOPELLITE, PC RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01SHELDON I. GOLDSTEIN2016-09-29
0012014-01-01SHELDON I. GOLDSTEIN2015-10-12
0012013-01-01SHELDON I. GOLDSTEIN2014-10-02
0012012-01-01SHELDON I. GOLDSTEIN2013-10-04
0012011-01-01SHELDON I. GOLDSTEIN2012-10-02

Financial Data on GOLDSTEIN & SCOPELLITE, PC RETIREMENT PLAN & TRUST

Measure Date Value
2010 : GOLDSTEIN & SCOPELLITE, PC RETIREMENT PLAN & TRUST 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$98,192
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$98,192
Total plan assets at beginning of year2010-12-31$0
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$44,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$0
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$98,192
Net plan assets at end of year (total assets less liabilities)2010-12-31$98,192
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$54,192
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

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