BALABAN, LEVINSON, COSTIGAN & WASILIK PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $60,713 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $54,489 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $54,489 |
| Total plan assets at end of year | 2023-12-31 | $1,017,053 |
| Total plan assets at beginning of year | 2023-12-31 | $1,010,829 |
| Other income received | 2023-12-31 | $39,043 |
| Net income (gross income less expenses) | 2023-12-31 | $6,224 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,017,053 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,010,829 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $21,670 |
| 2022 : BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-17,656 |
| Total plan assets at end of year | 2022-12-31 | $1,010,829 |
| Total plan assets at beginning of year | 2022-12-31 | $1,028,485 |
| Other income received | 2022-12-31 | $-33,576 |
| Net income (gross income less expenses) | 2022-12-31 | $-17,656 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,010,829 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,028,485 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $15,920 |
| 2021 : BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $43,383 |
| Total plan assets at end of year | 2021-12-31 | $1,028,485 |
| Total plan assets at beginning of year | 2021-12-31 | $985,102 |
| Other income received | 2021-12-31 | $20,123 |
| Net income (gross income less expenses) | 2021-12-31 | $43,383 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,028,485 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $985,102 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $23,260 |
| 2020 : BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $61,239 |
| Total plan assets at end of year | 2020-12-31 | $985,102 |
| Total plan assets at beginning of year | 2020-12-31 | $923,863 |
| Other income received | 2020-12-31 | $35,134 |
| Net income (gross income less expenses) | 2020-12-31 | $61,239 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $985,102 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $923,863 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $26,105 |
| 2019 : BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $67,902 |
| Total plan assets at end of year | 2019-12-31 | $923,863 |
| Total plan assets at beginning of year | 2019-12-31 | $855,961 |
| Other income received | 2019-12-31 | $43,182 |
| Net income (gross income less expenses) | 2019-12-31 | $67,902 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $923,863 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $855,961 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $24,720 |
| 2018 : BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $14,063 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $62,452 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $62,452 |
| Total plan assets at end of year | 2018-12-31 | $855,961 |
| Total plan assets at beginning of year | 2018-12-31 | $904,350 |
| Other income received | 2018-12-31 | $3,923 |
| Net income (gross income less expenses) | 2018-12-31 | $-48,389 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $855,961 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $904,350 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $10,140 |
| 2017 : BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $32,718 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $49,186 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $49,036 |
| Total plan assets at end of year | 2017-12-31 | $904,350 |
| Total plan assets at beginning of year | 2017-12-31 | $920,818 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $150 |
| Other income received | 2017-12-31 | $12,339 |
| Net income (gross income less expenses) | 2017-12-31 | $-16,468 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $904,350 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $920,818 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $20,379 |
| 2016 : BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $37,143 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $49,186 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $49,036 |
| Total plan assets at end of year | 2016-12-31 | $920,818 |
| Total plan assets at beginning of year | 2016-12-31 | $932,861 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $150 |
| Other income received | 2016-12-31 | $13,132 |
| Net income (gross income less expenses) | 2016-12-31 | $-12,043 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $920,818 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $932,861 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $24,011 |
| 2015 : BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $61,301 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $78,966 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $78,816 |
| Total plan assets at end of year | 2015-12-31 | $932,861 |
| Total plan assets at beginning of year | 2015-12-31 | $950,526 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $150 |
| Other income received | 2015-12-31 | $10,755 |
| Net income (gross income less expenses) | 2015-12-31 | $-17,665 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $932,861 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $950,526 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $50,546 |
| 2014 : BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $57,112 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $49,186 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $49,036 |
| Total plan assets at end of year | 2014-12-31 | $950,526 |
| Total plan assets at beginning of year | 2014-12-31 | $942,600 |
| Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $150 |
| Other income received | 2014-12-31 | $7,606 |
| Net income (gross income less expenses) | 2014-12-31 | $7,926 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $950,526 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $942,600 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $49,506 |
| 2013 : BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $49,778 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $95,902 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $95,752 |
| Total plan assets at end of year | 2013-12-31 | $942,600 |
| Total plan assets at beginning of year | 2013-12-31 | $988,724 |
| Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $150 |
| Other income received | 2013-12-31 | $12,443 |
| Net income (gross income less expenses) | 2013-12-31 | $-46,124 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $942,600 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $988,724 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $37,335 |
| 2012 : BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $72,436 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $107,778 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $107,628 |
| Total plan assets at end of year | 2012-12-31 | $988,724 |
| Total plan assets at beginning of year | 2012-12-31 | $1,024,066 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $150 |
| Other income received | 2012-12-31 | $27,736 |
| Net income (gross income less expenses) | 2012-12-31 | $-35,342 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $988,724 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,024,066 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $44,700 |
| 2011 : BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $70,383 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $107,778 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $107,628 |
| Total plan assets at end of year | 2011-12-31 | $1,024,066 |
| Total plan assets at beginning of year | 2011-12-31 | $1,061,461 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $150 |
| Other income received | 2011-12-31 | $15,383 |
| Net income (gross income less expenses) | 2011-12-31 | $-37,395 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,024,066 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,061,461 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $55,000 |
| 2010 : BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $85,828 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $107,778 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $107,628 |
| Total plan assets at end of year | 2010-12-31 | $1,061,461 |
| Total plan assets at beginning of year | 2010-12-31 | $1,083,411 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $150 |
| Other income received | 2010-12-31 | $48,628 |
| Net income (gross income less expenses) | 2010-12-31 | $-21,950 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,061,461 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,083,411 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $37,200 |
| 2023: BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BALABAN LEVINSON & COSTIGAN PC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
