NADEL & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NADEL & ASSOCIATES PROFIT SHARING PLAN
Measure | Date | Value |
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2023: NADEL & ASSOCIATES PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 2 |
Number of participants with account balances | 2023-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: NADEL & ASSOCIATES PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 2 |
Number of participants with account balances | 2022-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: NADEL & ASSOCIATES PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 2 |
Number of participants with account balances | 2021-01-01 | 2 |
2020: NADEL & ASSOCIATES PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
2019: NADEL & ASSOCIATES PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
Total of all active and inactive participants | 2019-01-01 | 7 |
Total participants | 2019-01-01 | 7 |
Number of participants with account balances | 2019-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: NADEL & ASSOCIATES PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 7 |
2017: NADEL & ASSOCIATES PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Total of all active and inactive participants | 2017-01-01 | 6 |
Total participants | 2017-01-01 | 6 |
Number of participants with account balances | 2017-01-01 | 6 |
2016: NADEL & ASSOCIATES PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
2015: NADEL & ASSOCIATES PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
2014: NADEL & ASSOCIATES PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
2013: NADEL & ASSOCIATES PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 6 |
2012: NADEL & ASSOCIATES PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Total participants | 2012-01-01 | 6 |
2011: NADEL & ASSOCIATES PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
2009: NADEL & ASSOCIATES PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 7 |
Total participants | 2009-01-01 | 7 |
Number of participants with account balances | 2009-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2023 : NADEL & ASSOCIATES PROFIT SHARING PLAN 2023 401k financial data |
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Total plan liabilities at end of year | 2023-12-31 | $327 |
Total income from all sources | 2023-12-31 | $272,056 |
Expenses. Total of all expenses incurred | 2023-12-31 | $474 |
Total plan assets at end of year | 2023-12-31 | $3,522,907 |
Total plan assets at beginning of year | 2023-12-31 | $3,250,998 |
Value of fidelity bond covering the plan | 2023-12-31 | $1,500,000 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $3,225,561 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $474 |
Other income received | 2023-12-31 | $272,056 |
Net income (gross income less expenses) | 2023-12-31 | $271,582 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,522,580 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,250,998 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $115,150 |
2022 : NADEL & ASSOCIATES PROFIT SHARING PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $339,411 |
Expenses. Total of all expenses incurred | 2022-12-31 | $267 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $3,250,998 |
Total plan assets at beginning of year | 2022-12-31 | $2,911,854 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $3,040,030 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $267 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $339,411 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $339,144 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,250,998 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,911,854 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $115,136 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
2021 : NADEL & ASSOCIATES PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $259,210 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,033 |
Total plan assets at end of year | 2021-12-31 | $2,911,854 |
Total plan assets at beginning of year | 2021-12-31 | $2,653,677 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,500,000 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $2,632,370 |
Other income received | 2021-12-31 | $249,835 |
Net income (gross income less expenses) | 2021-12-31 | $258,177 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,911,854 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,653,677 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $145,118 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $9,375 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,033 |
2020 : NADEL & ASSOCIATES PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $250,567 |
Expenses. Total of all expenses incurred | 2020-12-31 | $452,691 |
Benefits paid (including direct rollovers) | 2020-12-31 | $450,674 |
Total plan assets at end of year | 2020-12-31 | $2,653,677 |
Total plan assets at beginning of year | 2020-12-31 | $2,855,801 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $25,279 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $2,330,500 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $2,017 |
Other income received | 2020-12-31 | $178,630 |
Net income (gross income less expenses) | 2020-12-31 | $-202,124 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,653,677 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,855,801 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $146,915 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $46,658 |
2019 : NADEL & ASSOCIATES PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $297,787 |
Expenses. Total of all expenses incurred | 2019-12-31 | $4,049 |
Total plan assets at end of year | 2019-12-31 | $2,855,801 |
Total plan assets at beginning of year | 2019-12-31 | $2,562,063 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $16,440 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $1,954,900 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $4,049 |
Other income received | 2019-12-31 | $185,988 |
Net income (gross income less expenses) | 2019-12-31 | $293,738 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,855,801 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,562,063 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $147,101 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $95,359 |
2018 : NADEL & ASSOCIATES PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $121,963 |
Expenses. Total of all expenses incurred | 2018-12-31 | $6,607 |
Total plan assets at end of year | 2018-12-31 | $2,562,063 |
Total plan assets at beginning of year | 2018-12-31 | $2,446,707 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $20,000 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $1,470,500 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $6,607 |
Other income received | 2018-12-31 | $20,675 |
Net income (gross income less expenses) | 2018-12-31 | $115,356 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,562,063 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,446,707 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $403,347 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $81,288 |
2017 : NADEL & ASSOCIATES PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $321,718 |
Expenses. Total of all expenses incurred | 2017-12-31 | $7,913 |
Total plan assets at end of year | 2017-12-31 | $2,446,707 |
Total plan assets at beginning of year | 2017-12-31 | $2,132,902 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $13,800 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $1,421,695 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $7,913 |
Other income received | 2017-12-31 | $211,774 |
Net income (gross income less expenses) | 2017-12-31 | $313,805 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,446,707 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,132,902 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $227,222 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $14,102 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $96,144 |
2016 : NADEL & ASSOCIATES PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $303,500 |
Expenses. Total of all expenses incurred | 2016-12-31 | $7,574 |
Total plan assets at end of year | 2016-12-31 | $2,132,902 |
Total plan assets at beginning of year | 2016-12-31 | $1,836,976 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $11,760 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $1,069,799 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $7,574 |
Other income received | 2016-12-31 | $204,784 |
Net income (gross income less expenses) | 2016-12-31 | $295,926 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,132,902 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,836,976 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $235,469 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $86,956 |
2015 : NADEL & ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $98,570 |
Expenses. Total of all expenses incurred | 2015-12-31 | $9,681 |
Total plan assets at end of year | 2015-12-31 | $1,836,976 |
Total plan assets at beginning of year | 2015-12-31 | $1,748,087 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $11,450 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $797,024 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $9,681 |
Other income received | 2015-12-31 | $7,546 |
Net income (gross income less expenses) | 2015-12-31 | $88,889 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,836,976 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,748,087 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $238,833 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $79,574 |
2014 : NADEL & ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $192,939 |
Total income from all sources | 2014-12-31 | $158,068 |
Expenses. Total of all expenses incurred | 2014-12-31 | $4,763 |
Benefits paid (including direct rollovers) | 2014-12-31 | $162 |
Total plan assets at end of year | 2014-12-31 | $1,748,087 |
Total plan assets at beginning of year | 2014-12-31 | $1,401,843 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $29,089 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $354,155 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $4,601 |
Other income received | 2014-12-31 | $38,679 |
Net income (gross income less expenses) | 2014-12-31 | $153,305 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,748,087 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,401,843 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $134,400 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $90,300 |
2013 : NADEL & ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-12-31 | $3,329 |
Total income from all sources | 2013-12-31 | $197,661 |
Expenses. Total of all expenses incurred | 2013-12-31 | $30,062 |
Benefits paid (including direct rollovers) | 2013-12-31 | $29,922 |
Total plan assets at end of year | 2013-12-31 | $1,401,843 |
Total plan assets at beginning of year | 2013-12-31 | $1,237,573 |
Value of fidelity bond covering the plan | 2013-12-31 | $900,000 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $603,376 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $140 |
Other income received | 2013-12-31 | $130,950 |
Net income (gross income less expenses) | 2013-12-31 | $167,599 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,401,843 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,234,244 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $143,857 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $19,603 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $66,711 |
2012 : NADEL & ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $3,329 |
Total income from all sources | 2012-12-31 | $159,307 |
Expenses. Total of all expenses incurred | 2012-12-31 | $65 |
Total plan assets at end of year | 2012-12-31 | $1,237,573 |
Total plan assets at beginning of year | 2012-12-31 | $1,075,002 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $490,211 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $65 |
Other income received | 2012-12-31 | $91,928 |
Net income (gross income less expenses) | 2012-12-31 | $159,242 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,234,244 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,075,002 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $308,705 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $67,379 |
2011 : NADEL & ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $53,724 |
Expenses. Total of all expenses incurred | 2011-12-31 | $14,963 |
Benefits paid (including direct rollovers) | 2011-12-31 | $14,963 |
Total plan assets at end of year | 2011-12-31 | $1,075,002 |
Total plan assets at beginning of year | 2011-12-31 | $1,036,241 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $530,396 |
Other income received | 2011-12-31 | $-12,314 |
Net income (gross income less expenses) | 2011-12-31 | $38,761 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,075,002 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,036,241 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $116,491 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $66,038 |
2010 : NADEL & ASSOCIATES PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $121,732 |
Expenses. Total of all expenses incurred | 2010-12-31 | $65 |
Total plan assets at end of year | 2010-12-31 | $1,036,241 |
Total plan assets at beginning of year | 2010-12-31 | $914,574 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $630,081 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $65 |
Other income received | 2010-12-31 | $45,150 |
Net income (gross income less expenses) | 2010-12-31 | $121,667 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,036,241 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $914,574 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $24,794 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $76,582 |