LEVY, SAPIN, KO & FREEMAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2021: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-05-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 8 |
Number of retired or separated participants receiving benefits | 2021-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 2 |
Total of all active and inactive participants | 2021-05-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-05-01 | 0 |
Total participants | 2021-05-01 | 10 |
Number of participants with account balances | 2021-05-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-05-01 | 0 |
2020: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-05-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 9 |
Number of retired or separated participants receiving benefits | 2020-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 1 |
Total of all active and inactive participants | 2020-05-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-05-01 | 0 |
Total participants | 2020-05-01 | 10 |
Number of participants with account balances | 2020-05-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-05-01 | 0 |
2019: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-05-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 10 |
Number of retired or separated participants receiving benefits | 2019-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 3 |
Total of all active and inactive participants | 2019-05-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-05-01 | 0 |
Total participants | 2019-05-01 | 13 |
Number of participants with account balances | 2019-05-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-05-01 | 0 |
2018: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-05-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 10 |
Number of retired or separated participants receiving benefits | 2018-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-05-01 | 3 |
Total of all active and inactive participants | 2018-05-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-05-01 | 0 |
Total participants | 2018-05-01 | 13 |
Number of participants with account balances | 2018-05-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-05-01 | 0 |
2017: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-05-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 9 |
Number of retired or separated participants receiving benefits | 2017-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-05-01 | 4 |
Total of all active and inactive participants | 2017-05-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-05-01 | 0 |
Total participants | 2017-05-01 | 13 |
Number of participants with account balances | 2017-05-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-05-01 | 0 |
2016: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-05-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 8 |
Number of retired or separated participants receiving benefits | 2016-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-05-01 | 3 |
Total of all active and inactive participants | 2016-05-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-05-01 | 0 |
Total participants | 2016-05-01 | 11 |
Number of participants with account balances | 2016-05-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-05-01 | 0 |
2015: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-05-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 10 |
Number of retired or separated participants receiving benefits | 2015-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 1 |
Total of all active and inactive participants | 2015-05-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-05-01 | 0 |
Total participants | 2015-05-01 | 11 |
Number of participants with account balances | 2015-05-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-05-01 | 0 |
2014: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-05-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 10 |
Number of retired or separated participants receiving benefits | 2014-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 1 |
Total of all active and inactive participants | 2014-05-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-05-01 | 0 |
Total participants | 2014-05-01 | 11 |
Number of participants with account balances | 2014-05-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-05-01 | 0 |
2013: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-05-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 10 |
Number of retired or separated participants receiving benefits | 2013-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 0 |
Total of all active and inactive participants | 2013-05-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-05-01 | 0 |
Total participants | 2013-05-01 | 10 |
Number of participants with account balances | 2013-05-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-05-01 | 0 |
2012: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-05-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 11 |
Number of retired or separated participants receiving benefits | 2012-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 0 |
Total of all active and inactive participants | 2012-05-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-05-01 | 0 |
Total participants | 2012-05-01 | 11 |
Number of participants with account balances | 2012-05-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-05-01 | 0 |
2011: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-05-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 11 |
Number of retired or separated participants receiving benefits | 2011-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 0 |
Total of all active and inactive participants | 2011-05-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-01 | 0 |
Total participants | 2011-05-01 | 11 |
Number of participants with account balances | 2011-05-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-05-01 | 0 |
2010: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-05-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 10 |
Number of retired or separated participants receiving benefits | 2010-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-05-01 | 1 |
Total of all active and inactive participants | 2010-05-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-05-01 | 0 |
Total participants | 2010-05-01 | 11 |
Number of participants with account balances | 2010-05-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-05-01 | 0 |
2009: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-05-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 12 |
Number of retired or separated participants receiving benefits | 2009-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 0 |
Total of all active and inactive participants | 2009-05-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-05-01 | 0 |
Total participants | 2009-05-01 | 12 |
Number of participants with account balances | 2009-05-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-05-01 | 0 |
Measure | Date | Value |
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2022 : LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-04-30 | $-326,857 |
Expenses. Total of all expenses incurred | 2022-04-30 | $123,328 |
Benefits paid (including direct rollovers) | 2022-04-30 | $106,244 |
Total plan assets at end of year | 2022-04-30 | $6,198,810 |
Total plan assets at beginning of year | 2022-04-30 | $6,648,995 |
Value of fidelity bond covering the plan | 2022-04-30 | $660,000 |
Total contributions received or receivable from participants | 2022-04-30 | $89,461 |
Expenses. Other expenses not covered elsewhere | 2022-04-30 | $0 |
Contributions received from other sources (not participants or employers) | 2022-04-30 | $0 |
Other income received | 2022-04-30 | $-451,454 |
Net income (gross income less expenses) | 2022-04-30 | $-450,185 |
Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $6,198,810 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $6,648,995 |
Assets. Value of real-estate (other than employer real property) | 2022-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2022-04-30 | $35,136 |
Value of certain deemed distributions of participant loans | 2022-04-30 | $17,084 |
Value of corrective distributions | 2022-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-04-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-04-30 | $0 |
2021 : LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-04-30 | $2,711,923 |
Expenses. Total of all expenses incurred | 2021-04-30 | $265,458 |
Benefits paid (including direct rollovers) | 2021-04-30 | $250,395 |
Total plan assets at end of year | 2021-04-30 | $6,648,995 |
Total plan assets at beginning of year | 2021-04-30 | $4,202,530 |
Value of fidelity bond covering the plan | 2021-04-30 | $660,000 |
Total contributions received or receivable from participants | 2021-04-30 | $83,370 |
Expenses. Other expenses not covered elsewhere | 2021-04-30 | $0 |
Contributions received from other sources (not participants or employers) | 2021-04-30 | $0 |
Other income received | 2021-04-30 | $2,590,869 |
Net income (gross income less expenses) | 2021-04-30 | $2,446,465 |
Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $6,648,995 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $4,202,530 |
Assets. Value of real-estate (other than employer real property) | 2021-04-30 | $41,922 |
Total contributions received or receivable from employer(s) | 2021-04-30 | $37,684 |
Value of certain deemed distributions of participant loans | 2021-04-30 | $0 |
Value of corrective distributions | 2021-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-04-30 | $15,063 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-04-30 | $0 |
2020 : LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-04-30 | $-175,236 |
Expenses. Total of all expenses incurred | 2020-04-30 | $41,075 |
Benefits paid (including direct rollovers) | 2020-04-30 | $28,000 |
Total plan assets at end of year | 2020-04-30 | $4,202,530 |
Total plan assets at beginning of year | 2020-04-30 | $4,418,841 |
Value of fidelity bond covering the plan | 2020-04-30 | $660,000 |
Total contributions received or receivable from participants | 2020-04-30 | $89,796 |
Expenses. Other expenses not covered elsewhere | 2020-04-30 | $0 |
Contributions received from other sources (not participants or employers) | 2020-04-30 | $0 |
Other income received | 2020-04-30 | $-304,492 |
Net income (gross income less expenses) | 2020-04-30 | $-216,311 |
Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $4,202,530 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $4,418,841 |
Assets. Value of assets in partnership/joint-venture interests | 2020-04-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-04-30 | $80,112 |
Total contributions received or receivable from employer(s) | 2020-04-30 | $39,460 |
Value of certain deemed distributions of participant loans | 2020-04-30 | $13,075 |
Value of corrective distributions | 2020-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-04-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-04-30 | $0 |
2019 : LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-04-30 | $384,044 |
Expenses. Total of all expenses incurred | 2019-04-30 | $44,686 |
Benefits paid (including direct rollovers) | 2019-04-30 | $33,200 |
Total plan assets at end of year | 2019-04-30 | $4,418,841 |
Total plan assets at beginning of year | 2019-04-30 | $4,079,483 |
Value of fidelity bond covering the plan | 2019-04-30 | $660,000 |
Total contributions received or receivable from participants | 2019-04-30 | $89,796 |
Expenses. Other expenses not covered elsewhere | 2019-04-30 | $0 |
Contributions received from other sources (not participants or employers) | 2019-04-30 | $0 |
Other income received | 2019-04-30 | $254,218 |
Net income (gross income less expenses) | 2019-04-30 | $339,358 |
Net plan assets at end of year (total assets less liabilities) | 2019-04-30 | $4,418,841 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-04-30 | $4,079,483 |
Assets. Value of assets in partnership/joint-venture interests | 2019-04-30 | $154 |
Assets. Value of real-estate (other than employer real property) | 2019-04-30 | $93,587 |
Total contributions received or receivable from employer(s) | 2019-04-30 | $40,030 |
Value of certain deemed distributions of participant loans | 2019-04-30 | $0 |
Value of corrective distributions | 2019-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-04-30 | $11,486 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-04-30 | $0 |
2018 : LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-04-30 | $403,621 |
Expenses. Total of all expenses incurred | 2018-04-30 | $38,056 |
Benefits paid (including direct rollovers) | 2018-04-30 | $27,500 |
Total plan assets at end of year | 2018-04-30 | $4,079,483 |
Total plan assets at beginning of year | 2018-04-30 | $3,713,918 |
Value of fidelity bond covering the plan | 2018-04-30 | $660,000 |
Total contributions received or receivable from participants | 2018-04-30 | $82,622 |
Expenses. Other expenses not covered elsewhere | 2018-04-30 | $0 |
Contributions received from other sources (not participants or employers) | 2018-04-30 | $0 |
Other income received | 2018-04-30 | $284,903 |
Noncash contributions received | 2018-04-30 | $0 |
Net income (gross income less expenses) | 2018-04-30 | $365,565 |
Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $4,079,483 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $3,713,918 |
Assets. Value of assets in partnership/joint-venture interests | 2018-04-30 | $7,093 |
Assets. Value of real-estate (other than employer real property) | 2018-04-30 | $105,034 |
Total contributions received or receivable from employer(s) | 2018-04-30 | $36,096 |
Value of certain deemed distributions of participant loans | 2018-04-30 | $0 |
Value of corrective distributions | 2018-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-04-30 | $10,556 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-04-30 | $0 |
2017 : LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total plan liabilities at beginning of year | 2017-04-30 | $0 |
Total income from all sources | 2017-04-30 | $638,346 |
Expenses. Total of all expenses incurred | 2017-04-30 | $31,343 |
Benefits paid (including direct rollovers) | 2017-04-30 | $26,000 |
Total plan assets at end of year | 2017-04-30 | $3,713,918 |
Total plan assets at beginning of year | 2017-04-30 | $3,106,915 |
Value of fidelity bond covering the plan | 2017-04-30 | $660,000 |
Total contributions received or receivable from participants | 2017-04-30 | $78,542 |
Expenses. Other expenses not covered elsewhere | 2017-04-30 | $0 |
Contributions received from other sources (not participants or employers) | 2017-04-30 | $0 |
Other income received | 2017-04-30 | $524,049 |
Noncash contributions received | 2017-04-30 | $0 |
Net income (gross income less expenses) | 2017-04-30 | $607,003 |
Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $3,713,918 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $3,106,915 |
Assets. Value of assets in partnership/joint-venture interests | 2017-04-30 | $26,951 |
Assets. Value of real-estate (other than employer real property) | 2017-04-30 | $116,476 |
Total contributions received or receivable from employer(s) | 2017-04-30 | $35,755 |
Value of certain deemed distributions of participant loans | 2017-04-30 | $5,343 |
Value of corrective distributions | 2017-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-04-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-04-30 | $0 |
2016 : LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-04-30 | $0 |
Total plan liabilities at beginning of year | 2016-04-30 | $0 |
Total income from all sources | 2016-04-30 | $397,081 |
Expenses. Total of all expenses incurred | 2016-04-30 | $31,273 |
Benefits paid (including direct rollovers) | 2016-04-30 | $26,500 |
Total plan assets at end of year | 2016-04-30 | $3,106,915 |
Total plan assets at beginning of year | 2016-04-30 | $2,741,107 |
Value of fidelity bond covering the plan | 2016-04-30 | $660,000 |
Total contributions received or receivable from participants | 2016-04-30 | $76,677 |
Expenses. Other expenses not covered elsewhere | 2016-04-30 | $0 |
Contributions received from other sources (not participants or employers) | 2016-04-30 | $0 |
Other income received | 2016-04-30 | $286,918 |
Noncash contributions received | 2016-04-30 | $0 |
Net income (gross income less expenses) | 2016-04-30 | $365,808 |
Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $3,106,915 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $2,741,107 |
Assets. Value of assets in partnership/joint-venture interests | 2016-04-30 | $27,252 |
Assets. Value of real-estate (other than employer real property) | 2016-04-30 | $126,041 |
Total contributions received or receivable from employer(s) | 2016-04-30 | $33,486 |
Value of certain deemed distributions of participant loans | 2016-04-30 | $0 |
Value of corrective distributions | 2016-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-04-30 | $4,773 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-04-30 | $0 |
2015 : LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-04-30 | $291,706 |
Expenses. Total of all expenses incurred | 2015-04-30 | $29,971 |
Benefits paid (including direct rollovers) | 2015-04-30 | $25,000 |
Total plan assets at end of year | 2015-04-30 | $2,741,107 |
Total plan assets at beginning of year | 2015-04-30 | $2,479,372 |
Value of fidelity bond covering the plan | 2015-04-30 | $660,000 |
Total contributions received or receivable from participants | 2015-04-30 | $92,724 |
Expenses. Other expenses not covered elsewhere | 2015-04-30 | $0 |
Contributions received from other sources (not participants or employers) | 2015-04-30 | $149,503 |
Other income received | 2015-04-30 | $7,014 |
Noncash contributions received | 2015-04-30 | $0 |
Net income (gross income less expenses) | 2015-04-30 | $261,735 |
Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $2,741,107 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $2,479,372 |
Assets. Value of assets in partnership/joint-venture interests | 2015-04-30 | $166,179 |
Assets. Value of real-estate (other than employer real property) | 2015-04-30 | $126,041 |
Total contributions received or receivable from employer(s) | 2015-04-30 | $42,465 |
Value of certain deemed distributions of participant loans | 2015-04-30 | $0 |
Value of corrective distributions | 2015-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-04-30 | $4,971 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-04-30 | $0 |
2014 : LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-04-30 | $0 |
Total plan liabilities at beginning of year | 2014-04-30 | $0 |
Total income from all sources | 2014-04-30 | $381,764 |
Expenses. Total of all expenses incurred | 2014-04-30 | $26,937 |
Benefits paid (including direct rollovers) | 2014-04-30 | $22,500 |
Total plan assets at end of year | 2014-04-30 | $2,479,372 |
Total plan assets at beginning of year | 2014-04-30 | $2,124,545 |
Value of fidelity bond covering the plan | 2014-04-30 | $660,000 |
Total contributions received or receivable from participants | 2014-04-30 | $75,608 |
Expenses. Other expenses not covered elsewhere | 2014-04-30 | $0 |
Contributions received from other sources (not participants or employers) | 2014-04-30 | $0 |
Other income received | 2014-04-30 | $270,702 |
Noncash contributions received | 2014-04-30 | $0 |
Net income (gross income less expenses) | 2014-04-30 | $354,827 |
Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $2,479,372 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $2,124,545 |
Assets. Value of assets in partnership/joint-venture interests | 2014-04-30 | $49,166 |
Assets. Value of real-estate (other than employer real property) | 2014-04-30 | $126,356 |
Total contributions received or receivable from employer(s) | 2014-04-30 | $35,454 |
Value of certain deemed distributions of participant loans | 2014-04-30 | $0 |
Value of corrective distributions | 2014-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-04-30 | $4,437 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-04-30 | $0 |
2013 : LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-04-30 | $0 |
Total plan liabilities at end of year | 2013-04-30 | $0 |
Total plan liabilities at beginning of year | 2013-04-30 | $0 |
Total income from all sources | 2013-04-30 | $267,301 |
Expenses. Total of all expenses incurred | 2013-04-30 | $26,007 |
Benefits paid (including direct rollovers) | 2013-04-30 | $22,000 |
Total plan assets at end of year | 2013-04-30 | $2,124,545 |
Total plan assets at beginning of year | 2013-04-30 | $1,883,251 |
Value of fidelity bond covering the plan | 2013-04-30 | $660,000 |
Total contributions received or receivable from participants | 2013-04-30 | $71,523 |
Expenses. Other expenses not covered elsewhere | 2013-04-30 | $0 |
Contributions received from other sources (not participants or employers) | 2013-04-30 | $0 |
Other income received | 2013-04-30 | $165,972 |
Noncash contributions received | 2013-04-30 | $0 |
Net income (gross income less expenses) | 2013-04-30 | $241,294 |
Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $2,124,545 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $1,883,251 |
Assets. Value of assets in partnership/joint-venture interests | 2013-04-30 | $48,166 |
Assets. Value of real-estate (other than employer real property) | 2013-04-30 | $128,450 |
Total contributions received or receivable from employer(s) | 2013-04-30 | $29,806 |
Value of certain deemed distributions of participant loans | 2013-04-30 | $0 |
Value of corrective distributions | 2013-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-04-30 | $4,007 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-04-30 | $0 |
2012 : LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-04-30 | $0 |
Total plan liabilities at beginning of year | 2012-04-30 | $0 |
Total income from all sources | 2012-04-30 | $-274,255 |
Expenses. Total of all expenses incurred | 2012-04-30 | $604,783 |
Benefits paid (including direct rollovers) | 2012-04-30 | $596,725 |
Total plan assets at end of year | 2012-04-30 | $1,883,251 |
Total plan assets at beginning of year | 2012-04-30 | $2,762,289 |
Value of fidelity bond covering the plan | 2012-04-30 | $660,000 |
Total contributions received or receivable from participants | 2012-04-30 | $45,383 |
Expenses. Other expenses not covered elsewhere | 2012-04-30 | $0 |
Contributions received from other sources (not participants or employers) | 2012-04-30 | $0 |
Other income received | 2012-04-30 | $-335,868 |
Noncash contributions received | 2012-04-30 | $0 |
Net income (gross income less expenses) | 2012-04-30 | $-879,038 |
Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $1,883,251 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $2,762,289 |
Assets. Value of assets in partnership/joint-venture interests | 2012-04-30 | $73,534 |
Assets. Value of real-estate (other than employer real property) | 2012-04-30 | $130,689 |
Total contributions received or receivable from employer(s) | 2012-04-30 | $16,230 |
Value of certain deemed distributions of participant loans | 2012-04-30 | $0 |
Value of corrective distributions | 2012-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-04-30 | $8,058 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-04-30 | $0 |
2011 : LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-04-30 | $0 |
Total plan liabilities at beginning of year | 2011-04-30 | $0 |
Total income from all sources | 2011-04-30 | $297,637 |
Expenses. Total of all expenses incurred | 2011-04-30 | $3,558 |
Benefits paid (including direct rollovers) | 2011-04-30 | $0 |
Total plan assets at end of year | 2011-04-30 | $2,762,289 |
Total plan assets at beginning of year | 2011-04-30 | $2,468,210 |
Value of fidelity bond covering the plan | 2011-04-30 | $660,000 |
Total contributions received or receivable from participants | 2011-04-30 | $43,052 |
Assets. Value of loans (other than to participants) | 2011-04-30 | $172,021 |
Expenses. Other expenses not covered elsewhere | 2011-04-30 | $0 |
Contributions received from other sources (not participants or employers) | 2011-04-30 | $440 |
Other income received | 2011-04-30 | $237,013 |
Noncash contributions received | 2011-04-30 | $0 |
Net income (gross income less expenses) | 2011-04-30 | $294,079 |
Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $2,762,289 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $2,468,210 |
Assets. Value of assets in partnership/joint-venture interests | 2011-04-30 | $484,026 |
Total contributions received or receivable from employer(s) | 2011-04-30 | $17,132 |
Value of certain deemed distributions of participant loans | 2011-04-30 | $0 |
Value of corrective distributions | 2011-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-04-30 | $3,558 |
2021: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-05-01 | Type of plan entity | Single employer plan |
2021-05-01 | Submission has been amended | No |
2021-05-01 | This submission is the final filing | No |
2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-05-01 | Plan is a collectively bargained plan | No |
2021-05-01 | Plan funding arrangement – Trust | Yes |
2021-05-01 | Plan benefit arrangement - Trust | Yes |
2020: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-05-01 | Type of plan entity | Single employer plan |
2020-05-01 | Submission has been amended | No |
2020-05-01 | This submission is the final filing | No |
2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-05-01 | Plan is a collectively bargained plan | No |
2020-05-01 | Plan funding arrangement – Trust | Yes |
2020-05-01 | Plan benefit arrangement - Trust | Yes |
2019: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-05-01 | Type of plan entity | Single employer plan |
2019-05-01 | Submission has been amended | No |
2019-05-01 | This submission is the final filing | No |
2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-05-01 | Plan is a collectively bargained plan | No |
2019-05-01 | Plan funding arrangement – Trust | Yes |
2019-05-01 | Plan benefit arrangement - Trust | Yes |
2018: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-05-01 | Type of plan entity | Single employer plan |
2018-05-01 | Submission has been amended | No |
2018-05-01 | This submission is the final filing | No |
2018-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-05-01 | Plan is a collectively bargained plan | No |
2018-05-01 | Plan funding arrangement – Trust | Yes |
2018-05-01 | Plan benefit arrangement - Trust | Yes |
2017: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-05-01 | Type of plan entity | Single employer plan |
2017-05-01 | Submission has been amended | No |
2017-05-01 | This submission is the final filing | No |
2017-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-05-01 | Plan is a collectively bargained plan | No |
2017-05-01 | Plan funding arrangement – Trust | Yes |
2017-05-01 | Plan benefit arrangement - Trust | Yes |
2016: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-05-01 | Type of plan entity | Single employer plan |
2016-05-01 | Submission has been amended | No |
2016-05-01 | This submission is the final filing | No |
2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-05-01 | Plan is a collectively bargained plan | No |
2016-05-01 | Plan funding arrangement – Trust | Yes |
2016-05-01 | Plan benefit arrangement - Trust | Yes |
2015: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-05-01 | Type of plan entity | Single employer plan |
2015-05-01 | Submission has been amended | No |
2015-05-01 | This submission is the final filing | No |
2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-05-01 | Plan is a collectively bargained plan | No |
2015-05-01 | Plan funding arrangement – Trust | Yes |
2015-05-01 | Plan benefit arrangement - Trust | Yes |
2014: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-05-01 | Type of plan entity | Single employer plan |
2014-05-01 | Submission has been amended | No |
2014-05-01 | This submission is the final filing | No |
2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-05-01 | Plan is a collectively bargained plan | No |
2014-05-01 | Plan funding arrangement – Trust | Yes |
2014-05-01 | Plan benefit arrangement - Trust | Yes |
2013: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-05-01 | Type of plan entity | Single employer plan |
2013-05-01 | Submission has been amended | No |
2013-05-01 | This submission is the final filing | No |
2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-05-01 | Plan is a collectively bargained plan | No |
2013-05-01 | Plan funding arrangement – Trust | Yes |
2013-05-01 | Plan benefit arrangement - Trust | Yes |
2012: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-05-01 | Type of plan entity | Single employer plan |
2012-05-01 | Submission has been amended | No |
2012-05-01 | This submission is the final filing | No |
2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-05-01 | Plan is a collectively bargained plan | No |
2012-05-01 | Plan funding arrangement – Trust | Yes |
2012-05-01 | Plan benefit arrangement - Trust | Yes |
2011: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-05-01 | Type of plan entity | Single employer plan |
2011-05-01 | Submission has been amended | No |
2011-05-01 | This submission is the final filing | No |
2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-05-01 | Plan is a collectively bargained plan | No |
2011-05-01 | Plan funding arrangement – Trust | Yes |
2011-05-01 | Plan benefit arrangement - Trust | Yes |
2010: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-05-01 | Type of plan entity | Single employer plan |
2010-05-01 | Submission has been amended | No |
2010-05-01 | This submission is the final filing | No |
2010-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-05-01 | Plan is a collectively bargained plan | No |
2010-05-01 | Plan funding arrangement – Trust | Yes |
2010-05-01 | Plan benefit arrangement - Trust | Yes |
2009: LEVY, SAPIN, KO & COMPANY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-05-01 | Type of plan entity | Single employer plan |
2009-05-01 | Submission has been amended | No |
2009-05-01 | This submission is the final filing | No |
2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-05-01 | Plan is a collectively bargained plan | No |
2009-05-01 | Plan funding arrangement – Trust | Yes |
2009-05-01 | Plan benefit arrangement - Trust | Yes |