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Plan Name | SOBUL, PRIMES & SCHENKEL, CPAS, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SOBUL, PRIMES & SCHENKEL, CPAS, A PROFESSIONAL CORP. |
Employer identification number (EIN): | 953661421 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | DAVID M. PRIMES | 2023-09-12 | ||
003 | 2021-01-01 | DAVID M. PRIMES | 2022-10-03 | ||
003 | 2020-01-01 | DAVID M. PRIMES | 2021-10-06 | ||
003 | 2019-01-01 | DAVID M. PRIMES | 2020-10-14 | ||
003 | 2018-01-01 | DAVID M. PRIMES | 2019-10-14 | ||
003 | 2018-01-01 | DAVID M. PRIMES | 2019-12-05 | ||
003 | 2017-01-01 | DAVID M. PRIMES | 2018-08-09 | ||
003 | 2016-01-01 | DAVID M. PRIMES | 2017-05-10 | ||
003 | 2015-01-01 | DAVID M. PRIMES | 2016-09-23 | ||
003 | 2015-01-01 | DAVID M. PRIMES | 2016-08-25 | ||
003 | 2014-01-01 | DAVID M. PRIMES | 2015-08-31 | ||
003 | 2013-01-01 | DAVID M. PRIMES | |||
003 | 2012-12-31 | DAVID M. PRIMES | 2013-08-08 |
Measure | Date | Value |
---|---|---|
2013: SOBUL, PRIMES & SCHENKEL, CPAS, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 25 |
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 | 2 |
Total of all active and inactive participants | 2013-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 27 |
Number of participants with account balances | 2013-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2013 : SOBUL, PRIMES & SCHENKEL, CPAS, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $584,369 |
Expenses. Total of all expenses incurred | 2013-12-31 | $47,917 |
Benefits paid (including direct rollovers) | 2013-12-31 | $39,802 |
Total plan assets at end of year | 2013-12-31 | $3,148,495 |
Total plan assets at beginning of year | 2013-12-31 | $2,612,043 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $112,156 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $399,719 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $536,452 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,148,495 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,612,043 |
Assets. Value of participant loans | 2013-12-31 | $25,874 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $72,494 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8,115 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2013: SOBUL, PRIMES & SCHENKEL, CPAS, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
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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 – 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 |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GA-828254 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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