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Plan Name | BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BLAKELY SOKOLOFF TAYLOR AND ZAFMAN LLP |
Employer identification number (EIN): | 953720521 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about BLAKELY SOKOLOFF TAYLOR AND ZAFMAN LLP
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1999-08-05 |
Company Identification Number: | 601971994 |
Legal Registered Office Address: |
1000 SECOND AVE SEATTLE United States of America (USA) 981040000 |
More information about BLAKELY SOKOLOFF TAYLOR AND ZAFMAN LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2018-01-01 | ||||
004 | 2017-01-01 | BARBARA WILSON | |||
004 | 2016-01-01 | KEVIN PAUL | |||
004 | 2015-01-01 | KEVIN PAUL | |||
004 | 2014-01-01 | KEVIN PAUL | |||
004 | 2013-01-01 | KEVIN PAUL | |||
004 | 2012-01-01 | KEVIN PAUL | KEVIN PAUL | 2013-09-26 | |
004 | 2011-01-01 | KEVIN PAUL | |||
004 | 2010-01-01 | KEVIN PAUL | |||
004 | 2009-01-01 | KEVIN PAUL |
Measure | Date | Value |
---|---|---|
2018: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Number of participants with account balances | 2018-01-01 | 0 |
2017: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 36 |
Total of all active and inactive participants | 2017-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 45 |
Number of participants with account balances | 2017-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 31 |
Total of all active and inactive participants | 2016-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 55 |
Number of participants with account balances | 2016-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 33 |
Total of all active and inactive participants | 2015-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 52 |
Number of participants with account balances | 2015-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 29 |
Total of all active and inactive participants | 2014-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 61 |
Number of participants with account balances | 2014-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 32 |
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 | 31 |
Total of all active and inactive participants | 2013-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 63 |
Number of participants with account balances | 2013-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 35 |
Total of all active and inactive participants | 2012-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 75 |
Number of participants with account balances | 2012-01-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 38 |
Total of all active and inactive participants | 2011-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 79 |
Number of participants with account balances | 2011-01-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 43 |
Total of all active and inactive participants | 2010-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 79 |
Number of participants with account balances | 2010-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 47 |
Total of all active and inactive participants | 2009-01-01 | 103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 103 |
Number of participants with account balances | 2009-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2018 : BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-21 | $0 |
Total plan liabilities at end of year | 2018-12-21 | $0 |
Total plan liabilities at beginning of year | 2018-12-21 | $0 |
Total income from all sources | 2018-12-21 | $223,710 |
Expenses. Total of all expenses incurred | 2018-12-21 | $5,548,471 |
Benefits paid (including direct rollovers) | 2018-12-21 | $5,546,892 |
Total plan assets at end of year | 2018-12-21 | $0 |
Total plan assets at beginning of year | 2018-12-21 | $5,324,761 |
Value of fidelity bond covering the plan | 2018-12-21 | $500,000 |
Total contributions received or receivable from participants | 2018-12-21 | $5,664 |
Expenses. Other expenses not covered elsewhere | 2018-12-21 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-21 | $0 |
Other income received | 2018-12-21 | $218,046 |
Noncash contributions received | 2018-12-21 | $0 |
Net income (gross income less expenses) | 2018-12-21 | $-5,324,761 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-21 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-21 | $5,324,761 |
Assets. Value of participant loans | 2018-12-21 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-21 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-21 | $0 |
Value of corrective distributions | 2018-12-21 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-21 | $1,579 |
2017 : BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,213,035 |
Expenses. Total of all expenses incurred | 2017-12-31 | $167,785 |
Benefits paid (including direct rollovers) | 2017-12-31 | $167,760 |
Total plan assets at end of year | 2017-12-31 | $5,324,761 |
Total plan assets at beginning of year | 2017-12-31 | $4,279,511 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $229,941 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $983,094 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,045,250 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,324,761 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,279,511 |
Assets. Value of participant loans | 2017-12-31 | $22,717 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $25 |
2016 : BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $-509,440 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $547,533 |
Expenses. Total of all expenses incurred | 2016-12-31 | $659,399 |
Benefits paid (including direct rollovers) | 2016-12-31 | $659,249 |
Total plan assets at end of year | 2016-12-31 | $4,279,511 |
Total plan assets at beginning of year | 2016-12-31 | $4,900,817 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $212,544 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $109,561 |
Other income received | 2016-12-31 | $225,428 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-111,866 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,279,511 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,900,817 |
Assets. Value of participant loans | 2016-12-31 | $64,778 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $150 |
2015 : BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $-498,589 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $290,225 |
Expenses. Total of all expenses incurred | 2015-12-31 | $557,428 |
Benefits paid (including direct rollovers) | 2015-12-31 | $556,903 |
Total plan assets at end of year | 2015-12-31 | $4,900,817 |
Total plan assets at beginning of year | 2015-12-31 | $5,666,609 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $286,586 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $3,639 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-267,203 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,900,817 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,666,609 |
Assets. Value of participant loans | 2015-12-31 | $57,444 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $525 |
2014 : BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $-153,290 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $930,417 |
Expenses. Total of all expenses incurred | 2014-12-31 | $119,330 |
Benefits paid (including direct rollovers) | 2014-12-31 | $119,305 |
Total plan assets at end of year | 2014-12-31 | $5,666,609 |
Total plan assets at beginning of year | 2014-12-31 | $5,008,812 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $422,828 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $9 |
Other income received | 2014-12-31 | $507,580 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $811,087 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,666,609 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,008,812 |
Assets. Value of participant loans | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $25 |
2013 : BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $-328,628 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,439,621 |
Expenses. Total of all expenses incurred | 2013-12-31 | $288,541 |
Benefits paid (including direct rollovers) | 2013-12-31 | $288,336 |
Total plan assets at end of year | 2013-12-31 | $5,008,812 |
Total plan assets at beginning of year | 2013-12-31 | $4,186,360 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $463,245 |
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 | $975,376 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $1,151,080 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,008,812 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,186,360 |
Assets. Value of participant loans | 2013-12-31 | $4,522 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $144 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $1,000 |
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 | $205 |
2012 : BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $906,911 |
Expenses. Total of all expenses incurred | 2012-12-31 | $184,959 |
Benefits paid (including direct rollovers) | 2012-12-31 | $184,834 |
Total plan assets at end of year | 2012-12-31 | $4,186,360 |
Total plan assets at beginning of year | 2012-12-31 | $3,464,408 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $370,765 |
Other income received | 2012-12-31 | $534,546 |
Net income (gross income less expenses) | 2012-12-31 | $721,952 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,186,360 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,464,408 |
Assets. Value of participant loans | 2012-12-31 | $386 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $144 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $1,600 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $125 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $541,906 |
Expenses. Total of all expenses incurred | 2011-12-31 | $505,848 |
Benefits paid (including direct rollovers) | 2011-12-31 | $505,647 |
Total plan assets at end of year | 2011-12-31 | $3,464,408 |
Total plan assets at beginning of year | 2011-12-31 | $3,428,350 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $369,745 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $190,776 |
Other income received | 2011-12-31 | $-18,615 |
Net income (gross income less expenses) | 2011-12-31 | $36,058 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,464,408 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,428,350 |
Assets. Value of participant loans | 2011-12-31 | $11,163 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $201 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $-167,753 |
Total income from all sources | 2010-12-31 | $846,884 |
Expenses. Total of all expenses incurred | 2010-12-31 | $328,772 |
Benefits paid (including direct rollovers) | 2010-12-31 | $328,497 |
Total plan assets at end of year | 2010-12-31 | $3,428,350 |
Total plan assets at beginning of year | 2010-12-31 | $3,077,991 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $401,009 |
Other income received | 2010-12-31 | $445,875 |
Net income (gross income less expenses) | 2010-12-31 | $518,112 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,428,350 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,077,991 |
Assets. Value of participant loans | 2010-12-31 | $28,722 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $275 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2018: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | Yes |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2013 form 5500 responses | ||
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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN, LLP ASSOCIATES CASH OR DEFERRED PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |