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PEITZMAN WEG LLP RETIREMENT PLAN 401k Plan overview

Plan NamePEITZMAN WEG LLP RETIREMENT PLAN
Plan identification number 004

PEITZMAN WEG LLP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PEITZMAN WEG LLP has sponsored the creation of one or more 401k plans.

Company Name:PEITZMAN WEG LLP
Employer identification number (EIN):954723228
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEITZMAN WEG LLP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042016-01-01JACQUELYN HERNANDEZ
0042015-01-01JACQUELYN HERNANDEZ
0042014-01-01HOWARD WEG
0042013-01-01JACQUELYN HERNANDEZ
0042012-01-01FERN LEE
0042011-01-01FERN LEE
0042010-01-01HOWARD WEG
0042009-01-01HOWARD WEG

Plan Statistics for PEITZMAN WEG LLP RETIREMENT PLAN

401k plan membership statisitcs for PEITZMAN WEG LLP RETIREMENT PLAN

Measure Date Value
2016
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
2015
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014
Total participants, beginning-of-year2014-01-0122
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0113
Number of participants with account balances2014-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0122
Number of participants with account balances2013-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0125
Number of participants with account balances2012-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011
Total participants, beginning-of-year2011-01-0118
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0121
Number of participants with account balances2011-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010
Total participants, beginning-of-year2010-01-0115
Total number of active participants reported on line 7a of the Form 55002010-01-0116
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0118
Number of participants with account balances2010-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0115
Number of participants with account balances2009-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on PEITZMAN WEG LLP RETIREMENT PLAN

Measure Date Value
2016
Transfers to/from the plan2016-12-06$0
Total plan liabilities at end of year2016-12-06$0
Total plan liabilities at beginning of year2016-12-06$0
Total income from all sources2016-12-06$143,726
Expenses. Total of all expenses incurred2016-12-06$3,620,885
Benefits paid (including direct rollovers)2016-12-06$3,619,994
Total plan assets at end of year2016-12-06$0
Total plan assets at beginning of year2016-12-06$3,477,159
Value of fidelity bond covering the plan2016-12-06$400,000
Total contributions received or receivable from participants2016-12-06$0
Expenses. Other expenses not covered elsewhere2016-12-06$0
Contributions received from other sources (not participants or employers)2016-12-06$0
Other income received2016-12-06$143,726
Noncash contributions received2016-12-06$0
Net income (gross income less expenses)2016-12-06$-3,477,159
Net plan assets at end of year (total assets less liabilities)2016-12-06$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-06$3,477,159
Total contributions received or receivable from employer(s)2016-12-06$0
Value of certain deemed distributions of participant loans2016-12-06$0
Value of corrective distributions2016-12-06$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-06$891
2015
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$79,958
Expenses. Total of all expenses incurred2015-12-31$59,360
Benefits paid (including direct rollovers)2015-12-31$53,860
Total plan assets at end of year2015-12-31$3,477,159
Total plan assets at beginning of year2015-12-31$3,456,561
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$14,831
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$20,598
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,477,159
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,456,561
Total contributions received or receivable from employer(s)2015-12-31$65,127
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,500
2014
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$605,698
Expenses. Total of all expenses incurred2014-12-31$290,339
Benefits paid (including direct rollovers)2014-12-31$283,299
Total plan assets at end of year2014-12-31$3,456,561
Total plan assets at beginning of year2014-12-31$3,141,202
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$60,210
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$255,072
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$315,359
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,456,561
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,141,202
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$290,416
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$1,465
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,575
2013
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$884,042
Expenses. Total of all expenses incurred2013-12-31$1,281,761
Benefits paid (including direct rollovers)2013-12-31$1,277,252
Total plan assets at end of year2013-12-31$3,141,202
Total plan assets at beginning of year2013-12-31$3,538,921
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$82,192
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$532,468
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-397,719
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,141,202
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,538,921
Assets. Value of participant loans2013-12-31$671
Total contributions received or receivable from employer(s)2013-12-31$269,382
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,509
2012
Total income from all sources2012-12-31$427,554
Expenses. Total of all expenses incurred2012-12-31$31,058
Benefits paid (including direct rollovers)2012-12-31$27,319
Total plan assets at end of year2012-12-31$3,538,921
Total plan assets at beginning of year2012-12-31$3,142,425
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$58,362
Contributions received from other sources (not participants or employers)2012-12-31$478
Other income received2012-12-31$312,746
Net income (gross income less expenses)2012-12-31$396,496
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,538,921
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,142,425
Total contributions received or receivable from employer(s)2012-12-31$55,968
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,739
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011
Total income from all sources2011-12-31$259,355
Expenses. Total of all expenses incurred2011-12-31$1,625
Total plan assets at end of year2011-12-31$3,142,425
Total plan assets at beginning of year2011-12-31$2,884,695
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$39,925
Other income received2011-12-31$-61,964
Net income (gross income less expenses)2011-12-31$257,730
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,142,425
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,884,695
Total contributions received or receivable from employer(s)2011-12-31$281,394
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,625
2010
Total income from all sources2010-12-31$613,616
Expenses. Total of all expenses incurred2010-12-31$3,520
Benefits paid (including direct rollovers)2010-12-31$3,520
Total plan assets at end of year2010-12-31$2,884,695
Total plan assets at beginning of year2010-12-31$2,274,599
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$29,275
Other income received2010-12-31$261,082
Net income (gross income less expenses)2010-12-31$610,096
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,884,695
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,274,599
Total contributions received or receivable from employer(s)2010-12-31$323,259
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses

2016
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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