Plan Name | EDELMAN & EDELMAN, P.C. DEFINED BENEFIT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | EDELMAN & EDELMAN, P.C. |
Employer identification number (EIN): | 112374101 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about EDELMAN & EDELMAN, P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1975-12-23 |
Company Identification Number: | 387292 |
Legal Registered Office Address: |
61 BROADWAY STE 2220 NEW YORK United States of America (USA) 10006 |
More information about EDELMAN & EDELMAN, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-12-01 | ||||
001 | 2020-12-01 | ROGER AYUB | 2022-06-27 | ROGER AYUB | 2022-06-27 |
001 | 2019-12-01 | ROGER AYUB | 2021-09-15 | ROGER AYUB | 2021-09-15 |
001 | 2018-12-01 | ROGER AYUB | 2020-07-30 | ROGER AYUB | 2020-07-30 |
001 | 2017-12-01 | ROGER AYUB | 2019-03-15 | ROGER AYUB | 2019-03-15 |
001 | 2016-12-01 | ROGER AYUB | 2018-07-02 | ROGER AYUB | 2018-07-02 |
001 | 2015-12-01 | ROGER AYUB | 2018-01-12 | ROGER AYUB | 2018-01-12 |
001 | 2015-12-01 | ROGER AYUB | 2017-09-11 | ROGER AYUB | 2017-09-11 |
001 | 2014-12-01 | ROGER AYUB | 2016-09-14 | ROGER AYUB | 2016-09-14 |
001 | 2013-12-01 | ROGER AYUB | 2015-09-15 | ROGER AYUB | 2015-09-15 |
001 | 2012-12-01 | ROGER AYUB | 2015-01-12 | ROGER AYUB | 2015-01-12 |
001 | 2011-12-01 | MARTIN EDELMAN | 2013-09-13 | MARTIN EDELMAN | 2013-09-13 |
001 | 2010-12-01 | ROGER AYUB | 2012-09-12 | ROGER AYUB | 2012-09-12 |
001 | 2008-12-01 |
Measure | Date | Value |
---|---|---|
2023: EDELMAN & EDELMAN, P.C. DEFINED BENEFIT PLAN 2023 401k membership | ||
Market value of plan assets | 2023-11-30 | 902,071 |
Acturial value of plan assets | 2023-11-30 | 902,071 |
Funding target for retired participants and beneficiaries receiving payment | 2023-11-30 | 0 |
Number of terminated vested participants | 2023-11-30 | 0 |
Fundng target for terminated vested participants | 2023-11-30 | 0 |
Active participant vested funding target | 2023-11-30 | 1,019,703 |
Number of active participants | 2023-11-30 | 11 |
Total funding liabilities for active participants | 2023-11-30 | 1,019,703 |
Total participant count | 2023-11-30 | 11 |
Total funding target for all participants | 2023-11-30 | 1,019,703 |
Balance at beginning of prior year after applicable adjustments | 2023-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-11-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-11-30 | 0 |
Amount remaining of carryover balance | 2023-11-30 | 0 |
Amount remaining of prefunding balance | 2023-11-30 | 0 |
Present value of excess contributions | 2023-11-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-11-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-11-30 | 0 |
Balance of carryovers at beginning of current year | 2023-11-30 | 0 |
Balance of prefunding at beginning of current year | 2023-11-30 | 0 |
Total employer contributions | 2023-11-30 | 200,000 |
Total employee contributions | 2023-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-11-30 | 188,358 |
Unpaid minimum required contributions for all prior years | 2023-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2023-11-30 | 60,934 |
Net shortfall amortization installment of oustanding balance | 2023-11-30 | 117,632 |
Waiver amortization installment | 2023-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-11-30 | 71,805 |
Carryover balance elected to use to offset funding requirement | 2023-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-11-30 | 0 |
Additional cash requirement | 2023-11-30 | 71,805 |
Contributions allocatedtoward minimum required contributions for current year | 2023-11-30 | 188,358 |
Unpaid minimum required contributions for current year | 2023-11-30 | 0 |
Unpaid minimum required contributions for all years | 2023-11-30 | 0 |
2021: EDELMAN & EDELMAN, P.C. DEFINED BENEFIT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-11-30 | 981,682 |
Acturial value of plan assets | 2021-11-30 | 981,682 |
Funding target for retired participants and beneficiaries receiving payment | 2021-11-30 | 0 |
Number of terminated vested participants | 2021-11-30 | 0 |
Fundng target for terminated vested participants | 2021-11-30 | 0 |
Active participant vested funding target | 2021-11-30 | 903,353 |
Number of active participants | 2021-11-30 | 13 |
Total funding liabilities for active participants | 2021-11-30 | 903,353 |
Total participant count | 2021-11-30 | 13 |
Total funding target for all participants | 2021-11-30 | 903,353 |
Balance at beginning of prior year after applicable adjustments | 2021-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-11-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-11-30 | 0 |
Amount remaining of carryover balance | 2021-11-30 | 0 |
Amount remaining of prefunding balance | 2021-11-30 | 0 |
Present value of excess contributions | 2021-11-30 | 8,525 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-11-30 | 8,976 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-11-30 | 0 |
Balance of carryovers at beginning of current year | 2021-11-30 | 0 |
Balance of prefunding at beginning of current year | 2021-11-30 | 0 |
Total employer contributions | 2021-11-30 | 0 |
Total employee contributions | 2021-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-11-30 | 0 |
Liquidity shortfalls end of Q1 | 2021-11-30 | 0 |
Liquidity shortfalls end of Q2 | 2021-11-30 | 0 |
Liquidity shortfalls end of Q3 | 2021-11-30 | 0 |
Liquidity shortfalls end of Q4 | 2021-11-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-11-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-11-30 | 0 |
Waiver amortization installment | 2021-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-11-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-11-30 | 0 |
Additional cash requirement | 2021-11-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-11-30 | 0 |
Unpaid minimum required contributions for current year | 2021-11-30 | 0 |
Unpaid minimum required contributions for all years | 2021-11-30 | 0 |
2020: EDELMAN & EDELMAN, P.C. DEFINED BENEFIT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-11-30 | 972,706 |
Acturial value of plan assets | 2020-11-30 | 972,706 |
Funding target for retired participants and beneficiaries receiving payment | 2020-11-30 | 0 |
Number of terminated vested participants | 2020-11-30 | 0 |
Fundng target for terminated vested participants | 2020-11-30 | 0 |
Active participant vested funding target | 2020-11-30 | 1,025,105 |
Number of active participants | 2020-11-30 | 12 |
Total funding liabilities for active participants | 2020-11-30 | 1,025,105 |
Total participant count | 2020-11-30 | 12 |
Total funding target for all participants | 2020-11-30 | 1,025,105 |
Balance at beginning of prior year after applicable adjustments | 2020-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-11-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-11-30 | 0 |
Amount remaining of carryover balance | 2020-11-30 | 0 |
Amount remaining of prefunding balance | 2020-11-30 | 0 |
Present value of excess contributions | 2020-11-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-11-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-11-30 | 0 |
Balance of carryovers at beginning of current year | 2020-11-30 | 0 |
Balance of prefunding at beginning of current year | 2020-11-30 | 0 |
Total employer contributions | 2020-11-30 | 9,300 |
Total employee contributions | 2020-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-11-30 | 8,525 |
Unpaid minimum required contributions for all prior years | 2020-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-11-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-11-30 | 52,399 |
Waiver amortization installment | 2020-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-11-30 | 8,514 |
Carryover balance elected to use to offset funding requirement | 2020-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-11-30 | 0 |
Additional cash requirement | 2020-11-30 | 8,514 |
Contributions allocatedtoward minimum required contributions for current year | 2020-11-30 | 8,525 |
Unpaid minimum required contributions for current year | 2020-11-30 | 0 |
Unpaid minimum required contributions for all years | 2020-11-30 | 0 |
2019: EDELMAN & EDELMAN, P.C. DEFINED BENEFIT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-11-30 | 988,520 |
Acturial value of plan assets | 2019-11-30 | 988,520 |
Funding target for retired participants and beneficiaries receiving payment | 2019-11-30 | 0 |
Number of terminated vested participants | 2019-11-30 | 0 |
Fundng target for terminated vested participants | 2019-11-30 | 0 |
Active participant vested funding target | 2019-11-30 | 964,623 |
Number of active participants | 2019-11-30 | 12 |
Total funding liabilities for active participants | 2019-11-30 | 964,623 |
Total participant count | 2019-11-30 | 12 |
Total funding target for all participants | 2019-11-30 | 964,623 |
Balance at beginning of prior year after applicable adjustments | 2019-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-11-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-11-30 | 0 |
Amount remaining of carryover balance | 2019-11-30 | 0 |
Amount remaining of prefunding balance | 2019-11-30 | 0 |
Present value of excess contributions | 2019-11-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-11-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-11-30 | 0 |
Balance of carryovers at beginning of current year | 2019-11-30 | 0 |
Balance of prefunding at beginning of current year | 2019-11-30 | 0 |
Total employer contributions | 2019-11-30 | 0 |
Total employee contributions | 2019-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-11-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-11-30 | 14,814 |
Net shortfall amortization installment of oustanding balance | 2019-11-30 | 0 |
Waiver amortization installment | 2019-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-11-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-11-30 | 0 |
Additional cash requirement | 2019-11-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-11-30 | 0 |
Unpaid minimum required contributions for current year | 2019-11-30 | 0 |
Unpaid minimum required contributions for all years | 2019-11-30 | 0 |
2018: EDELMAN & EDELMAN, P.C. DEFINED BENEFIT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-11-30 | 972,707 |
Acturial value of plan assets | 2018-11-30 | 972,707 |
Funding target for retired participants and beneficiaries receiving payment | 2018-11-30 | 0 |
Number of terminated vested participants | 2018-11-30 | 0 |
Fundng target for terminated vested participants | 2018-11-30 | 0 |
Active participant vested funding target | 2018-11-30 | 850,512 |
Number of active participants | 2018-11-30 | 12 |
Total funding liabilities for active participants | 2018-11-30 | 850,512 |
Total participant count | 2018-11-30 | 12 |
Total funding target for all participants | 2018-11-30 | 850,512 |
Balance at beginning of prior year after applicable adjustments | 2018-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-11-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-11-30 | 0 |
Amount remaining of carryover balance | 2018-11-30 | 0 |
Amount remaining of prefunding balance | 2018-11-30 | 0 |
Present value of excess contributions | 2018-11-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-11-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-11-30 | 0 |
Balance of carryovers at beginning of current year | 2018-11-30 | 0 |
Balance of prefunding at beginning of current year | 2018-11-30 | 0 |
Total employer contributions | 2018-11-30 | 0 |
Total employee contributions | 2018-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-11-30 | 0 |
Liquidity shortfalls end of Q1 | 2018-11-30 | 0 |
Liquidity shortfalls end of Q2 | 2018-11-30 | 0 |
Liquidity shortfalls end of Q3 | 2018-11-30 | 0 |
Liquidity shortfalls end of Q4 | 2018-11-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-11-30 | 5,817 |
Net shortfall amortization installment of oustanding balance | 2018-11-30 | 0 |
Waiver amortization installment | 2018-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-11-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-11-30 | 0 |
Additional cash requirement | 2018-11-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-11-30 | 0 |
Unpaid minimum required contributions for current year | 2018-11-30 | 0 |
Unpaid minimum required contributions for all years | 2018-11-30 | 0 |
2017: EDELMAN & EDELMAN, P.C. DEFINED BENEFIT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-11-30 | 965,966 |
Acturial value of plan assets | 2017-11-30 | 965,966 |
Funding target for retired participants and beneficiaries receiving payment | 2017-11-30 | 0 |
Number of terminated vested participants | 2017-11-30 | 0 |
Fundng target for terminated vested participants | 2017-11-30 | 0 |
Active participant vested funding target | 2017-11-30 | 950,007 |
Number of active participants | 2017-11-30 | 12 |
Total funding liabilities for active participants | 2017-11-30 | 950,007 |
Total participant count | 2017-11-30 | 12 |
Total funding target for all participants | 2017-11-30 | 950,007 |
Balance at beginning of prior year after applicable adjustments | 2017-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-11-30 | 16,147 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-11-30 | 0 |
Amount remaining of carryover balance | 2017-11-30 | 0 |
Amount remaining of prefunding balance | 2017-11-30 | 16,147 |
Present value of excess contributions | 2017-11-30 | 202,230 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-11-30 | 212,281 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-11-30 | 16,535 |
Balance of carryovers at beginning of current year | 2017-11-30 | 0 |
Balance of prefunding at beginning of current year | 2017-11-30 | 0 |
Total employer contributions | 2017-11-30 | 0 |
Total employee contributions | 2017-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-11-30 | 0 |
Liquidity shortfalls end of Q1 | 2017-11-30 | 0 |
Liquidity shortfalls end of Q2 | 2017-11-30 | 0 |
Liquidity shortfalls end of Q3 | 2017-11-30 | 0 |
Liquidity shortfalls end of Q4 | 2017-11-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-11-30 | 9,110 |
Net shortfall amortization installment of oustanding balance | 2017-11-30 | 0 |
Waiver amortization installment | 2017-11-30 | 0 |
Waived amount of outstanding balance | 2017-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-11-30 | 0 |
Additional cash requirement | 2017-11-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-11-30 | 0 |
Unpaid minimum required contributions for current year | 2017-11-30 | 0 |
Unpaid minimum required contributions for all years | 2017-11-30 | 0 |
2008: EDELMAN & EDELMAN, P.C. DEFINED BENEFIT PLAN 2008 form 5500 responses | ||
---|---|---|
2008-12-01 | Type of plan entity | Single employer plan |
2008-12-01 | Submission has been amended | No |
2008-12-01 | This submission is the final filing | No |
2008-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-12-01 | Plan is a collectively bargained plan | No |