401k Plan data: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN plan

LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan. Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. has sponsored the creation of one or more 401k plans.

Company Name: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C.

Employer identification number (EIN): 133799948

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1994-01-04

Company Identification Number: 1784400

Legal Registered Office Address: 2 WESSONVILLE VILLAGE WAY
New York
WESTBOROUGH
United States of America (USA)
01581

More information about LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 SCOTT MARIN
001 2011-01-01 THOMAS MOVERMAN THOMAS MOVERMAN 2012-10-10
001 2009-01-01 THOMAS MOVERMAN THOMAS MOVERMAN 2010-10-17

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	SCOTT MARIN
001	2011-01-01	THOMAS MOVERMAN	THOMAS MOVERMAN	2012-10-10
001	2009-01-01	THOMAS MOVERMAN	THOMAS MOVERMAN	2010-10-17

Plan Statistics for LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2014: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
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 2
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 2
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
2009: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4

Measure	Date	Value
2014: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
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	2
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	2
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
2009: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4

Financial Data on LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2014 : LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
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	$1,116,701
Expenses. Total of all expenses incurred	2014-12-31	$1,341,626
Benefits paid (including direct rollovers)	2014-12-31	$1,265,468
Total plan assets at end of year	2014-12-31	$17,063,377
Total plan assets at beginning of year	2014-12-31	$17,288,302
Value of fidelity bond covering the plan	2014-12-31	$600,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$76,158
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$1,116,701
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-224,925
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$17,063,377
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$17,288,302
Assets. Value of assets in partnership/joint-venture interests	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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$2,804,990
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$17,288,302
Total plan assets at beginning of year	2013-12-31	$14,483,312
Value of fidelity bond covering the plan	2013-12-31	$600,000
Total contributions received or receivable from participants	2013-12-31	$0
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	$2,054,990
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$2,804,990
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$17,288,302
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$14,483,312
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$600,000
Total contributions received or receivable from employer(s)	2013-12-31	$750,000
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$1,268,797
Expenses. Total of all expenses incurred	2012-12-31	$22,000
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$14,483,312
Total plan assets at beginning of year	2012-12-31	$13,236,515
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$22,000
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$1,268,797
Net income (gross income less expenses)	2012-12-31	$1,246,797
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$14,483,312
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$13,236,515
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$600,000
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,020,757
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$13,236,515
Total plan assets at beginning of year	2011-12-31	$12,215,758
Other income received	2011-12-31	$-540,099
Net income (gross income less expenses)	2011-12-31	$1,020,757
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$13,236,515
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$12,215,758
Total contributions received or receivable from employer(s)	2011-12-31	$1,560,856
2010 : LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$2,733,983
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$12,215,758
Total plan assets at beginning of year	2010-12-31	$9,481,775
Other income received	2010-12-31	$1,461,496
Net income (gross income less expenses)	2010-12-31	$2,733,983
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$12,215,758
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$9,481,775
Total contributions received or receivable from employer(s)	2010-12-31	$1,272,487

Form 5500 Responses for LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION PLAN

2014: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION 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 – 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
2012: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C. DEFINED BENEFIT PENSION 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

NL240720

Policy instance

Insurance contract or identification number	NL240720
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

NL240720

Policy instance

Insurance contract or identification number	NL240720
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

NL240720

Policy instance

Insurance contract or identification number	NL240720
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $22,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LIPSIG, SHAPEY, MANUS & MOVERMAN, P.C.
Employer identification number (EIN):	133799948
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1994-01-04
Company Identification Number:	1784400
Legal Registered Office Address:	2 WESSONVILLE VILLAGE WAY New York WESTBOROUGH United States of America (USA) 01581