Plan Name | SOLOMON AND SOLOMON, P.C. 401(K) AND PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SOLOMON AND SOLOMON, P.C. |
Employer identification number (EIN): | 141579081 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about SOLOMON AND SOLOMON, P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1976-01-02 |
Company Identification Number: | 388012 |
Legal Registered Office Address: |
1 COLUMBIA CIRCLE Albany ALBANY United States of America (USA) 12203 |
More information about SOLOMON AND SOLOMON, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | JULIE SOLOMON | 2024-07-11 | SOLOMON AND SOLOMON | 2024-07-11 |
002 | 2022-01-01 | JULIE SOLOMON | 2023-07-13 | JULIE SOLOMON | 2023-07-13 |
002 | 2021-01-01 | JULIE B. SOLOMON | 2022-06-15 | JULIE B. SOLOMON | 2022-06-15 |
002 | 2020-01-01 | JULIE B. SOLOMON | 2021-07-12 | ||
002 | 2019-01-01 | JULIE SOLOMON | 2020-07-24 | ||
002 | 2018-01-01 | JULIE B. SOLOMON | 2019-07-24 | JULIE B. SOLOMON | 2019-07-24 |
002 | 2017-01-01 | JULIE SOLOMON | 2018-10-08 | ||
002 | 2016-01-01 | SVETLANA ALBANESE | 2017-07-31 | ||
002 | 2015-01-01 | KELLY KOENIG | KELLY KOENIG | 2016-10-14 | |
002 | 2014-01-01 | VALERIE N SOLOMON | VALERIE N SOLOMON | 2015-10-06 | |
002 | 2013-01-01 | VALERIE N SOLOMON | |||
002 | 2012-01-01 | VALERIE SOLOMON | VALERIE SOLOMON | 2013-10-14 | |
002 | 2011-01-01 | VALERIE N. SOLOMON | VALERIE N. SOLOMON | 2012-07-30 | |
002 | 2009-01-01 | VALERIE N. SOLOMON | VALERIE N. SOLOMON | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2015: SOLOMON AND SOLOMON, P.C. 401(K) AND PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 67 |
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 | 16 |
Total of all active and inactive participants | 2015-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 83 |
Number of participants with account balances | 2015-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SOLOMON AND SOLOMON, P.C. 401(K) AND PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 58 |
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 | 19 |
Total of all active and inactive participants | 2014-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 77 |
Number of participants with account balances | 2014-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SOLOMON AND SOLOMON, P.C. 401(K) AND PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 62 |
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 | 10 |
Total of all active and inactive participants | 2013-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 72 |
Number of participants with account balances | 2013-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SOLOMON AND SOLOMON, P.C. 401(K) AND PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 69 |
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 | 13 |
Total of all active and inactive participants | 2012-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 82 |
Number of participants with account balances | 2012-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SOLOMON AND SOLOMON, P.C. 401(K) AND PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 98 |
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 | 49 |
Total of all active and inactive participants | 2011-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 147 |
Number of participants with account balances | 2011-01-01 | 110 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: SOLOMON AND SOLOMON, P.C. 401(K) AND PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 142 |
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 | 29 |
Total of all active and inactive participants | 2009-01-01 | 171 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 171 |
Number of participants with account balances | 2009-01-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : SOLOMON AND SOLOMON, P.C. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $11,224 |
Expenses. Total of all expenses incurred | 2015-12-31 | $92,323 |
Benefits paid (including direct rollovers) | 2015-12-31 | $91,982 |
Total plan assets at end of year | 2015-12-31 | $3,177,767 |
Total plan assets at beginning of year | 2015-12-31 | $3,258,866 |
Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $92,167 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $341 |
Other income received | 2015-12-31 | $-80,943 |
Net income (gross income less expenses) | 2015-12-31 | $-81,099 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,177,767 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,258,866 |
Assets. Value of participant loans | 2015-12-31 | $67,436 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : SOLOMON AND SOLOMON, P.C. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $321,449 |
Expenses. Total of all expenses incurred | 2014-12-31 | $224,439 |
Benefits paid (including direct rollovers) | 2014-12-31 | $211,184 |
Total plan assets at end of year | 2014-12-31 | $3,258,866 |
Total plan assets at beginning of year | 2014-12-31 | $3,161,856 |
Value of fidelity bond covering the plan | 2014-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $87,582 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $135 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $90,170 |
Other income received | 2014-12-31 | $143,672 |
Net income (gross income less expenses) | 2014-12-31 | $97,010 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,258,866 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,161,856 |
Assets. Value of participant loans | 2014-12-31 | $72,697 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $25 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $13,120 |
Value of corrective distributions | 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 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : SOLOMON AND SOLOMON, P.C. 401(K) AND PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $381,567 |
Expenses. Total of all expenses incurred | 2013-12-31 | $256,420 |
Benefits paid (including direct rollovers) | 2013-12-31 | $254,930 |
Total plan assets at end of year | 2013-12-31 | $3,161,856 |
Total plan assets at beginning of year | 2013-12-31 | $3,036,709 |
Total contributions received or receivable from participants | 2013-12-31 | $96,840 |
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 | $284,727 |
Net income (gross income less expenses) | 2013-12-31 | $125,147 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,161,856 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,036,709 |
Assets. Value of participant loans | 2013-12-31 | $37,647 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $1,490 |
Value of corrective distributions | 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 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : SOLOMON AND SOLOMON, P.C. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,587 |
Total income from all sources (including contributions) | 2012-12-31 | $409,905 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $165,788 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $132,498 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,265 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $114,939 |
Value of total assets at end of year | 2012-12-31 | $3,036,709 |
Value of total assets at beginning of year | 2012-12-31 | $2,795,179 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $32,025 |
Total interest from all sources | 2012-12-31 | $363 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $20,732 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $20,732 |
Administrative expenses professional fees incurred | 2012-12-31 | $27,196 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $114,939 |
Participant contributions at end of year | 2012-12-31 | $7,838 |
Participant contributions at beginning of year | 2012-12-31 | $13,676 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $98,573 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $2,587 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $249 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $244,117 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,036,709 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,792,592 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $4,829 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,680,730 |
Interest on participant loans | 2012-12-31 | $363 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,028,871 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,951 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,951 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $66,441 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $207,430 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $132,498 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | STULMAKER, KOHN & RICHARDSON, LLP |
Accountancy firm EIN | 2012-12-31 | 141743639 |
2011 : SOLOMON AND SOLOMON, P.C. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $2,587 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $13,207 |
Total income from all sources (including contributions) | 2011-12-31 | $92,745 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $334,335 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $288,286 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $101,620 |
Value of total assets at end of year | 2011-12-31 | $2,795,179 |
Value of total assets at beginning of year | 2011-12-31 | $3,047,389 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $46,049 |
Total interest from all sources | 2011-12-31 | $780 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $70,144 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $70,144 |
Administrative expenses professional fees incurred | 2011-12-31 | $34,775 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $101,620 |
Participant contributions at end of year | 2011-12-31 | $13,676 |
Participant contributions at beginning of year | 2011-12-31 | $21,740 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $98,573 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $68,534 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $2,587 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $13,207 |
Other income not declared elsewhere | 2011-12-31 | $1,541 |
Total non interest bearing cash at end of year | 2011-12-31 | $249 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $1,542 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-241,590 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,792,592 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,034,182 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $11,274 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,680,730 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,955,436 |
Interest on participant loans | 2011-12-31 | $780 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,951 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $137 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $137 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-81,340 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $288,286 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | STULMAKER, KOHN & RICHARDSON, LLP |
Accountancy firm EIN | 2011-12-31 | 141743636 |
2010 : SOLOMON AND SOLOMON, P.C. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $13,207 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $13,547 |
Total income from all sources (including contributions) | 2010-12-31 | $444,291 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $214,836 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $158,124 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $110,024 |
Value of total assets at end of year | 2010-12-31 | $3,047,389 |
Value of total assets at beginning of year | 2010-12-31 | $2,818,274 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $56,712 |
Total interest from all sources | 2010-12-31 | $801 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $73,841 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $73,841 |
Administrative expenses professional fees incurred | 2010-12-31 | $45,381 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $109,878 |
Participant contributions at end of year | 2010-12-31 | $21,740 |
Participant contributions at beginning of year | 2010-12-31 | $14,612 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $68,534 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $70,416 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $146 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $13,207 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $13,547 |
Other income not declared elsewhere | 2010-12-31 | $1,237 |
Total non interest bearing cash at end of year | 2010-12-31 | $1,542 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $1,200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $229,455 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,034,182 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,804,727 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $11,331 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,955,436 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,731,664 |
Interest on participant loans | 2010-12-31 | $801 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $137 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $382 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $382 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $258,388 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $158,124 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | STULMAKER, KOHN & RICHARDSON, LLP |
Accountancy firm EIN | 2010-12-31 | 141743636 |
2015: SOLOMON AND SOLOMON, P.C. 401(K) AND 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: SOLOMON AND SOLOMON, P.C. 401(K) AND 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: SOLOMON AND SOLOMON, P.C. 401(K) AND 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: SOLOMON AND SOLOMON, P.C. 401(K) AND 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 is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SOLOMON AND SOLOMON, P.C. 401(K) AND 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 is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SOLOMON AND SOLOMON, P.C. 401(K) AND 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 is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |