STEVEN A. ISENSTEIN & ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN
401k plan membership statisitcs for STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN
Measure | Date | Value |
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2022: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1 |
Number of participants with account balances | 2022-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2018: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
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 | 1 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
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2022 : STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $0 |
Total plan assets at beginning of year | 2022-12-31 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
2018 : STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-19,546 |
Total plan assets at end of year | 2018-12-31 | $2,327,413 |
Total plan assets at beginning of year | 2018-12-31 | $2,346,959 |
Other income received | 2018-12-31 | $-70,421 |
Net income (gross income less expenses) | 2018-12-31 | $-19,546 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,327,413 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,346,959 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $18,010 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $50,875 |
2017 : STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $297,625 |
Total plan assets at end of year | 2017-12-31 | $2,346,959 |
Total plan assets at beginning of year | 2017-12-31 | $2,049,334 |
Other income received | 2017-12-31 | $247,050 |
Net income (gross income less expenses) | 2017-12-31 | $297,625 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,346,959 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,049,334 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $36,202 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $50,575 |
2016 : STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $227,341 |
Total plan assets at end of year | 2016-12-31 | $2,049,334 |
Total plan assets at beginning of year | 2016-12-31 | $1,821,993 |
Other income received | 2016-12-31 | $183,591 |
Net income (gross income less expenses) | 2016-12-31 | $227,341 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,049,334 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,821,993 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $47,429 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $43,750 |
2015 : STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-18,721 |
Total plan assets at end of year | 2015-12-31 | $1,821,993 |
Total plan assets at beginning of year | 2015-12-31 | $1,840,714 |
Other income received | 2015-12-31 | $-63,721 |
Net income (gross income less expenses) | 2015-12-31 | $-18,721 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,821,993 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,840,714 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $143,368 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $45,000 |
2014 : STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $183,409 |
Total plan assets at end of year | 2014-12-31 | $1,840,714 |
Total plan assets at beginning of year | 2014-12-31 | $1,657,305 |
Other income received | 2014-12-31 | $138,409 |
Net income (gross income less expenses) | 2014-12-31 | $183,409 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,840,714 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,657,305 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $254,997 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $45,000 |
2013 : STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $107,091 |
Total plan assets at end of year | 2013-12-31 | $1,657,305 |
Total plan assets at beginning of year | 2013-12-31 | $1,550,214 |
Other income received | 2013-12-31 | $57,091 |
Net income (gross income less expenses) | 2013-12-31 | $107,091 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,657,305 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,550,214 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $198,750 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $50,000 |
2012 : STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $187,483 |
Total plan assets at end of year | 2012-12-31 | $1,550,214 |
Total plan assets at beginning of year | 2012-12-31 | $1,362,731 |
Other income received | 2012-12-31 | $137,483 |
Net income (gross income less expenses) | 2012-12-31 | $187,483 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,550,214 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,362,731 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $239,461 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $50,000 |
2011 : STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $23,338 |
Total plan assets at end of year | 2011-12-31 | $1,362,731 |
Total plan assets at beginning of year | 2011-12-31 | $1,339,393 |
Other income received | 2011-12-31 | $-26,412 |
Net income (gross income less expenses) | 2011-12-31 | $23,338 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,362,731 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,339,393 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $247,498 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $49,750 |
2022: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2018: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |