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STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 401k Plan overview

Plan NameSTEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN
Plan identification number 002

STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

STEVEN A. ISENSTEIN & ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.

Company Name:STEVEN A. ISENSTEIN & ASSOCIATES, LTD.
Employer identification number (EIN):363994867
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022019-01-01STEVEN A. ISENSTEIN, CPA2020-10-20 STEVEN A. ISENSTEIN, CPA2020-10-20
0022018-01-01STEVEN A. ISENSTEIN, CPA STEVEN A. ISENSTEIN, CPA2019-07-17
0022017-01-01STEVEN A. ISENSTEIN, CPA STEVEN A. ISENSTEIN, CPA2018-07-20
0022016-01-01STEVEN A. ISENSTEIN, CPA STEVEN A. ISENSTEIN, CPA2017-06-15
0022015-01-01STEVEN A. ISENSTEIN, CPA STEVEN A. ISENSTEIN, CPA2016-05-09
0022014-01-01STEVEN A. ISENSTEIN, CPA STEVEN A. ISENSTEIN, CPA2015-05-18
0022013-01-01STEVEN A. ISENSTEIN, CPA STEVEN A. ISENSTEIN, CPA2014-05-16
0022012-01-01STEVEN A. ISENSTEIN, CPA STEVEN A. ISENSTEIN, CPA2013-05-22
0022011-01-01STEVEN A. ISENSTEIN, CPA
0022010-01-01STEVEN A. ISENSTEIN, CPA2011-05-31

Plan Statistics for STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN

401k plan membership statisitcs for STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN

Measure Date Value
2022: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2018: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN

Measure Date Value
2022 : STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$0
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$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$0
2018 : STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-19,546
Total plan assets at end of year2018-12-31$2,327,413
Total plan assets at beginning of year2018-12-31$2,346,959
Other income received2018-12-31$-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 interests2018-12-31$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
Total income from all sources2017-12-31$297,625
Total plan assets at end of year2017-12-31$2,346,959
Total plan assets at beginning of year2017-12-31$2,049,334
Other income received2017-12-31$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 interests2017-12-31$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
Total income from all sources2016-12-31$227,341
Total plan assets at end of year2016-12-31$2,049,334
Total plan assets at beginning of year2016-12-31$1,821,993
Other income received2016-12-31$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 interests2016-12-31$47,429
Total contributions received or receivable from employer(s)2016-12-31$43,750
2015 : STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-18,721
Total plan assets at end of year2015-12-31$1,821,993
Total plan assets at beginning of year2015-12-31$1,840,714
Other income received2015-12-31$-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 interests2015-12-31$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
Total income from all sources2014-12-31$183,409
Total plan assets at end of year2014-12-31$1,840,714
Total plan assets at beginning of year2014-12-31$1,657,305
Other income received2014-12-31$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 interests2014-12-31$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
Total income from all sources2013-12-31$107,091
Total plan assets at end of year2013-12-31$1,657,305
Total plan assets at beginning of year2013-12-31$1,550,214
Other income received2013-12-31$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 interests2013-12-31$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
Total income from all sources2012-12-31$187,483
Total plan assets at end of year2012-12-31$1,550,214
Total plan assets at beginning of year2012-12-31$1,362,731
Other income received2012-12-31$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 interests2012-12-31$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
Total income from all sources2011-12-31$23,338
Total plan assets at end of year2011-12-31$1,362,731
Total plan assets at beginning of year2011-12-31$1,339,393
Other income received2011-12-31$-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 interests2011-12-31$247,498
Total contributions received or receivable from employer(s)2011-12-31$49,750

Form 5500 Responses for STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN

2022: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2018: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEVEN A. ISENSTEIN & ASSOCIATES, LTD. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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