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BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameBARRY H. HELFAND, P.A. PROFIT SHARING PLAN
Plan identification number 002

BARRY H. HELFAND, P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BARRY H. HELFAND, P.A. has sponsored the creation of one or more 401k plans.

Company Name:BARRY H. HELFAND, P.A.
Employer identification number (EIN):521211358
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARRY H. HELFAND, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-04-01BARRY H. HELFAND2022-12-13 BARRY H. HELFAND2022-12-13
0022020-04-01BARRY H. HELFAND2021-09-17 BARRY H. HELFAND2021-09-17
0022019-04-01BARRY H. HELFAND2020-10-02 BARRY H. HELFAND2020-10-02
0022018-04-01BARRY H. HELFAND2019-08-23 BARRY H. HELFAND2019-08-23
0022017-04-01
0022016-04-01
0022015-04-01
0022014-04-01
0022013-04-01
0022012-04-01BARRY H. HELFAND
0022011-04-01BARRY H. HELFAND
0022009-04-01BARRY H. HELFAND

Plan Statistics for BARRY H. HELFAND, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for BARRY H. HELFAND, P.A. PROFIT SHARING PLAN

Measure Date Value
2021: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-011
Total number of active participants reported on line 7a of the Form 55002021-04-011
Total of all active and inactive participants2021-04-011
Total participants2021-04-011
Number of participants with account balances2021-04-011
2020: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-011
Total number of active participants reported on line 7a of the Form 55002020-04-011
Total of all active and inactive participants2020-04-011
Total participants2020-04-011
Number of participants with account balances2020-04-011
2019: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-011
Total number of active participants reported on line 7a of the Form 55002019-04-011
Total of all active and inactive participants2019-04-011
Total participants2019-04-011
Number of participants with account balances2019-04-011
2018: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-011
Total number of active participants reported on line 7a of the Form 55002018-04-011
Total of all active and inactive participants2018-04-011
Total participants2018-04-011
Number of participants with account balances2018-04-011
2017: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-011
Total number of active participants reported on line 7a of the Form 55002017-04-011
Total of all active and inactive participants2017-04-011
Total participants2017-04-011
Number of participants with account balances2017-04-011
2016: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-011
Total number of active participants reported on line 7a of the Form 55002016-04-011
Total of all active and inactive participants2016-04-011
Total participants2016-04-011
Number of participants with account balances2016-04-011
2015: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-011
Number of retired or separated participants receiving benefits2015-04-011
Total of all active and inactive participants2015-04-011
Total participants2015-04-011
2014: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-011
Total number of active participants reported on line 7a of the Form 55002014-04-011
Total of all active and inactive participants2014-04-011
Total participants2014-04-011
Number of participants with account balances2014-04-011
2013: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-011
Total number of active participants reported on line 7a of the Form 55002013-04-011
Total of all active and inactive participants2013-04-011
Total participants2013-04-011
Number of participants with account balances2013-04-011
2012: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-014
Total number of active participants reported on line 7a of the Form 55002012-04-011
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-011
Total participants2012-04-011
Number of participants with account balances2012-04-011
2011: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-014
Total number of active participants reported on line 7a of the Form 55002011-04-013
Number of other retired or separated participants entitled to future benefits2011-04-011
Total of all active and inactive participants2011-04-014
Total participants2011-04-014
Number of participants with account balances2011-04-014
2009: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-014
Total number of active participants reported on line 7a of the Form 55002009-04-013
Number of other retired or separated participants entitled to future benefits2009-04-011
Total of all active and inactive participants2009-04-014
Total participants2009-04-014
Number of participants with account balances2009-04-014

Financial Data on BARRY H. HELFAND, P.A. PROFIT SHARING PLAN

Measure Date Value
2022 : BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-03-31$27,889
Expenses. Total of all expenses incurred2022-03-31$302,557
Benefits paid (including direct rollovers)2022-03-31$267,603
Total plan assets at end of year2022-03-31$3,873,177
Total plan assets at beginning of year2022-03-31$4,147,845
Value of fidelity bond covering the plan2022-03-31$1,100,000
Other income received2022-03-31$27,889
Net income (gross income less expenses)2022-03-31$-274,668
Net plan assets at end of year (total assets less liabilities)2022-03-31$3,873,177
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$4,147,845
Assets. Value of assets in partnership/joint-venture interests2022-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-03-31$34,954
2021 : BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-03-31$594,707
Expenses. Total of all expenses incurred2021-03-31$32,154
Total plan assets at end of year2021-03-31$4,147,845
Total plan assets at beginning of year2021-03-31$3,585,292
Value of fidelity bond covering the plan2021-03-31$1,100,000
Other income received2021-03-31$594,707
Net income (gross income less expenses)2021-03-31$562,553
Net plan assets at end of year (total assets less liabilities)2021-03-31$4,147,845
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$3,585,292
Assets. Value of assets in partnership/joint-venture interests2021-03-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-03-31$32,154
2020 : BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-03-31$46,630
Expenses. Total of all expenses incurred2020-03-31$251,644
Benefits paid (including direct rollovers)2020-03-31$221,655
Total plan assets at end of year2020-03-31$3,585,292
Total plan assets at beginning of year2020-03-31$3,790,306
Value of fidelity bond covering the plan2020-03-31$1,100,000
Other income received2020-03-31$46,630
Net income (gross income less expenses)2020-03-31$-205,014
Net plan assets at end of year (total assets less liabilities)2020-03-31$3,585,292
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$3,790,306
Assets. Value of assets in partnership/joint-venture interests2020-03-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-03-31$29,989
2019 : BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-03-31$161,851
Expenses. Total of all expenses incurred2019-03-31$244,494
Benefits paid (including direct rollovers)2019-03-31$216,366
Total plan assets at end of year2019-03-31$3,790,306
Total plan assets at beginning of year2019-03-31$3,872,949
Value of fidelity bond covering the plan2019-03-31$1,100,000
Other income received2019-03-31$161,851
Net income (gross income less expenses)2019-03-31$-82,643
Net plan assets at end of year (total assets less liabilities)2019-03-31$3,790,306
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$3,872,949
Assets. Value of assets in partnership/joint-venture interests2019-03-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-03-31$28,128
2018 : BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-03-31$181,825
Expenses. Total of all expenses incurred2018-03-31$232,939
Benefits paid (including direct rollovers)2018-03-31$205,909
Total plan assets at end of year2018-03-31$3,872,949
Total plan assets at beginning of year2018-03-31$3,924,063
Value of fidelity bond covering the plan2018-03-31$1,100,000
Other income received2018-03-31$181,825
Net income (gross income less expenses)2018-03-31$-51,114
Net plan assets at end of year (total assets less liabilities)2018-03-31$3,872,949
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$3,924,063
Assets. Value of assets in partnership/joint-venture interests2018-03-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-03-31$27,030
2017 : BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-03-31$167,873
Expenses. Total of all expenses incurred2017-03-31$229,577
Benefits paid (including direct rollovers)2017-03-31$204,398
Total plan assets at end of year2017-03-31$3,924,063
Total plan assets at beginning of year2017-03-31$3,985,767
Value of fidelity bond covering the plan2017-03-31$1,100,000
Other income received2017-03-31$167,873
Net income (gross income less expenses)2017-03-31$-61,704
Net plan assets at end of year (total assets less liabilities)2017-03-31$3,924,063
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$3,985,767
Assets. Value of assets in partnership/joint-venture interests2017-03-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-03-31$25,179
2016 : BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-03-31$-5,606
Expenses. Total of all expenses incurred2016-03-31$232,766
Benefits paid (including direct rollovers)2016-03-31$208,085
Total plan assets at end of year2016-03-31$3,985,767
Total plan assets at beginning of year2016-03-31$4,224,139
Value of fidelity bond covering the plan2016-03-31$1,100,000
Other income received2016-03-31$-5,606
Net income (gross income less expenses)2016-03-31$-238,372
Net plan assets at end of year (total assets less liabilities)2016-03-31$3,985,767
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$4,224,139
Assets. Value of assets in partnership/joint-venture interests2016-03-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$24,681
2015 : BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-03-31$-1,002,645
Expenses. Total of all expenses incurred2015-03-31$285,075
Benefits paid (including direct rollovers)2015-03-31$260,000
Total plan assets at end of year2015-03-31$4,224,139
Total plan assets at beginning of year2015-03-31$5,511,859
Value of fidelity bond covering the plan2015-03-31$2,400,000
Other income received2015-03-31$-1,002,645
Net income (gross income less expenses)2015-03-31$-1,287,720
Net plan assets at end of year (total assets less liabilities)2015-03-31$4,224,139
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$5,511,859
Assets. Value of assets in partnership/joint-venture interests2015-03-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$25,075
2014 : BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-03-31$415,885
Expenses. Total of all expenses incurred2014-03-31$266,159
Benefits paid (including direct rollovers)2014-03-31$243,733
Total plan assets at end of year2014-03-31$5,511,859
Total plan assets at beginning of year2014-03-31$5,362,133
Value of fidelity bond covering the plan2014-03-31$2,400,000
Other income received2014-03-31$415,885
Net income (gross income less expenses)2014-03-31$149,726
Net plan assets at end of year (total assets less liabilities)2014-03-31$5,511,859
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$5,362,133
Assets. Value of assets in partnership/joint-venture interests2014-03-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$22,426
2013 : BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-03-31$423,657
Expenses. Total of all expenses incurred2013-03-31$608,443
Benefits paid (including direct rollovers)2013-03-31$589,290
Total plan assets at end of year2013-03-31$5,362,133
Total plan assets at beginning of year2013-03-31$5,546,919
Value of fidelity bond covering the plan2013-03-31$2,400,000
Other income received2013-03-31$423,657
Net income (gross income less expenses)2013-03-31$-184,786
Net plan assets at end of year (total assets less liabilities)2013-03-31$5,362,133
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$5,546,919
Assets. Value of assets in partnership/joint-venture interests2013-03-31$100,000
Total contributions received or receivable from employer(s)2013-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$19,153
2012 : BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-03-31$257,493
Expenses. Total of all expenses incurred2012-03-31$237,954
Benefits paid (including direct rollovers)2012-03-31$218,468
Total plan assets at end of year2012-03-31$5,546,919
Total plan assets at beginning of year2012-03-31$5,527,380
Value of fidelity bond covering the plan2012-03-31$2,400,000
Other income received2012-03-31$217,311
Net income (gross income less expenses)2012-03-31$19,539
Net plan assets at end of year (total assets less liabilities)2012-03-31$5,546,919
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$5,527,380
Assets. Value of assets in partnership/joint-venture interests2012-03-31$100,000
Total contributions received or receivable from employer(s)2012-03-31$40,182
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$19,486
2011 : BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-03-31$563,041
Expenses. Total of all expenses incurred2011-03-31$216,402
Benefits paid (including direct rollovers)2011-03-31$198,119
Total plan assets at end of year2011-03-31$5,527,380
Total plan assets at beginning of year2011-03-31$5,180,741
Value of fidelity bond covering the plan2011-03-31$2,400,000
Other income received2011-03-31$524,746
Net income (gross income less expenses)2011-03-31$346,639
Net plan assets at end of year (total assets less liabilities)2011-03-31$5,527,380
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$5,180,741
Assets. Value of assets in partnership/joint-venture interests2011-03-31$100,000
Total contributions received or receivable from employer(s)2011-03-31$38,295
Expenses. Administrative service providers (salaries,fees and commissions)2011-03-31$18,283

Form 5500 Responses for BARRY H. HELFAND, P.A. PROFIT SHARING PLAN

2021: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: BARRY H. HELFAND, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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