401k Plan data: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN plan

M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN
Plan identification number	001

M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

M BERNSTEIN INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: M BERNSTEIN INSURANCE AGENCY, INC.

Employer identification number (EIN): 832060412

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-10-01 MAXINE BERNSTEIN

Plan Statistics for M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2023: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2022 401k membership
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
2021: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 1
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 0
Total of all active and inactive participants 2018-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 1
Number of participants with account balances 2018-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0

Measure	Date	Value
2023: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2022 401k membership
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
2021: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	1
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	0
Total of all active and inactive participants	2018-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	1
Number of participants with account balances	2018-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0

Financial Data on M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$59,621
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$79,872
Total plan assets at beginning of year	2023-12-31	$20,251
Other income received	2023-12-31	$59,621
Net income (gross income less expenses)	2023-12-31	$59,621
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$79,872
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$20,251
Assets. Value of employer securities	2023-12-31	$78,660
2022 : M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$15,975
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$20,251
Total plan assets at beginning of year	2022-12-31	$4,276
Other income received	2022-12-31	$15,975
Net income (gross income less expenses)	2022-12-31	$15,975
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$20,251
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,276
Assets. Value of employer securities	2022-12-31	$19,095
2021 : M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$-255,864
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$4,276
Total plan assets at beginning of year	2021-12-31	$260,140
Total contributions received or receivable from participants	2021-12-31	$80
Other income received	2021-12-31	$-255,944
Net income (gross income less expenses)	2021-12-31	$-255,864
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,276
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$260,140
Assets. Value of employer securities	2021-12-31	$3,135
2020 : M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$259,082
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$260,140
Total plan assets at beginning of year	2020-12-31	$1,058
Other income received	2020-12-31	$259,082
Net income (gross income less expenses)	2020-12-31	$259,082
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$260,140
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,058
Assets. Value of employer securities	2020-12-31	$259,079
2019 : M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-129,981
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,058
Total plan assets at beginning of year	2019-12-31	$131,039
Other income received	2019-12-31	$-129,981
Net income (gross income less expenses)	2019-12-31	$-129,981
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,058
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$131,039
Assets. Value of employer securities	2019-12-31	$0
2018 : M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$131,039
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$131,039
Total plan assets at beginning of year	2018-12-31	$0
Total contributions received or receivable from participants	2018-12-31	$10
Contributions received from other sources (not participants or employers)	2018-12-31	$131,019
Other income received	2018-12-31	$10
Net income (gross income less expenses)	2018-12-31	$131,039
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$131,039
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Assets. Value of employer securities	2018-12-31	$130,000

Form 5500 Responses for M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN

2023: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: M BERNSTEIN INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	First time form 5500 has been submitted	Yes
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

M BERNSTEIN SONS INC PROFIT SHARING PLAN [EIN = 221813309]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	M BERNSTEIN INSURANCE AGENCY, INC.
Employer identification number (EIN):	832060412
NAIC Classification:	524140