401k Plan data: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN plan

STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 401k Plan overview

Plan Name	STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN
Plan identification number	004

STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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

STEVEN B. PISER, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: STEVEN B. PISER, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 942822274

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-06-01
004 2022-06-01
004 2021-06-01
004 2020-06-01
004 2019-06-01
004 2018-06-01 STEVEN B. PISER 2019-09-10
004 2017-06-01
004 2016-06-01
004 2015-06-01
004 2014-06-01 STEVEN B. PISER
004 2013-06-01 STEVEN B. PISER

Plan Statistics for STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN

401k plan membership statisitcs for STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN

Measure Date Value
2018: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 3
Number of retired or separated participants receiving benefits 2018-06-01 0
Number of other retired or separated participants entitled to future benefits 2018-06-01 0
Total of all active and inactive participants 2018-06-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 3
Number of participants with account balances 2018-06-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 0
2017: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 3
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 0
Total of all active and inactive participants 2017-06-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 3
Number of participants with account balances 2017-06-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 3
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 0
Total of all active and inactive participants 2016-06-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 3
Number of participants with account balances 2016-06-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
2015: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 3
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 0
Total of all active and inactive participants 2015-06-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 3
Number of participants with account balances 2015-06-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
2014: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 1
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 0
Total of all active and inactive participants 2014-06-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 1
Number of participants with account balances 2014-06-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 0
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 2
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 0
Total of all active and inactive participants 2013-06-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 2
Number of participants with account balances 2013-06-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0

Measure	Date	Value
2018: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	3
Number of retired or separated participants receiving benefits	2018-06-01	0
Number of other retired or separated participants entitled to future benefits	2018-06-01	0
Total of all active and inactive participants	2018-06-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	3
Number of participants with account balances	2018-06-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	0
2017: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	3
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	0
Total of all active and inactive participants	2017-06-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	3
Number of participants with account balances	2017-06-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	3
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	0
Total of all active and inactive participants	2016-06-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	3
Number of participants with account balances	2016-06-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
2015: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	3
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	0
Total of all active and inactive participants	2015-06-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	3
Number of participants with account balances	2015-06-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
2014: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	1
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	0
Total of all active and inactive participants	2014-06-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	1
Number of participants with account balances	2014-06-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	0
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	2
Number of retired or separated participants receiving benefits	2013-06-01	0
Number of other retired or separated participants entitled to future benefits	2013-06-01	0
Total of all active and inactive participants	2013-06-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	2
Number of participants with account balances	2013-06-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0

Financial Data on STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN

Measure	Date	Value
2019 : STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-05-31	$0
Total plan liabilities at beginning of year	2019-05-31	$0
Total income from all sources	2019-05-31	$132,128
Expenses. Total of all expenses incurred	2019-05-31	$4,924
Benefits paid (including direct rollovers)	2019-05-31	$0
Total plan assets at end of year	2019-05-31	$5,362,491
Total plan assets at beginning of year	2019-05-31	$5,235,287
Value of fidelity bond covering the plan	2019-05-31	$500,000
Total contributions received or receivable from participants	2019-05-31	$50,000
Assets. Value of loans (other than to participants)	2019-05-31	$35,559
Expenses. Other expenses not covered elsewhere	2019-05-31	$0
Contributions received from other sources (not participants or employers)	2019-05-31	$0
Other income received	2019-05-31	$66,375
Noncash contributions received	2019-05-31	$0
Net income (gross income less expenses)	2019-05-31	$127,204
Net plan assets at end of year (total assets less liabilities)	2019-05-31	$5,362,491
Net plan assets at beginning of year (total assets less liabilities)	2019-05-31	$5,235,287
Total contributions received or receivable from employer(s)	2019-05-31	$15,753
Value of certain deemed distributions of participant loans	2019-05-31	$0
Value of corrective distributions	2019-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-05-31	$4,924
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0
2018 : STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-05-31	$0
Total plan liabilities at beginning of year	2018-05-31	$0
Total income from all sources	2018-05-31	$256,537
Expenses. Total of all expenses incurred	2018-05-31	$109
Benefits paid (including direct rollovers)	2018-05-31	$0
Total plan assets at end of year	2018-05-31	$5,235,287
Total plan assets at beginning of year	2018-05-31	$4,978,859
Value of fidelity bond covering the plan	2018-05-31	$500,000
Total contributions received or receivable from participants	2018-05-31	$49,000
Assets. Value of loans (other than to participants)	2018-05-31	$123,804
Expenses. Other expenses not covered elsewhere	2018-05-31	$0
Contributions received from other sources (not participants or employers)	2018-05-31	$0
Other income received	2018-05-31	$155,337
Noncash contributions received	2018-05-31	$0
Net income (gross income less expenses)	2018-05-31	$256,428
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$5,235,287
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$4,978,859
Total contributions received or receivable from employer(s)	2018-05-31	$52,200
Value of certain deemed distributions of participant loans	2018-05-31	$0
Value of corrective distributions	2018-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-05-31	$109
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-05-31	$0
2017 : STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-05-31	$0
Total plan liabilities at beginning of year	2017-05-31	$0
Total income from all sources	2017-05-31	$399,639
Expenses. Total of all expenses incurred	2017-05-31	$207
Benefits paid (including direct rollovers)	2017-05-31	$0
Total plan assets at end of year	2017-05-31	$4,978,859
Total plan assets at beginning of year	2017-05-31	$4,579,427
Value of fidelity bond covering the plan	2017-05-31	$500,000
Total contributions received or receivable from participants	2017-05-31	$48,000
Expenses. Other expenses not covered elsewhere	2017-05-31	$0
Contributions received from other sources (not participants or employers)	2017-05-31	$0
Other income received	2017-05-31	$299,228
Noncash contributions received	2017-05-31	$0
Net income (gross income less expenses)	2017-05-31	$399,432
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$4,978,859
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$4,579,427
Assets. Value of assets in partnership/joint-venture interests	2017-05-31	$179,426
Total contributions received or receivable from employer(s)	2017-05-31	$52,411
Value of certain deemed distributions of participant loans	2017-05-31	$0
Value of corrective distributions	2017-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-05-31	$207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-05-31	$0
2016 : STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-05-31	$0
Total plan liabilities at beginning of year	2016-05-31	$0
Total income from all sources	2016-05-31	$-42,278
Expenses. Total of all expenses incurred	2016-05-31	$47,842
Benefits paid (including direct rollovers)	2016-05-31	$47,597
Total plan assets at end of year	2016-05-31	$4,579,427
Total plan assets at beginning of year	2016-05-31	$4,669,547
Value of fidelity bond covering the plan	2016-05-31	$500,000
Total contributions received or receivable from participants	2016-05-31	$24,000
Expenses. Other expenses not covered elsewhere	2016-05-31	$0
Contributions received from other sources (not participants or employers)	2016-05-31	$0
Other income received	2016-05-31	$-73,891
Noncash contributions received	2016-05-31	$0
Net income (gross income less expenses)	2016-05-31	$-90,120
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$4,579,427
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$4,669,547
Assets. Value of assets in partnership/joint-venture interests	2016-05-31	$249,458
Total contributions received or receivable from employer(s)	2016-05-31	$7,613
Value of certain deemed distributions of participant loans	2016-05-31	$0
Value of corrective distributions	2016-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-05-31	$245
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
2015 : STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-05-31	$0
Total plan liabilities at beginning of year	2015-05-31	$0
Total income from all sources	2015-05-31	$300,856
Expenses. Total of all expenses incurred	2015-05-31	$21,992
Benefits paid (including direct rollovers)	2015-05-31	$14,174
Total plan assets at end of year	2015-05-31	$4,669,547
Total plan assets at beginning of year	2015-05-31	$4,390,683
Value of fidelity bond covering the plan	2015-05-31	$500,000
Total contributions received or receivable from participants	2015-05-31	$6,000
Expenses. Other expenses not covered elsewhere	2015-05-31	$0
Contributions received from other sources (not participants or employers)	2015-05-31	$0
Other income received	2015-05-31	$256,045
Noncash contributions received	2015-05-31	$0
Net income (gross income less expenses)	2015-05-31	$278,864
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$4,669,547
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$4,390,683
Assets. Value of assets in partnership/joint-venture interests	2015-05-31	$273,324
Total contributions received or receivable from employer(s)	2015-05-31	$38,811
Value of certain deemed distributions of participant loans	2015-05-31	$0
Value of corrective distributions	2015-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-05-31	$7,818
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
2014 : STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-05-31	$15,017
Total plan liabilities at end of year	2014-05-31	$0
Total plan liabilities at beginning of year	2014-05-31	$0
Total income from all sources	2014-05-31	$4,376,060
Expenses. Total of all expenses incurred	2014-05-31	$394
Benefits paid (including direct rollovers)	2014-05-31	$0
Total plan assets at end of year	2014-05-31	$4,390,683
Total plan assets at beginning of year	2014-05-31	$0
Value of fidelity bond covering the plan	2014-05-31	$500,000
Total contributions received or receivable from participants	2014-05-31	$0
Expenses. Other expenses not covered elsewhere	2014-05-31	$0
Contributions received from other sources (not participants or employers)	2014-05-31	$4,277,949
Other income received	2014-05-31	$42,862
Noncash contributions received	2014-05-31	$0
Net income (gross income less expenses)	2014-05-31	$4,375,666
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$4,390,683
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$0
Assets. Value of participant loans	2014-05-31	$14,883
Assets. Value of assets in partnership/joint-venture interests	2014-05-31	$288,031
Total contributions received or receivable from employer(s)	2014-05-31	$55,249
Value of certain deemed distributions of participant loans	2014-05-31	$0
Value of corrective distributions	2014-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-05-31	$394

Form 5500 Responses for STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN

2018: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	No
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	First time form 5500 has been submitted	Yes
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEVEN B. PISER, A PROFESSIONAL CORPORATION
Employer identification number (EIN):	942822274
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2023-06-01
004	2022-06-01
004	2021-06-01
004	2020-06-01
004	2019-06-01
004	2018-06-01	STEVEN B. PISER	2019-09-10
004	2017-06-01
004	2016-06-01
004	2015-06-01
004	2014-06-01	STEVEN B. PISER
004	2013-06-01	STEVEN B. PISER