HERTZ, CHERSON & ROSENTHAL, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN
401k plan membership statisitcs for RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2020: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 34 |
| 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 | 11 |
| Total of all active and inactive participants | 2020-01-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 45 |
| Number of participants with account balances | 2020-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 32 |
| 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 | 15 |
| Total of all active and inactive participants | 2019-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 47 |
| Number of participants with account balances | 2019-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 32 |
| 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 | 13 |
| Total of all active and inactive participants | 2018-01-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 45 |
| Number of participants with account balances | 2018-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 31 |
| 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 | 13 |
| Total of all active and inactive participants | 2017-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 44 |
| Number of participants with account balances | 2017-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
| 2016: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 34 |
| 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 | 9 |
| Total of all active and inactive participants | 2016-01-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 43 |
| Number of participants with account balances | 2016-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 34 |
| 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 | 8 |
| Total of all active and inactive participants | 2015-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 42 |
| Number of participants with account balances | 2015-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 34 |
| 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 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 40 |
| Number of participants with account balances | 2014-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 30 |
| 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 | 9 |
| Total of all active and inactive participants | 2013-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 39 |
| Number of participants with account balances | 2013-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 34 |
| 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 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 37 |
| Number of participants with account balances | 2012-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 36 |
| 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 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 39 |
| Number of participants with account balances | 2011-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2009: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 43 |
| Number of participants with account balances | 2009-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2020 : RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $2,173,453 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,599,681 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,544,057 |
| Total plan assets at end of year | 2020-12-31 | $9,329,340 |
| Total plan assets at beginning of year | 2020-12-31 | $8,755,568 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $107,843 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $2,065,610 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $573,772 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $9,329,340 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,755,568 |
| Assets. Value of participant loans | 2020-12-31 | $105,639 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $55,624 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,507,596 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $360,648 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $314,891 |
| Total plan assets at end of year | 2019-12-31 | $8,755,568 |
| Total plan assets at beginning of year | 2019-12-31 | $7,608,620 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $111,222 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $1,396,374 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,146,948 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $8,755,568 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,608,620 |
| Assets. Value of participant loans | 2019-12-31 | $153,959 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $45,757 |
| 2018 : RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-170,721 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $807,883 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $747,746 |
| Total plan assets at end of year | 2018-12-31 | $7,608,620 |
| Total plan assets at beginning of year | 2018-12-31 | $8,587,224 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $101,494 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $18,308 |
| Other income received | 2018-12-31 | $-290,523 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-978,604 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $7,608,620 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,587,224 |
| Assets. Value of participant loans | 2018-12-31 | $152,115 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $60,137 |
| 2017 : RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,780,808 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,797,875 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,746,882 |
| Total plan assets at end of year | 2017-12-31 | $8,587,224 |
| Total plan assets at beginning of year | 2017-12-31 | $8,604,291 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $101,190 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $50,993 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $1,381,271 |
| Net income (gross income less expenses) | 2017-12-31 | $-17,067 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $8,587,224 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,604,291 |
| Assets. Value of participant loans | 2017-12-31 | $119,986 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $298,347 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $861,592 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $172,189 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $170,799 |
| Total plan assets at end of year | 2016-12-31 | $8,604,291 |
| Total plan assets at beginning of year | 2016-12-31 | $7,914,888 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $84,521 |
| Other income received | 2016-12-31 | $442,080 |
| Net income (gross income less expenses) | 2016-12-31 | $689,403 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $8,604,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,914,888 |
| Assets. Value of participant loans | 2016-12-31 | $128,534 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $334,991 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,390 |
| 2015 : RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $60,427 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $183,420 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $182,148 |
| Total plan assets at end of year | 2015-12-31 | $7,914,888 |
| Total plan assets at beginning of year | 2015-12-31 | $8,037,881 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $97,306 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-364,703 |
| Net income (gross income less expenses) | 2015-12-31 | $-122,993 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,914,888 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,037,881 |
| Assets. Value of participant loans | 2015-12-31 | $143,116 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $327,824 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,272 |
| 2014 : RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $746,546 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $133,129 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $131,762 |
| Total plan assets at end of year | 2014-12-31 | $8,037,881 |
| Total plan assets at beginning of year | 2014-12-31 | $7,424,464 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $113,438 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $306,039 |
| Net income (gross income less expenses) | 2014-12-31 | $613,417 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,037,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,424,464 |
| Assets. Value of participant loans | 2014-12-31 | $167,861 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $327,069 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,367 |
| 2013 : RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,266,911 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $78,555 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $76,332 |
| Total plan assets at end of year | 2013-12-31 | $7,424,464 |
| Total plan assets at beginning of year | 2013-12-31 | $6,236,108 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $112,800 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $214 |
| Other income received | 2013-12-31 | $839,632 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $1,188,356 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,424,464 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,236,108 |
| Assets. Value of participant loans | 2013-12-31 | $150,846 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $314,265 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,223 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $924,347 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $46,788 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $17,732 |
| Total plan assets at end of year | 2012-12-31 | $6,237,808 |
| Total plan assets at beginning of year | 2012-12-31 | $5,360,249 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $112,902 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $115 |
| Other income received | 2012-12-31 | $471,260 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $877,559 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,237,808 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,360,249 |
| Assets. Value of participant loans | 2012-12-31 | $106,018 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $340,070 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $29,056 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $281,013 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $74,416 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $43,149 |
| Total plan assets at end of year | 2011-12-31 | $5,360,249 |
| Total plan assets at beginning of year | 2011-12-31 | $5,153,652 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $94,013 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-130,400 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $206,597 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,360,249 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,153,652 |
| Assets. Value of participant loans | 2011-12-31 | $79,362 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $317,400 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $31,267 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $747,722 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $55,902 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $53,329 |
| Total plan assets at end of year | 2010-12-31 | $5,153,652 |
| Total plan assets at beginning of year | 2010-12-31 | $4,461,832 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $84,793 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $343,519 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $691,820 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,153,652 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,461,832 |
| Assets. Value of participant loans | 2010-12-31 | $62,204 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $319,410 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,573 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2020: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS 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 – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: RAPPAPORT, HERTZ, CHERSON & ROSENTHAL, P.C. PROFIT SHARING/401(K) SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 341979-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 341979-000 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $1,639 | | Total amount of fees paid to insurance company | USD $492 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,049 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 492 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 341979-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 341979-000 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $4,437 | | Total amount of fees paid to insurance company | USD $783 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,816 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 783 | | Additional information about fees paid to insurance broker | TPA FEE |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 341979-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 341979-000 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $5,000 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $3,657 | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 341979-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 341979-000 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $4,455 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $3,263 | | Insurance broker organization code? | 3 | | Insurance broker name | BRETT GOLDBERG |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 341979-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 341979-000 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $4,054 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $3,467 | | Insurance broker organization code? | 3 | | Insurance broker name | PROFESSIONAL PENSION PLANNERS |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 341979-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 341979-000 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $4,042 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $3,466 | | Insurance broker organization code? | 3 | | Insurance broker name | PROFESSIONAL PENSION PLANNERS |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 341979-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 341979-000 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,083 | | Total amount of fees paid to insurance company | USD $492 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $3,083 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 492 | | Insurance broker name | PROFESSIONAL PENSION PLANNERS |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 341979-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 341979-000 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,688 | | Total amount of fees paid to insurance company | USD $415 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,688 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 415 | | Additional information about fees paid to insurance broker | TPA SERVICE FEE | | Insurance broker name | PROFESSIONAL PENSION PLANNERS |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PH8922 |
| Policy instance | 2 |
| Insurance contract or identification number | PH8922 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,073 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 341979-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 341979-000 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $4,374 | | Total amount of fees paid to insurance company | USD $89 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PH8922 |
| Policy instance | 1 |
| Insurance contract or identification number | PH8922 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,687 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $1,687 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | FREDIC HARRISON MANAGEMENT SERVICES |
|
