401k Plan data: ABD ASSOCIATES LLP PROFIT SHARING PLAN plan

ABD ASSOCIATES LLP PROFIT SHARING PLAN 401k Plan overview

Plan Name	ABD ASSOCIATES LLP PROFIT SHARING PLAN
Plan identification number	001

ABD ASSOCIATES LLP PROFIT SHARING 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
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

ABD ASSOCIATES, LLP has sponsored the creation of one or more 401k plans.

Company Name: ABD ASSOCIATES, LLP

Employer identification number (EIN): 132872856

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about ABD ASSOCIATES, LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1996-01-05

Company Identification Number: 1987777

Legal Registered Office Address: 50 BROADWAY

HAWTHORNE
United States of America (USA)
10532

More information about ABD ASSOCIATES, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABD ASSOCIATES LLP 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 2018-01-01
001 2017-01-01 ARNOLD L BERMAN ARNOLD L BERMAN 2018-10-13
001 2016-01-01 ARNOLD L BERMAN ARNOLD L BERMAN 2017-10-15
001 2015-01-01 ARNOLD L. BERMAN ARNOLD L. BERMAN 2016-10-15
001 2014-01-01 REBECCA DRECHSEL REBECCA DRECHSEL 2015-10-11
001 2013-01-01 REBECCA DRECHSEL REBECCA DRECHSEL 2014-10-02
001 2012-01-01 REBECCA DRECHSEL REBECCA DRECHSEL 2013-10-14
001 2011-01-01 REBECCA DRECHSEL REBECCA DRECHSEL 2012-10-13
001 2009-01-01 REBECCA DRECHSEL REBECCA DRECHSEL 2010-10-14
001 2009-01-01 REBECCA DRECHSEL

Plan id#	Filing Submission Date	Name of Administrator	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	2018-01-01
001	2017-01-01	ARNOLD L BERMAN	ARNOLD L BERMAN	2018-10-13
001	2016-01-01	ARNOLD L BERMAN	ARNOLD L BERMAN	2017-10-15
001	2015-01-01	ARNOLD L. BERMAN	ARNOLD L. BERMAN	2016-10-15
001	2014-01-01	REBECCA DRECHSEL	REBECCA DRECHSEL	2015-10-11
001	2013-01-01	REBECCA DRECHSEL	REBECCA DRECHSEL	2014-10-02
001	2012-01-01	REBECCA DRECHSEL	REBECCA DRECHSEL	2013-10-14
001	2011-01-01	REBECCA DRECHSEL	REBECCA DRECHSEL	2012-10-13
001	2009-01-01	REBECCA DRECHSEL	REBECCA DRECHSEL	2010-10-14
001	2009-01-01	REBECCA DRECHSEL

Plan Statistics for ABD ASSOCIATES LLP PROFIT SHARING PLAN

401k plan membership statisitcs for ABD ASSOCIATES LLP PROFIT SHARING PLAN

Measure Date Value
2023: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 13
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 14
Number of participants with account balances 2023-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
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 14
Total of all active and inactive participants 2022-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 17
Number of participants with account balances 2022-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 22
Number of other retired or separated participants entitled to future benefits 2021-01-01 30
Total of all active and inactive participants 2021-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 55
Number of participants with account balances 2021-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
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 21
Total of all active and inactive participants 2020-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 32
Number of participants with account balances 2020-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
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 17
Total of all active and inactive participants 2019-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 28
Number of participants with account balances 2019-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
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 14
Total of all active and inactive participants 2018-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 27
Number of participants with account balances 2018-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
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 1
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
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 0
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 25
Total participants 2015-01-01 25
Number of participants with account balances 2015-01-01 25
2014: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of other retired or separated participants entitled to future benefits 2014-01-01 17
Total of all active and inactive participants 2014-01-01 25
Total participants 2014-01-01 25
Number of participants with account balances 2014-01-01 25
2013: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 25
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of other retired or separated participants entitled to future benefits 2012-01-01 12
Total of all active and inactive participants 2012-01-01 22
Total participants 2012-01-01 22
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 24
Number of participants with account balances 2011-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 22
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 22

Measure	Date	Value
2023: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	13
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	14
Number of participants with account balances	2023-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
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	14
Total of all active and inactive participants	2022-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	17
Number of participants with account balances	2022-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	22
Number of other retired or separated participants entitled to future benefits	2021-01-01	30
Total of all active and inactive participants	2021-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	55
Number of participants with account balances	2021-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
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	21
Total of all active and inactive participants	2020-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	32
Number of participants with account balances	2020-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
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	17
Total of all active and inactive participants	2019-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	28
Number of participants with account balances	2019-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
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	14
Total of all active and inactive participants	2018-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	27
Number of participants with account balances	2018-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
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	1
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
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	0
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	25
Total participants	2015-01-01	25
Number of participants with account balances	2015-01-01	25
2014: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of other retired or separated participants entitled to future benefits	2014-01-01	17
Total of all active and inactive participants	2014-01-01	25
Total participants	2014-01-01	25
Number of participants with account balances	2014-01-01	25
2013: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	25
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of other retired or separated participants entitled to future benefits	2012-01-01	12
Total of all active and inactive participants	2012-01-01	22
Total participants	2012-01-01	22
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	24
Number of participants with account balances	2011-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	22
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	22

Financial Data on ABD ASSOCIATES LLP PROFIT SHARING PLAN

Measure	Date	Value
2023 : ABD ASSOCIATES LLP PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$336,714
Expenses. Total of all expenses incurred	2023-12-31	$165,051
Benefits paid (including direct rollovers)	2023-12-31	$140,117
Total plan assets at end of year	2023-12-31	$3,947,195
Total plan assets at beginning of year	2023-12-31	$3,775,532
Total contributions received or receivable from participants	2023-12-31	$2,000
Other income received	2023-12-31	$333,714
Net income (gross income less expenses)	2023-12-31	$171,663
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,947,195
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,775,532
Total contributions received or receivable from employer(s)	2023-12-31	$1,000
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$24,934
2022 : ABD ASSOCIATES LLP PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-205,840
Expenses. Total of all expenses incurred	2022-12-31	$253,607
Benefits paid (including direct rollovers)	2022-12-31	$228,209
Total plan assets at end of year	2022-12-31	$3,775,532
Total plan assets at beginning of year	2022-12-31	$4,234,979
Total contributions received or receivable from participants	2022-12-31	$52,000
Other income received	2022-12-31	$-337,840
Net income (gross income less expenses)	2022-12-31	$-459,447
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,775,532
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,234,979
Total contributions received or receivable from employer(s)	2022-12-31	$80,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$25,398
2021 : ABD ASSOCIATES LLP PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$450,517
Expenses. Total of all expenses incurred	2021-12-31	$114,248
Benefits paid (including direct rollovers)	2021-12-31	$88,484
Total plan assets at end of year	2021-12-31	$4,234,979
Total plan assets at beginning of year	2021-12-31	$3,898,710
Total contributions received or receivable from participants	2021-12-31	$52,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$11,650
Other income received	2021-12-31	$321,517
Net income (gross income less expenses)	2021-12-31	$336,269
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,234,979
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,898,710
Total contributions received or receivable from employer(s)	2021-12-31	$77,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$14,114
2020 : ABD ASSOCIATES LLP PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$440,461
Expenses. Total of all expenses incurred	2020-12-31	$22,303
Benefits paid (including direct rollovers)	2020-12-31	$3,259
Total plan assets at end of year	2020-12-31	$3,898,710
Total plan assets at beginning of year	2020-12-31	$3,480,552
Total contributions received or receivable from participants	2020-12-31	$81,678
Other income received	2020-12-31	$260,239
Net income (gross income less expenses)	2020-12-31	$418,158
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,898,710
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,480,552
Total contributions received or receivable from employer(s)	2020-12-31	$98,544
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$19,044
2019 : ABD ASSOCIATES LLP PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$613,856
Expenses. Total of all expenses incurred	2019-12-31	$508,295
Benefits paid (including direct rollovers)	2019-12-31	$503,022
Total plan assets at end of year	2019-12-31	$3,480,552
Total plan assets at beginning of year	2019-12-31	$3,374,991
Total contributions received or receivable from participants	2019-12-31	$73,948
Other income received	2019-12-31	$434,499
Net income (gross income less expenses)	2019-12-31	$105,561
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,480,552
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,374,991
Total contributions received or receivable from employer(s)	2019-12-31	$105,409
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$5,273
2018 : ABD ASSOCIATES LLP PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$82,653
Expenses. Total of all expenses incurred	2018-12-31	$59,783
Benefits paid (including direct rollovers)	2018-12-31	$54,635
Total plan assets at end of year	2018-12-31	$3,374,991
Total plan assets at beginning of year	2018-12-31	$3,352,121
Total contributions received or receivable from participants	2018-12-31	$81,535
Other income received	2018-12-31	$-104,981
Net income (gross income less expenses)	2018-12-31	$22,870
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,374,991
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,352,121
Total contributions received or receivable from employer(s)	2018-12-31	$106,099
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$5,148
2017 : ABD ASSOCIATES LLP PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$406,929
Expenses. Total of all expenses incurred	2017-12-31	$62,030
Benefits paid (including direct rollovers)	2017-12-31	$57,664
Total plan assets at end of year	2017-12-31	$3,352,121
Total plan assets at beginning of year	2017-12-31	$3,007,222
Total contributions received or receivable from participants	2017-12-31	$66,702
Other income received	2017-12-31	$244,135
Net income (gross income less expenses)	2017-12-31	$344,899
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,352,121
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,007,222
Total contributions received or receivable from employer(s)	2017-12-31	$96,092
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,366
2016 : ABD ASSOCIATES LLP PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$356,387
Expenses. Total of all expenses incurred	2016-12-31	$39,939
Benefits paid (including direct rollovers)	2016-12-31	$39,939
Total plan assets at end of year	2016-12-31	$3,007,222
Total plan assets at beginning of year	2016-12-31	$2,690,774
Total contributions received or receivable from participants	2016-12-31	$92,827
Other income received	2016-12-31	$159,442
Net income (gross income less expenses)	2016-12-31	$316,448
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,007,222
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,690,774
Total contributions received or receivable from employer(s)	2016-12-31	$104,118
2015 : ABD ASSOCIATES LLP PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$114,042
Expenses. Total of all expenses incurred	2015-12-31	$49,940
Benefits paid (including direct rollovers)	2015-12-31	$49,940
Total plan assets at end of year	2015-12-31	$2,690,774
Total plan assets at beginning of year	2015-12-31	$2,626,672
Total contributions received or receivable from participants	2015-12-31	$45,770
Other income received	2015-12-31	$-14,281
Net income (gross income less expenses)	2015-12-31	$64,102
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,690,774
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,626,672
Total contributions received or receivable from employer(s)	2015-12-31	$82,553
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : ABD ASSOCIATES LLP PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$230,204
Expenses. Total of all expenses incurred	2014-12-31	$175,482
Benefits paid (including direct rollovers)	2014-12-31	$175,242
Total plan assets at end of year	2014-12-31	$2,626,672
Total plan assets at beginning of year	2014-12-31	$2,571,950
Total contributions received or receivable from participants	2014-12-31	$92,328
Other income received	2014-12-31	$37,528
Net income (gross income less expenses)	2014-12-31	$54,722
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,626,672
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,571,950
Total contributions received or receivable from employer(s)	2014-12-31	$100,348
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$240
2013 : ABD ASSOCIATES LLP PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$331,930
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,571,950
Total plan assets at beginning of year	2013-12-31	$2,240,020
Total contributions received or receivable from participants	2013-12-31	$91,649
Other income received	2013-12-31	$142,279
Net income (gross income less expenses)	2013-12-31	$331,930
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,571,950
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,240,020
Total contributions received or receivable from employer(s)	2013-12-31	$98,002
2012 : ABD ASSOCIATES LLP PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$333,704
Expenses. Total of all expenses incurred	2012-12-31	$152,077
Benefits paid (including direct rollovers)	2012-12-31	$152,077
Total plan assets at end of year	2012-12-31	$2,240,020
Total plan assets at beginning of year	2012-12-31	$2,058,393
Total contributions received or receivable from participants	2012-12-31	$107,240
Other income received	2012-12-31	$134,017
Net income (gross income less expenses)	2012-12-31	$181,627
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,240,020
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,058,393
Total contributions received or receivable from employer(s)	2012-12-31	$92,447
2011 : ABD ASSOCIATES LLP PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$150,881
Expenses. Total of all expenses incurred	2011-12-31	$112,913
Benefits paid (including direct rollovers)	2011-12-31	$112,913
Total plan assets at end of year	2011-12-31	$2,058,393
Total plan assets at beginning of year	2011-12-31	$2,020,425
Total contributions received or receivable from participants	2011-12-31	$74,731
Other income received	2011-12-31	$-12,485
Net income (gross income less expenses)	2011-12-31	$37,968
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,058,393
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,020,425
Total contributions received or receivable from employer(s)	2011-12-31	$88,635
2010 : ABD ASSOCIATES LLP PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$292,681
Total plan assets at end of year	2010-12-31	$2,020,425
Total plan assets at beginning of year	2010-12-31	$1,727,744
Total contributions received or receivable from participants	2010-12-31	$88,841
Other income received	2010-12-31	$114,446
Net income (gross income less expenses)	2010-12-31	$292,681
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,020,425
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,727,744
Total contributions received or receivable from employer(s)	2010-12-31	$89,394

Form 5500 Responses for ABD ASSOCIATES LLP PROFIT SHARING PLAN

2023: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

GP 30082

Policy instance

Insurance contract or identification number	GP 30082
Number of Individuals Covered	18
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

GP 30082

Policy instance

Insurance contract or identification number	GP 30082
Number of Individuals Covered	18
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

GP 30082

Policy instance

Insurance contract or identification number	GP 30082
Number of Individuals Covered	21
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $1,942
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	994
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

GP 30082

Policy instance

Insurance contract or identification number	GP 30082
Number of Individuals Covered	23
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $838
Total amount of fees paid to insurance company	USD $1,662
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1662
Additional information about fees paid to insurance broker	PROFESSIONAL
Commission paid to Insurance Broker	USD $838

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

GP 30082

Policy instance

Insurance contract or identification number	GP 30082
Number of Individuals Covered	22
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

GP 30082

Policy instance

Insurance contract or identification number	GP 30082
Number of Individuals Covered	22
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $9,937
Total amount of fees paid to insurance company	USD $2,274
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,937
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE
Amount paid for insurance broker fees	1275

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

GP 30082

Policy instance

Insurance contract or identification number	GP 30082
Number of Individuals Covered	22
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	TPA AWARDS
Insurance broker name	MERRILL LYNCH PIERCE FENNER

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

GP 30082

Policy instance

Insurance contract or identification number	GP 30082
Number of Individuals Covered	20
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $19,365
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,365
Insurance broker name	MERRILL LYNCH

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Company Name:	ABD ASSOCIATES, LLP
Employer identification number (EIN):	132872856
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1996-01-05
Company Identification Number:	1987777
Legal Registered Office Address:	50 BROADWAY HAWTHORNE United States of America (USA) 10532