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ABD ASSOCIATES LLP PROFIT SHARING PLAN 401k Plan overview

Plan NameABD ASSOCIATES LLP PROFIT SHARING PLAN
Plan identification number 001

ABD ASSOCIATES LLP PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ARNOLD L BERMAN ARNOLD L BERMAN2018-10-13
0012016-01-01ARNOLD L BERMAN ARNOLD L BERMAN2017-10-15
0012015-01-01ARNOLD L. BERMAN ARNOLD L. BERMAN2016-10-15
0012014-01-01REBECCA DRECHSEL REBECCA DRECHSEL2015-10-11
0012013-01-01REBECCA DRECHSEL REBECCA DRECHSEL2014-10-02
0012012-01-01REBECCA DRECHSEL REBECCA DRECHSEL2013-10-14
0012011-01-01REBECCA DRECHSEL REBECCA DRECHSEL2012-10-13
0012009-01-01REBECCA DRECHSEL REBECCA DRECHSEL2010-10-14
0012009-01-01REBECCA DRECHSEL

Plan Statistics for ABD ASSOCIATES LLP PROFIT SHARING PLAN

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

Measure Date Value
2022: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0120
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0117
Number of participants with account balances2022-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0132
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-0130
Total of all active and inactive participants2021-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0155
Number of participants with account balances2021-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0132
Total number of active participants reported on line 7a of the Form 55002020-01-0110
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0132
Number of participants with account balances2020-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0127
Total number of active participants reported on line 7a of the Form 55002019-01-0110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0128
Number of participants with account balances2019-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0126
Total number of active participants reported on line 7a of the Form 55002018-01-0112
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0127
Number of participants with account balances2018-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0126
Total number of active participants reported on line 7a of the Form 55002017-01-0111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0112
Number of participants with account balances2017-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0125
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0111
Number of participants with account balances2016-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0125
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-0125
Total participants2015-01-0125
Number of participants with account balances2015-01-0125
2014: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0125
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-0125
Total participants2014-01-0125
Number of participants with account balances2014-01-0125
2013: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-0125
Total participants2013-01-0125
Number of participants with account balances2013-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0122
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-0122
Total participants2012-01-0122
Number of participants with account balances2012-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0124
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0121
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-0122
Total participants2009-01-0122
Number of participants with account balances2009-01-0122

Financial Data on ABD ASSOCIATES LLP PROFIT SHARING PLAN

Measure Date Value
2022 : ABD ASSOCIATES LLP PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-205,840
Expenses. Total of all expenses incurred2022-12-31$253,607
Benefits paid (including direct rollovers)2022-12-31$228,209
Total plan assets at end of year2022-12-31$3,775,532
Total plan assets at beginning of year2022-12-31$4,234,979
Total contributions received or receivable from participants2022-12-31$52,000
Other income received2022-12-31$-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 sources2021-12-31$450,517
Expenses. Total of all expenses incurred2021-12-31$114,248
Benefits paid (including direct rollovers)2021-12-31$88,484
Total plan assets at end of year2021-12-31$4,234,979
Total plan assets at beginning of year2021-12-31$3,898,710
Total contributions received or receivable from participants2021-12-31$52,000
Expenses. Other expenses not covered elsewhere2021-12-31$11,650
Other income received2021-12-31$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 sources2020-12-31$440,461
Expenses. Total of all expenses incurred2020-12-31$22,303
Benefits paid (including direct rollovers)2020-12-31$3,259
Total plan assets at end of year2020-12-31$3,898,710
Total plan assets at beginning of year2020-12-31$3,480,552
Total contributions received or receivable from participants2020-12-31$81,678
Other income received2020-12-31$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 sources2019-12-31$613,856
Expenses. Total of all expenses incurred2019-12-31$508,295
Benefits paid (including direct rollovers)2019-12-31$503,022
Total plan assets at end of year2019-12-31$3,480,552
Total plan assets at beginning of year2019-12-31$3,374,991
Total contributions received or receivable from participants2019-12-31$73,948
Other income received2019-12-31$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 sources2018-12-31$82,653
Expenses. Total of all expenses incurred2018-12-31$59,783
Benefits paid (including direct rollovers)2018-12-31$54,635
Total plan assets at end of year2018-12-31$3,374,991
Total plan assets at beginning of year2018-12-31$3,352,121
Total contributions received or receivable from participants2018-12-31$81,535
Other income received2018-12-31$-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 sources2017-12-31$406,929
Expenses. Total of all expenses incurred2017-12-31$62,030
Benefits paid (including direct rollovers)2017-12-31$57,664
Total plan assets at end of year2017-12-31$3,352,121
Total plan assets at beginning of year2017-12-31$3,007,222
Total contributions received or receivable from participants2017-12-31$66,702
Other income received2017-12-31$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 sources2016-12-31$356,387
Expenses. Total of all expenses incurred2016-12-31$39,939
Benefits paid (including direct rollovers)2016-12-31$39,939
Total plan assets at end of year2016-12-31$3,007,222
Total plan assets at beginning of year2016-12-31$2,690,774
Total contributions received or receivable from participants2016-12-31$92,827
Other income received2016-12-31$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 sources2015-12-31$114,042
Expenses. Total of all expenses incurred2015-12-31$49,940
Benefits paid (including direct rollovers)2015-12-31$49,940
Total plan assets at end of year2015-12-31$2,690,774
Total plan assets at beginning of year2015-12-31$2,626,672
Total contributions received or receivable from participants2015-12-31$45,770
Other income received2015-12-31$-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 sources2014-12-31$230,204
Expenses. Total of all expenses incurred2014-12-31$175,482
Benefits paid (including direct rollovers)2014-12-31$175,242
Total plan assets at end of year2014-12-31$2,626,672
Total plan assets at beginning of year2014-12-31$2,571,950
Total contributions received or receivable from participants2014-12-31$92,328
Other income received2014-12-31$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 sources2013-12-31$331,930
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,571,950
Total plan assets at beginning of year2013-12-31$2,240,020
Total contributions received or receivable from participants2013-12-31$91,649
Other income received2013-12-31$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 sources2012-12-31$333,704
Expenses. Total of all expenses incurred2012-12-31$152,077
Benefits paid (including direct rollovers)2012-12-31$152,077
Total plan assets at end of year2012-12-31$2,240,020
Total plan assets at beginning of year2012-12-31$2,058,393
Total contributions received or receivable from participants2012-12-31$107,240
Other income received2012-12-31$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 sources2011-12-31$150,881
Expenses. Total of all expenses incurred2011-12-31$112,913
Benefits paid (including direct rollovers)2011-12-31$112,913
Total plan assets at end of year2011-12-31$2,058,393
Total plan assets at beginning of year2011-12-31$2,020,425
Total contributions received or receivable from participants2011-12-31$74,731
Other income received2011-12-31$-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 sources2010-12-31$292,681
Total plan assets at end of year2010-12-31$2,020,425
Total plan assets at beginning of year2010-12-31$1,727,744
Total contributions received or receivable from participants2010-12-31$88,841
Other income received2010-12-31$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

2022: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ABD ASSOCIATES LLP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberGP 30082
Policy instance 1
Insurance contract or identification numberGP 30082
Number of Individuals Covered18
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 brokerMARKETING ALLOWANCE
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberGP 30082
Policy instance 1
Insurance contract or identification numberGP 30082
Number of Individuals Covered21
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $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 fees994
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberGP 30082
Policy instance 1
Insurance contract or identification numberGP 30082
Number of Individuals Covered23
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $838
Total amount of fees paid to insurance companyUSD $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 fees1662
Additional information about fees paid to insurance brokerPROFESSIONAL
Commission paid to Insurance BrokerUSD $838
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberGP 30082
Policy instance 1
Insurance contract or identification numberGP 30082
Number of Individuals Covered22
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 brokerMARKETING ALLOWANCE
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberGP 30082
Policy instance 1
Insurance contract or identification numberGP 30082
Number of Individuals Covered22
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,937
Total amount of fees paid to insurance companyUSD $2,274
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,937
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
Amount paid for insurance broker fees1275
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberGP 30082
Policy instance 1
Insurance contract or identification numberGP 30082
Number of Individuals Covered22
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 brokerTPA AWARDS
Insurance broker nameMERRILL LYNCH PIERCE FENNER
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberGP 30082
Policy instance 1
Insurance contract or identification numberGP 30082
Number of Individuals Covered20
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $19,365
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,365
Insurance broker nameMERRILL LYNCH

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