NOVICK, EDELSTEIN, LUBELL, RESIMAN, WASSERMAN & LEVENTHAL, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST
401k plan membership statisitcs for NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST
Measure | Date | Value |
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2023: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 28 |
Total of all active and inactive participants | 2023-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 67 |
Number of participants with account balances | 2023-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 29 |
Total of all active and inactive participants | 2022-01-01 | 66 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 66 |
Number of participants with account balances | 2022-01-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 8 |
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 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 67 |
Number of participants with account balances | 2021-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 26 |
Total of all active and inactive participants | 2020-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 70 |
Number of participants with account balances | 2020-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 18 |
Total of all active and inactive participants | 2019-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 63 |
Number of participants with account balances | 2019-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 20 |
Total of all active and inactive participants | 2018-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 70 |
Number of participants with account balances | 2018-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 21 |
Total of all active and inactive participants | 2017-01-01 | 66 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 67 |
Number of participants with account balances | 2017-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 20 |
Total of all active and inactive participants | 2016-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 61 |
Number of participants with account balances | 2016-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 19 |
Total of all active and inactive participants | 2015-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 62 |
Number of participants with account balances | 2015-01-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 39 |
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 | 18 |
Total of all active and inactive participants | 2014-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 57 |
Number of participants with account balances | 2014-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 38 |
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 | 20 |
Total of all active and inactive participants | 2013-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 59 |
Number of participants with account balances | 2013-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 57 |
Number of participants with account balances | 2012-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 42 |
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 | 11 |
Total of all active and inactive participants | 2011-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 54 |
Number of participants with account balances | 2011-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 9 |
Total of all active and inactive participants | 2010-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 53 |
Number of participants with account balances | 2010-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 42 |
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 | 16 |
Total of all active and inactive participants | 2009-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 59 |
Number of participants with account balances | 2009-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2023 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $1,770,250 |
Expenses. Total of all expenses incurred | 2023-12-31 | $217,079 |
Benefits paid (including direct rollovers) | 2023-12-31 | $208,339 |
Total plan assets at end of year | 2023-12-31 | $12,851,788 |
Total plan assets at beginning of year | 2023-12-31 | $11,298,617 |
Value of fidelity bond covering the plan | 2023-12-31 | $1,025,000 |
Total contributions received or receivable from participants | 2023-12-31 | $362,294 |
Other income received | 2023-12-31 | $1,150,340 |
Net income (gross income less expenses) | 2023-12-31 | $1,553,171 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $12,851,788 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $11,298,617 |
Assets. Value of participant loans | 2023-12-31 | $31,556 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $364,113 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $257,616 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $866 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $7,874 |
2022 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-833,884 |
Expenses. Total of all expenses incurred | 2022-12-31 | $670,439 |
Benefits paid (including direct rollovers) | 2022-12-31 | $666,828 |
Total plan assets at end of year | 2022-12-31 | $11,298,617 |
Total plan assets at beginning of year | 2022-12-31 | $12,802,940 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,025,000 |
Total contributions received or receivable from participants | 2022-12-31 | $317,886 |
Other income received | 2022-12-31 | $-1,370,108 |
Net income (gross income less expenses) | 2022-12-31 | $-1,504,323 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $11,298,617 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,802,940 |
Assets. Value of participant loans | 2022-12-31 | $48,698 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $379,201 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $218,338 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $3,611 |
2021 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $1,628,351 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,325,445 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,322,600 |
Total plan assets at end of year | 2021-12-31 | $12,802,940 |
Total plan assets at beginning of year | 2021-12-31 | $12,500,034 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,025,000 |
Total contributions received or receivable from participants | 2021-12-31 | $217,013 |
Other income received | 2021-12-31 | $1,289,708 |
Net income (gross income less expenses) | 2021-12-31 | $302,906 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $12,802,940 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,500,034 |
Assets. Value of participant loans | 2021-12-31 | $38,302 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $539,949 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $121,630 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,845 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $1,937,127 |
Expenses. Total of all expenses incurred | 2020-12-31 | $3,146,268 |
Benefits paid (including direct rollovers) | 2020-12-31 | $3,125,680 |
Total plan assets at end of year | 2020-12-31 | $12,500,034 |
Total plan assets at beginning of year | 2020-12-31 | $13,709,175 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,025,000 |
Total contributions received or receivable from participants | 2020-12-31 | $236,519 |
Other income received | 2020-12-31 | $1,546,597 |
Net income (gross income less expenses) | 2020-12-31 | $-1,209,141 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $12,500,034 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,709,175 |
Assets. Value of participant loans | 2020-12-31 | $63,127 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $372,400 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $154,011 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $20,588 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2019 401k financial data |
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Total plan liabilities at beginning of year | 2019-12-31 | $1,709 |
Total income from all sources | 2019-12-31 | $2,627,414 |
Expenses. Total of all expenses incurred | 2019-12-31 | $875,386 |
Benefits paid (including direct rollovers) | 2019-12-31 | $864,158 |
Total plan assets at end of year | 2019-12-31 | $13,709,175 |
Total plan assets at beginning of year | 2019-12-31 | $11,958,856 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,025,000 |
Total contributions received or receivable from participants | 2019-12-31 | $190,387 |
Other income received | 2019-12-31 | $2,306,541 |
Net income (gross income less expenses) | 2019-12-31 | $1,752,028 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $13,709,175 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,957,147 |
Assets. Value of participant loans | 2019-12-31 | $92,410 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $372,400 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $130,486 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $2,646 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $8,582 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $1,709 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-186,010 |
Expenses. Total of all expenses incurred | 2018-12-31 | $215,718 |
Benefits paid (including direct rollovers) | 2018-12-31 | $185,188 |
Total plan assets at end of year | 2018-12-31 | $11,958,856 |
Total plan assets at beginning of year | 2018-12-31 | $12,358,875 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,025,000 |
Total contributions received or receivable from participants | 2018-12-31 | $208,758 |
Other income received | 2018-12-31 | $-539,365 |
Net income (gross income less expenses) | 2018-12-31 | $-401,728 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $11,957,147 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,358,875 |
Assets. Value of participant loans | 2018-12-31 | $136,240 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $562,400 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $144,597 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $30,530 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $2,333,050 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,588,310 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,565,487 |
Total plan assets at end of year | 2017-12-31 | $12,358,875 |
Total plan assets at beginning of year | 2017-12-31 | $11,614,135 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,025,000 |
Total contributions received or receivable from participants | 2017-12-31 | $233,088 |
Other income received | 2017-12-31 | $1,951,361 |
Net income (gross income less expenses) | 2017-12-31 | $744,740 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $12,358,875 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,614,135 |
Assets. Value of participant loans | 2017-12-31 | $147,731 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $562,400 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $148,601 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $22,823 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,289,949 |
Expenses. Total of all expenses incurred | 2016-12-31 | $34,199 |
Benefits paid (including direct rollovers) | 2016-12-31 | $14,515 |
Total plan assets at end of year | 2016-12-31 | $11,614,135 |
Total plan assets at beginning of year | 2016-12-31 | $10,358,385 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,025,000 |
Total contributions received or receivable from participants | 2016-12-31 | $250,220 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $25,346 |
Other income received | 2016-12-31 | $823,354 |
Net income (gross income less expenses) | 2016-12-31 | $1,255,750 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $11,614,135 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,358,385 |
Assets. Value of participant loans | 2016-12-31 | $145,798 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $421,800 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $191,029 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $19,684 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $3,836 |
Total income from all sources | 2015-12-31 | $407,538 |
Expenses. Total of all expenses incurred | 2015-12-31 | $43,972 |
Benefits paid (including direct rollovers) | 2015-12-31 | $17,067 |
Total plan assets at end of year | 2015-12-31 | $10,358,385 |
Total plan assets at beginning of year | 2015-12-31 | $9,998,655 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,025,000 |
Total contributions received or receivable from participants | 2015-12-31 | $266,549 |
Other income received | 2015-12-31 | $-64,892 |
Net income (gross income less expenses) | 2015-12-31 | $363,566 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $10,358,385 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,994,819 |
Assets. Value of participant loans | 2015-12-31 | $109,331 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $329,672 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $205,881 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $26,905 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $3,836 |
Total plan liabilities at beginning of year | 2014-12-31 | $3,318 |
Total income from all sources | 2014-12-31 | $940,985 |
Expenses. Total of all expenses incurred | 2014-12-31 | $268,955 |
Benefits paid (including direct rollovers) | 2014-12-31 | $247,919 |
Total plan assets at end of year | 2014-12-31 | $9,998,655 |
Total plan assets at beginning of year | 2014-12-31 | $9,326,107 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,025,000 |
Total contributions received or receivable from participants | 2014-12-31 | $267,197 |
Other income received | 2014-12-31 | $509,043 |
Net income (gross income less expenses) | 2014-12-31 | $672,030 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $9,994,819 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,322,789 |
Assets. Value of participant loans | 2014-12-31 | $40,560 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $347,172 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $164,745 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $21,036 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2013 401k financial data |
---|
Total plan liabilities at end of year | 2013-12-31 | $3,318 |
Total income from all sources | 2013-12-31 | $1,616,231 |
Expenses. Total of all expenses incurred | 2013-12-31 | $47,416 |
Benefits paid (including direct rollovers) | 2013-12-31 | $30,067 |
Total plan assets at end of year | 2013-12-31 | $9,326,107 |
Total plan assets at beginning of year | 2013-12-31 | $7,753,974 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,025,000 |
Total contributions received or receivable from participants | 2013-12-31 | $284,060 |
Other income received | 2013-12-31 | $1,163,876 |
Net income (gross income less expenses) | 2013-12-31 | $1,568,815 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $9,322,789 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,753,974 |
Assets. Value of participant loans | 2013-12-31 | $53,352 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $360,232 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $168,295 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $17,349 |
2012 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,228,872 |
Expenses. Total of all expenses incurred | 2012-12-31 | $598,223 |
Benefits paid (including direct rollovers) | 2012-12-31 | $588,905 |
Total plan assets at end of year | 2012-12-31 | $7,753,974 |
Total plan assets at beginning of year | 2012-12-31 | $7,123,325 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,025,000 |
Total contributions received or receivable from participants | 2012-12-31 | $266,130 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $2,118 |
Other income received | 2012-12-31 | $798,545 |
Net income (gross income less expenses) | 2012-12-31 | $630,649 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,753,974 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,123,325 |
Assets. Value of participant loans | 2012-12-31 | $57,502 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $694,715 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $162,079 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $9,318 |
2011 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $158,832 |
Expenses. Total of all expenses incurred | 2011-12-31 | $64,994 |
Benefits paid (including direct rollovers) | 2011-12-31 | $57,320 |
Total plan assets at end of year | 2011-12-31 | $7,123,325 |
Total plan assets at beginning of year | 2011-12-31 | $7,029,487 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,025,000 |
Total contributions received or receivable from participants | 2011-12-31 | $262,399 |
Other income received | 2011-12-31 | $-268,997 |
Net income (gross income less expenses) | 2011-12-31 | $93,838 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $7,123,325 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,029,487 |
Assets. Value of participant loans | 2011-12-31 | $80,155 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $674,715 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $817,532 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $165,430 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $7,674 |
2010 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2010 401k financial data |
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Total plan liabilities at beginning of year | 2010-12-31 | $518 |
Total income from all sources | 2010-12-31 | $1,088,367 |
Expenses. Total of all expenses incurred | 2010-12-31 | $503,505 |
Benefits paid (including direct rollovers) | 2010-12-31 | $503,005 |
Total plan assets at end of year | 2010-12-31 | $7,029,487 |
Total plan assets at beginning of year | 2010-12-31 | $6,445,143 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,025,000 |
Total contributions received or receivable from participants | 2010-12-31 | $250,868 |
Other income received | 2010-12-31 | $684,418 |
Net income (gross income less expenses) | 2010-12-31 | $584,862 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,029,487 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,444,625 |
Assets. Value of participant loans | 2010-12-31 | $50,730 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $349,115 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $153,081 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $500 |
2023: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2018 form 5500 responses |
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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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2017 form 5500 responses |
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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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2016 form 5500 responses |
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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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2015 form 5500 responses |
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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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2014 form 5500 responses |
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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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |