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NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameNOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST
Plan identification number 001

NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NOVICK, EDELSTEIN, LUBELL, RESIMAN, WASSERMAN & LEVENTHAL, PC has sponsored the creation of one or more 401k plans.

Company Name:NOVICK, EDELSTEIN, LUBELL, RESIMAN, WASSERMAN & LEVENTHAL, PC
Employer identification number (EIN):133163126
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HASKEL WEISS2024-06-24
0012022-01-01HASKEL WEISS2023-06-12
0012021-01-01HASKEL WEISS2022-06-13
0012020-01-01HASKEL WEISS2021-06-09
0012019-01-01HASKEL WEISS2020-08-31
0012018-01-01
0012017-01-01
0012016-01-01EUGENE REISMAN
0012015-01-01EUGENE REISMAN
0012014-01-01EUGENE REISMAN
0012013-01-01EUGENE REISMAN
0012012-01-01EUGENE REISMAN
0012011-01-01EUGENE REISMAN EUGENE REISMAN2012-04-13
0012010-01-01EUGENE REISMAN EUGENE REISMAN2011-04-25
0012009-01-01EUGENE REISMAN

Plan Statistics for 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
2023: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-0167
Total number of active participants reported on line 7a of the Form 55002023-01-0131
Number of retired or separated participants receiving benefits2023-01-018
Number of other retired or separated participants entitled to future benefits2023-01-0128
Total of all active and inactive participants2023-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0167
Number of participants with account balances2023-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0167
Total number of active participants reported on line 7a of the Form 55002022-01-0129
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0166
Number of participants with account balances2022-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0170
Total number of active participants reported on line 7a of the Form 55002021-01-0129
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0130
Total of all active and inactive participants2021-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0167
Number of participants with account balances2021-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0170
Total number of active participants reported on line 7a of the Form 55002020-01-0136
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0170
Number of participants with account balances2020-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0171
Total number of active participants reported on line 7a of the Form 55002019-01-0137
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0163
Number of participants with account balances2019-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0171
Total number of active participants reported on line 7a of the Form 55002018-01-0142
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0170
Number of participants with account balances2018-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0163
Total number of active participants reported on line 7a of the Form 55002017-01-0138
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0167
Number of participants with account balances2017-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0162
Total number of active participants reported on line 7a of the Form 55002016-01-0138
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0161
Number of participants with account balances2016-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0164
Total number of active participants reported on line 7a of the Form 55002015-01-0140
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0162
Number of participants with account balances2015-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0159
Total number of active participants reported on line 7a of the Form 55002014-01-0139
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0157
Number of participants with account balances2014-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0158
Total number of active participants reported on line 7a of the Form 55002013-01-0138
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0159
Number of participants with account balances2013-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0155
Total number of active participants reported on line 7a of the Form 55002012-01-0144
Number of retired or separated participants receiving benefits2012-01-0112
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0157
Number of participants with account balances2012-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0155
Total number of active participants reported on line 7a of the Form 55002011-01-0142
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0154
Number of participants with account balances2011-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0160
Total number of active participants reported on line 7a of the Form 55002010-01-0143
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-0153
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0157
Total number of active participants reported on line 7a of the Form 55002009-01-0142
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0159
Number of participants with account balances2009-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST

Measure Date Value
2023 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2023 401k financial data
Total income from all sources2023-12-31$1,770,250
Expenses. Total of all expenses incurred2023-12-31$217,079
Benefits paid (including direct rollovers)2023-12-31$208,339
Total plan assets at end of year2023-12-31$12,851,788
Total plan assets at beginning of year2023-12-31$11,298,617
Value of fidelity bond covering the plan2023-12-31$1,025,000
Total contributions received or receivable from participants2023-12-31$362,294
Other income received2023-12-31$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 loans2023-12-31$31,556
Assets. Value of assets in partnership/joint-venture interests2023-12-31$364,113
Total contributions received or receivable from employer(s)2023-12-31$257,616
Value of certain deemed distributions of participant loans2023-12-31$866
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$7,874
2022 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-12-31$-833,884
Expenses. Total of all expenses incurred2022-12-31$670,439
Benefits paid (including direct rollovers)2022-12-31$666,828
Total plan assets at end of year2022-12-31$11,298,617
Total plan assets at beginning of year2022-12-31$12,802,940
Value of fidelity bond covering the plan2022-12-31$1,025,000
Total contributions received or receivable from participants2022-12-31$317,886
Other income received2022-12-31$-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 loans2022-12-31$48,698
Assets. Value of assets in partnership/joint-venture interests2022-12-31$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
Total income from all sources2021-12-31$1,628,351
Expenses. Total of all expenses incurred2021-12-31$1,325,445
Benefits paid (including direct rollovers)2021-12-31$1,322,600
Total plan assets at end of year2021-12-31$12,802,940
Total plan assets at beginning of year2021-12-31$12,500,034
Value of fidelity bond covering the plan2021-12-31$1,025,000
Total contributions received or receivable from participants2021-12-31$217,013
Other income received2021-12-31$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 loans2021-12-31$38,302
Assets. Value of assets in partnership/joint-venture interests2021-12-31$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 securities2021-12-31$0
2020 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$1,937,127
Expenses. Total of all expenses incurred2020-12-31$3,146,268
Benefits paid (including direct rollovers)2020-12-31$3,125,680
Total plan assets at end of year2020-12-31$12,500,034
Total plan assets at beginning of year2020-12-31$13,709,175
Value of fidelity bond covering the plan2020-12-31$1,025,000
Total contributions received or receivable from participants2020-12-31$236,519
Other income received2020-12-31$1,546,597
Net income (gross income less expenses)2020-12-31$-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 loans2020-12-31$63,127
Assets. Value of assets in partnership/joint-venture interests2020-12-31$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 securities2020-12-31$0
2019 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$1,709
Total income from all sources2019-12-31$2,627,414
Expenses. Total of all expenses incurred2019-12-31$875,386
Benefits paid (including direct rollovers)2019-12-31$864,158
Total plan assets at end of year2019-12-31$13,709,175
Total plan assets at beginning of year2019-12-31$11,958,856
Value of fidelity bond covering the plan2019-12-31$1,025,000
Total contributions received or receivable from participants2019-12-31$190,387
Other income received2019-12-31$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 loans2019-12-31$92,410
Assets. Value of assets in partnership/joint-venture interests2019-12-31$372,400
Total contributions received or receivable from employer(s)2019-12-31$130,486
Value of certain deemed distributions of participant loans2019-12-31$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 securities2019-12-31$0
2018 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$1,709
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-186,010
Expenses. Total of all expenses incurred2018-12-31$215,718
Benefits paid (including direct rollovers)2018-12-31$185,188
Total plan assets at end of year2018-12-31$11,958,856
Total plan assets at beginning of year2018-12-31$12,358,875
Value of fidelity bond covering the plan2018-12-31$1,025,000
Total contributions received or receivable from participants2018-12-31$208,758
Other income received2018-12-31$-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 loans2018-12-31$136,240
Assets. Value of assets in partnership/joint-venture interests2018-12-31$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 securities2018-12-31$0
2017 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,333,050
Expenses. Total of all expenses incurred2017-12-31$1,588,310
Benefits paid (including direct rollovers)2017-12-31$1,565,487
Total plan assets at end of year2017-12-31$12,358,875
Total plan assets at beginning of year2017-12-31$11,614,135
Value of fidelity bond covering the plan2017-12-31$1,025,000
Total contributions received or receivable from participants2017-12-31$233,088
Other income received2017-12-31$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 loans2017-12-31$147,731
Assets. Value of assets in partnership/joint-venture interests2017-12-31$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 securities2017-12-31$0
2016 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,289,949
Expenses. Total of all expenses incurred2016-12-31$34,199
Benefits paid (including direct rollovers)2016-12-31$14,515
Total plan assets at end of year2016-12-31$11,614,135
Total plan assets at beginning of year2016-12-31$10,358,385
Value of fidelity bond covering the plan2016-12-31$1,025,000
Total contributions received or receivable from participants2016-12-31$250,220
Contributions received from other sources (not participants or employers)2016-12-31$25,346
Other income received2016-12-31$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 loans2016-12-31$145,798
Assets. Value of assets in partnership/joint-venture interests2016-12-31$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 securities2016-12-31$0
2015 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$3,836
Total income from all sources2015-12-31$407,538
Expenses. Total of all expenses incurred2015-12-31$43,972
Benefits paid (including direct rollovers)2015-12-31$17,067
Total plan assets at end of year2015-12-31$10,358,385
Total plan assets at beginning of year2015-12-31$9,998,655
Value of fidelity bond covering the plan2015-12-31$1,025,000
Total contributions received or receivable from participants2015-12-31$266,549
Other income received2015-12-31$-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 loans2015-12-31$109,331
Assets. Value of assets in partnership/joint-venture interests2015-12-31$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 securities2015-12-31$0
2014 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$3,836
Total plan liabilities at beginning of year2014-12-31$3,318
Total income from all sources2014-12-31$940,985
Expenses. Total of all expenses incurred2014-12-31$268,955
Benefits paid (including direct rollovers)2014-12-31$247,919
Total plan assets at end of year2014-12-31$9,998,655
Total plan assets at beginning of year2014-12-31$9,326,107
Value of fidelity bond covering the plan2014-12-31$1,025,000
Total contributions received or receivable from participants2014-12-31$267,197
Other income received2014-12-31$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 loans2014-12-31$40,560
Assets. Value of assets in partnership/joint-venture interests2014-12-31$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 securities2014-12-31$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 year2013-12-31$3,318
Total income from all sources2013-12-31$1,616,231
Expenses. Total of all expenses incurred2013-12-31$47,416
Benefits paid (including direct rollovers)2013-12-31$30,067
Total plan assets at end of year2013-12-31$9,326,107
Total plan assets at beginning of year2013-12-31$7,753,974
Value of fidelity bond covering the plan2013-12-31$1,025,000
Total contributions received or receivable from participants2013-12-31$284,060
Other income received2013-12-31$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 loans2013-12-31$53,352
Assets. Value of assets in partnership/joint-venture interests2013-12-31$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
Total income from all sources2012-12-31$1,228,872
Expenses. Total of all expenses incurred2012-12-31$598,223
Benefits paid (including direct rollovers)2012-12-31$588,905
Total plan assets at end of year2012-12-31$7,753,974
Total plan assets at beginning of year2012-12-31$7,123,325
Value of fidelity bond covering the plan2012-12-31$1,025,000
Total contributions received or receivable from participants2012-12-31$266,130
Contributions received from other sources (not participants or employers)2012-12-31$2,118
Other income received2012-12-31$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 loans2012-12-31$57,502
Assets. Value of assets in partnership/joint-venture interests2012-12-31$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
Total income from all sources2011-12-31$158,832
Expenses. Total of all expenses incurred2011-12-31$64,994
Benefits paid (including direct rollovers)2011-12-31$57,320
Total plan assets at end of year2011-12-31$7,123,325
Total plan assets at beginning of year2011-12-31$7,029,487
Value of fidelity bond covering the plan2011-12-31$1,025,000
Total contributions received or receivable from participants2011-12-31$262,399
Other income received2011-12-31$-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 loans2011-12-31$80,155
Assets. Value of assets in partnership/joint-venture interests2011-12-31$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 2510.3-1022011-12-31$817,532
Total contributions received or receivable from employer(s)2011-12-31$165,430
Value of certain deemed distributions of participant loans2011-12-31$7,674
2010 : NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$518
Total income from all sources2010-12-31$1,088,367
Expenses. Total of all expenses incurred2010-12-31$503,505
Benefits paid (including direct rollovers)2010-12-31$503,005
Total plan assets at end of year2010-12-31$7,029,487
Total plan assets at beginning of year2010-12-31$6,445,143
Value of fidelity bond covering the plan2010-12-31$1,025,000
Total contributions received or receivable from participants2010-12-31$250,868
Other income received2010-12-31$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 loans2010-12-31$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

Form 5500 Responses for NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST

2023: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NOVICK, EDELSTEIN, LUBELL, REISMAN, WASSERMAN & LEVENTHAL, PC 401(K) SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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