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WILLIAM N. BERNSTEIN & ASSOCIATES, ARCHITECTS SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameWILLIAM N. BERNSTEIN & ASSOCIATES, ARCHITECTS SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

WILLIAM N. BERNSTEIN & ASSOCIATES, ARCHITECTS SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

WILLIAM N. BERNSTEIN & ASSOCIATES, ARCHITECTS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM N. BERNSTEIN & ASSOCIATES, ARCHITECTS, PLLC
Employer identification number (EIN):133919962
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM N. BERNSTEIN & ASSOCIATES, ARCHITECTS SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01WILLIAM BERNSTEIN2017-09-18
0012016-01-01WILLIAM BERNSTEIN2018-09-06
0012015-01-01WILLIAM BERNSTEIN2016-09-23
0012014-01-01WILLIAM BERNSTEIN2015-09-24
0012013-01-01WILLIAM BERNSTEIN2014-08-13
0012012-01-01WILLIAM BERNSTEIN2013-10-07
0012011-01-01WILLIAM BERNSTEIN2012-10-02
0012009-01-01WILLIAM BERNSTEIN
0012009-01-01WILLIAM BERNSTEIN

Plan Statistics for WILLIAM N. BERNSTEIN & ASSOCIATES, ARCHITECTS SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for WILLIAM N. BERNSTEIN & ASSOCIATES, ARCHITECTS SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2009: WILLIAM N. BERNSTEIN & ASSOCIATES, ARCHITECTS SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILLIAM N. BERNSTEIN & ASSOCIATES, ARCHITECTS SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2010 : WILLIAM N. BERNSTEIN & ASSOCIATES, ARCHITECTS SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$77,892
Expenses. Total of all expenses incurred2010-12-31$6,204
Total plan assets at end of year2010-12-31$351,575
Total plan assets at beginning of year2010-12-31$279,887
Expenses. Other expenses not covered elsewhere2010-12-31$6,204
Other income received2010-12-31$68,592
Net income (gross income less expenses)2010-12-31$71,688
Net plan assets at end of year (total assets less liabilities)2010-12-31$351,575
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$279,887
Total contributions received or receivable from employer(s)2010-12-31$9,300

Form 5500 Responses for WILLIAM N. BERNSTEIN & ASSOCIATES, ARCHITECTS SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

2009: WILLIAM N. BERNSTEIN & ASSOCIATES, ARCHITECTS SAFE HARBOR 401(K) PROFIT SHARING 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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