Plan Name | BARNETT, EDELSTEIN, GROSS, KASS & LIEBER, P.C. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BARNETT, EDELSTEIN, GROSS, KASS & LIEBER, P.C. |
Employer identification number (EIN): | 133944457 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about BARNETT, EDELSTEIN, GROSS, KASS & LIEBER, P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1997-04-08 |
Company Identification Number: | 2131237 |
Legal Registered Office Address: |
122 EAST 42ND STREET SUITE 200 New York NEW YORK United States of America (USA) 10168 |
More information about BARNETT, EDELSTEIN, GROSS, KASS & LIEBER, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2011-01-01 | DONNA LASALA | |||
001 | 2009-01-01 | MICHAEL H. BARNETT |
Measure | Date | Value |
---|---|---|
2011: BARNETT, EDELSTEIN, GROSS, KASS & LIEBER, P.C. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 0 |
Number of participants with account balances | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: BARNETT, EDELSTEIN, GROSS, KASS & LIEBER, P.C. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 51 |
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 | 18 |
Total of all active and inactive participants | 2009-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 69 |
Number of participants with account balances | 2009-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
Measure | Date | Value |
---|---|---|
2011 : BARNETT, EDELSTEIN, GROSS, KASS & LIEBER, P.C. 401(K) PLAN 2011 401k financial data | ||
Total income from all sources | 2011-11-08 | $414,760 |
Expenses. Total of all expenses incurred | 2011-11-08 | $8,265,322 |
Benefits paid (including direct rollovers) | 2011-11-08 | $8,260,789 |
Total plan assets at end of year | 2011-11-08 | $0 |
Total plan assets at beginning of year | 2011-11-08 | $7,850,562 |
Value of fidelity bond covering the plan | 2011-11-08 | $600,000 |
Total contributions received or receivable from participants | 2011-11-08 | $227,425 |
Other income received | 2011-11-08 | $167,842 |
Net income (gross income less expenses) | 2011-11-08 | $-7,850,562 |
Net plan assets at end of year (total assets less liabilities) | 2011-11-08 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-11-08 | $7,850,562 |
Assets. Value of participant loans | 2011-11-08 | $0 |
Total contributions received or receivable from employer(s) | 2011-11-08 | $19,493 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-11-08 | $4,533 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-11-08 | $0 |
2010 : BARNETT, EDELSTEIN, GROSS, KASS & LIEBER, P.C. 401(K) PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $1,511,746 |
Expenses. Total of all expenses incurred | 2010-12-31 | $957,358 |
Benefits paid (including direct rollovers) | 2010-12-31 | $955,090 |
Total plan assets at end of year | 2010-12-31 | $7,850,562 |
Total plan assets at beginning of year | 2010-12-31 | $7,296,174 |
Value of fidelity bond covering the plan | 2010-12-31 | $600,000 |
Total contributions received or receivable from participants | 2010-12-31 | $387,211 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $148,716 |
Other income received | 2010-12-31 | $936,333 |
Net income (gross income less expenses) | 2010-12-31 | $554,388 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,850,562 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,296,174 |
Assets. Value of participant loans | 2010-12-31 | $63,212 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $39,486 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,268 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : BARNETT, EDELSTEIN, GROSS, KASS & LIEBER, P.C. 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2011: BARNETT, EDELSTEIN, GROSS, KASS & LIEBER, P.C. 401(K) PLAN 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 | Yes |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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 |
2009: BARNETT, EDELSTEIN, GROSS, KASS & LIEBER, P.C. 401(K) PLAN 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 |