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OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameOSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST
Plan identification number 001

OSTAFIN DESIGN, LTD. RETIREMENT 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
  • 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

OSTAFIN DESIGN, LTD. has sponsored the creation of one or more 401k plans.

Company Name:OSTAFIN DESIGN, LTD.
Employer identification number (EIN):134126641
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about OSTAFIN DESIGN, LTD.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2000-07-10
Company Identification Number: 2529379
Legal Registered Office Address: ERIC A. JOHNSON
150 W 25TH ST / SUITE #1201
NEW YORK
United States of America (USA)
10001

More information about OSTAFIN DESIGN, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-07-01ERIC JOHNSON2021-07-19
0012019-07-01ERIC JOHNSON2020-11-18
0012018-07-01ERIC JOHNSON2020-04-02
0012017-07-01
0012016-07-01ERIC JOHNSON
0012015-07-01ERIC JOHNSON
0012014-07-01ERIC JOHNSON
0012013-07-01ERIC JOHNSON
0012012-07-01ERIC JOHNSON
0012011-07-01ERIC JOHNSON
0012010-07-01ERIC JOHNSON
0012009-07-01ERIC JOHNSON

Plan Statistics for OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST

Measure Date Value
2017: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-013
Total number of active participants reported on line 7a of the Form 55002017-07-012
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-011
Total of all active and inactive participants2017-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-013
Number of participants with account balances2017-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-013
2016: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-013
Total number of active participants reported on line 7a of the Form 55002016-07-012
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-011
Total of all active and inactive participants2016-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-013
Number of participants with account balances2016-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-013
Total number of active participants reported on line 7a of the Form 55002015-07-012
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-011
Total of all active and inactive participants2015-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-013
Number of participants with account balances2015-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-013
Total number of active participants reported on line 7a of the Form 55002014-07-012
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-011
Total of all active and inactive participants2014-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-013
Number of participants with account balances2014-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-013
Total number of active participants reported on line 7a of the Form 55002013-07-012
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-011
Total of all active and inactive participants2013-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-013
Number of participants with account balances2013-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-013
Total number of active participants reported on line 7a of the Form 55002012-07-012
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-011
Total of all active and inactive participants2012-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-013
Number of participants with account balances2012-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-014
Total number of active participants reported on line 7a of the Form 55002011-07-012
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-011
Total of all active and inactive participants2011-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-013
Number of participants with account balances2011-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-014
Total number of active participants reported on line 7a of the Form 55002010-07-012
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-012
Total of all active and inactive participants2010-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-014
Number of participants with account balances2010-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-014
Total number of active participants reported on line 7a of the Form 55002009-07-013
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-014
Number of participants with account balances2009-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST

Measure Date Value
2017 : OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$36,779
Expenses. Total of all expenses incurred2017-06-30$5,717
Benefits paid (including direct rollovers)2017-06-30$0
Total plan assets at end of year2017-06-30$321,724
Total plan assets at beginning of year2017-06-30$290,662
Value of fidelity bond covering the plan2017-06-30$29,067
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$36,779
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$31,062
Net plan assets at end of year (total assets less liabilities)2017-06-30$321,724
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$290,662
Total contributions received or receivable from employer(s)2017-06-30$0
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$5,717
2016 : OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$7,063
Expenses. Total of all expenses incurred2016-06-30$4,977
Benefits paid (including direct rollovers)2016-06-30$0
Total plan assets at end of year2016-06-30$290,662
Total plan assets at beginning of year2016-06-30$288,576
Value of fidelity bond covering the plan2016-06-30$28,858
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$7,063
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$2,086
Net plan assets at end of year (total assets less liabilities)2016-06-30$290,662
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$288,576
Total contributions received or receivable from employer(s)2016-06-30$0
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$4,977
2015 : OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-06-30$0
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$36,127
Expenses. Total of all expenses incurred2015-06-30$5,312
Benefits paid (including direct rollovers)2015-06-30$0
Total plan assets at end of year2015-06-30$288,576
Total plan assets at beginning of year2015-06-30$257,761
Value of fidelity bond covering the plan2015-06-30$25,777
Total contributions received or receivable from participants2015-06-30$0
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$6,127
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$30,815
Net plan assets at end of year (total assets less liabilities)2015-06-30$288,576
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$257,761
Total contributions received or receivable from employer(s)2015-06-30$30,000
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$5,312
2014 : OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$37,573
Expenses. Total of all expenses incurred2014-06-30$4,984
Benefits paid (including direct rollovers)2014-06-30$0
Total plan assets at end of year2014-06-30$257,761
Total plan assets at beginning of year2014-06-30$225,172
Value of fidelity bond covering the plan2014-06-30$15,000
Total contributions received or receivable from participants2014-06-30$0
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$37,573
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$32,589
Net plan assets at end of year (total assets less liabilities)2014-06-30$257,761
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$225,172
Total contributions received or receivable from employer(s)2014-06-30$0
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$4,984
2013 : OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$25,770
Expenses. Total of all expenses incurred2013-06-30$4,666
Benefits paid (including direct rollovers)2013-06-30$0
Total plan assets at end of year2013-06-30$225,172
Total plan assets at beginning of year2013-06-30$204,068
Value of fidelity bond covering the plan2013-06-30$15,000
Total contributions received or receivable from participants2013-06-30$0
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$25,770
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$21,104
Net plan assets at end of year (total assets less liabilities)2013-06-30$225,172
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$204,068
Total contributions received or receivable from employer(s)2013-06-30$0
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$4,666
2012 : OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$503
Expenses. Total of all expenses incurred2012-06-30$9,166
Benefits paid (including direct rollovers)2012-06-30$4,451
Total plan assets at end of year2012-06-30$204,068
Total plan assets at beginning of year2012-06-30$212,731
Value of fidelity bond covering the plan2012-06-30$15,000
Total contributions received or receivable from participants2012-06-30$0
Expenses. Other expenses not covered elsewhere2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$503
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$-8,663
Net plan assets at end of year (total assets less liabilities)2012-06-30$204,068
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$212,731
Total contributions received or receivable from employer(s)2012-06-30$0
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$4,715
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$36,463
Expenses. Total of all expenses incurred2011-06-30$2,752
Benefits paid (including direct rollovers)2011-06-30$0
Total plan assets at end of year2011-06-30$212,731
Total plan assets at beginning of year2011-06-30$179,020
Value of fidelity bond covering the plan2011-06-30$15,000
Total contributions received or receivable from participants2011-06-30$0
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$36,463
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$33,711
Net plan assets at end of year (total assets less liabilities)2011-06-30$212,731
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$179,020
Total contributions received or receivable from employer(s)2011-06-30$0
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$2,752

Form 5500 Responses for OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST

2017: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: OSTAFIN DESIGN, LTD. RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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