Plan Name | LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LABELLA ASSOCIATES, D.P.C. |
Employer identification number (EIN): | 161115731 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Additional information about LABELLA ASSOCIATES, D.P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1978-08-17 |
Company Identification Number: | 506988 |
Legal Registered Office Address: |
300 STATE ST Monroe ROCHESTER United States of America (USA) 14614 |
More information about LABELLA ASSOCIATES, D.P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2021-11-01 | ||||
002 | 2020-11-01 | ||||
002 | 2019-11-01 | ||||
002 | 2018-11-01 | ||||
002 | 2017-11-01 | ||||
002 | 2016-11-01 | ROBERT PEPE | |||
002 | 2015-11-01 | ROBERT PEPE | |||
002 | 2014-11-01 | ROBERT PEPE | |||
002 | 2013-11-01 | ROBERT PEPE | |||
002 | 2012-11-01 | ROBERT PEPE | |||
002 | 2011-11-01 | ROBERT PEPE | |||
002 | 2010-11-01 | ROBERT PEPE | |||
002 | 2009-11-01 | ROBERT PEPE | |||
002 | 2008-11-01 |
Measure | Date | Value |
---|---|---|
2021: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-11-01 | 1,310 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 1,235 |
Number of retired or separated participants receiving benefits | 2021-11-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 261 |
Total of all active and inactive participants | 2021-11-01 | 1,497 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-11-01 | 3 |
Total participants | 2021-11-01 | 1,500 |
Number of participants with account balances | 2021-11-01 | 1,186 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-11-01 | 21 |
2020: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-11-01 | 1,006 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 951 |
Number of retired or separated participants receiving benefits | 2020-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 142 |
Total of all active and inactive participants | 2020-11-01 | 1,093 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-11-01 | 2 |
Total participants | 2020-11-01 | 1,095 |
Number of participants with account balances | 2020-11-01 | 844 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-11-01 | 3 |
2019: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-11-01 | 917 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 870 |
Number of retired or separated participants receiving benefits | 2019-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 107 |
Total of all active and inactive participants | 2019-11-01 | 977 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-11-01 | 1 |
Total participants | 2019-11-01 | 978 |
Number of participants with account balances | 2019-11-01 | 722 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-11-01 | 2 |
2018: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-11-01 | 697 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 630 |
Number of retired or separated participants receiving benefits | 2018-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 161 |
Total of all active and inactive participants | 2018-11-01 | 791 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-11-01 | 1 |
Total participants | 2018-11-01 | 792 |
Number of participants with account balances | 2018-11-01 | 650 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-11-01 | 7 |
2017: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-11-01 | 562 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 547 |
Number of retired or separated participants receiving benefits | 2017-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 131 |
Total of all active and inactive participants | 2017-11-01 | 678 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-11-01 | 0 |
Total participants | 2017-11-01 | 678 |
Number of participants with account balances | 2017-11-01 | 569 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-11-01 | 0 |
2016: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-11-01 | 844 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 499 |
Number of retired or separated participants receiving benefits | 2016-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 74 |
Total of all active and inactive participants | 2016-11-01 | 573 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-11-01 | 0 |
Total participants | 2016-11-01 | 573 |
Number of participants with account balances | 2016-11-01 | 449 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-11-01 | 1 |
2015: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-11-01 | 359 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 354 |
Number of retired or separated participants receiving benefits | 2015-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 69 |
Total of all active and inactive participants | 2015-11-01 | 423 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 0 |
Total participants | 2015-11-01 | 423 |
Number of participants with account balances | 2015-11-01 | 347 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 1 |
2014: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-11-01 | 275 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 268 |
Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 57 |
Total of all active and inactive participants | 2014-11-01 | 325 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 1 |
Total participants | 2014-11-01 | 326 |
Number of participants with account balances | 2014-11-01 | 276 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 2 |
2013: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-11-01 | 243 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 209 |
Number of retired or separated participants receiving benefits | 2013-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 50 |
Total of all active and inactive participants | 2013-11-01 | 259 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 0 |
Total participants | 2013-11-01 | 259 |
Number of participants with account balances | 2013-11-01 | 225 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 2 |
2012: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-11-01 | 210 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 194 |
Number of retired or separated participants receiving benefits | 2012-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 37 |
Total of all active and inactive participants | 2012-11-01 | 231 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 0 |
Total participants | 2012-11-01 | 231 |
Number of participants with account balances | 2012-11-01 | 193 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 1 |
2011: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-11-01 | 173 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 160 |
Number of retired or separated participants receiving benefits | 2011-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 35 |
Total of all active and inactive participants | 2011-11-01 | 195 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 1 |
Total participants | 2011-11-01 | 196 |
Number of participants with account balances | 2011-11-01 | 165 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 2 |
2010: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-11-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 126 |
Number of retired or separated participants receiving benefits | 2010-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-11-01 | 39 |
Total of all active and inactive participants | 2010-11-01 | 165 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-11-01 | 0 |
Total participants | 2010-11-01 | 165 |
Number of participants with account balances | 2010-11-01 | 150 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-11-01 | 1 |
2009: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-11-01 | 153 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 116 |
Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 36 |
Total of all active and inactive participants | 2009-11-01 | 152 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
Total participants | 2009-11-01 | 152 |
Number of participants with account balances | 2009-11-01 | 138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-10-31 | $0 |
Total transfer of assets to this plan | 2022-10-31 | $27,581,567 |
Total transfer of assets from this plan | 2022-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-31 | $0 |
Total income from all sources (including contributions) | 2022-10-31 | $-5,749,504 |
Total loss/gain on sale of assets | 2022-10-31 | $0 |
Total of all expenses incurred | 2022-10-31 | $7,148,784 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-10-31 | $7,034,446 |
Expenses. Certain deemed distributions of participant loans | 2022-10-31 | $13,156 |
Value of total corrective distributions | 2022-10-31 | $4,778 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-10-31 | $12,909,662 |
Value of total assets at end of year | 2022-10-31 | $94,773,349 |
Value of total assets at beginning of year | 2022-10-31 | $80,090,070 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-10-31 | $96,404 |
Total interest from all sources | 2022-10-31 | $32,492 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-10-31 | $4,076,025 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-10-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-10-31 | $4,076,025 |
Was this plan covered by a fidelity bond | 2022-10-31 | Yes |
Value of fidelity bond cover | 2022-10-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-10-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-10-31 | No |
Contributions received from participants | 2022-10-31 | $8,961,641 |
Participant contributions at end of year | 2022-10-31 | $778,058 |
Participant contributions at beginning of year | 2022-10-31 | $627,738 |
Participant contributions at end of year | 2022-10-31 | $588,879 |
Participant contributions at beginning of year | 2022-10-31 | $418,472 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-10-31 | $1,785,772 |
Other income not declared elsewhere | 2022-10-31 | $0 |
Administrative expenses (other) incurred | 2022-10-31 | $96,404 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-31 | No |
Value of net income/loss | 2022-10-31 | $-12,898,288 |
Value of net assets at end of year (total assets less liabilities) | 2022-10-31 | $94,773,349 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-10-31 | $80,090,070 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-10-31 | $89,268,640 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-10-31 | $77,085,908 |
Interest on participant loans | 2022-10-31 | $32,489 |
Value of interest in common/collective trusts at end of year | 2022-10-31 | $4,137,772 |
Value of interest in common/collective trusts at beginning of year | 2022-10-31 | $1,957,952 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-10-31 | $3 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-10-31 | $-22,882,132 |
Net investment gain or loss from common/collective trusts | 2022-10-31 | $114,449 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-10-31 | No |
Contributions received in cash from employer | 2022-10-31 | $2,162,249 |
Employer contributions (assets) at beginning of year | 2022-10-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-10-31 | $7,034,446 |
Did the plan have assets held for investment | 2022-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-10-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-10-31 | Unqualified |
Accountancy firm name | 2022-10-31 | MENGEL METZGER BARR & CO. LLP |
Accountancy firm EIN | 2022-10-31 | 161092347 |
2021 : LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-10-31 | $0 |
Total transfer of assets to this plan | 2021-10-31 | $0 |
Total transfer of assets from this plan | 2021-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-10-31 | $15,331 |
Total income from all sources (including contributions) | 2021-10-31 | $27,374,383 |
Total loss/gain on sale of assets | 2021-10-31 | $0 |
Total of all expenses incurred | 2021-10-31 | $2,290,495 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-10-31 | $2,225,434 |
Expenses. Certain deemed distributions of participant loans | 2021-10-31 | $106 |
Value of total corrective distributions | 2021-10-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-10-31 | $11,342,096 |
Value of total assets at end of year | 2021-10-31 | $80,090,070 |
Value of total assets at beginning of year | 2021-10-31 | $55,021,513 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-10-31 | $64,955 |
Total interest from all sources | 2021-10-31 | $28,676 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-10-31 | $2,096,208 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-10-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-10-31 | $2,096,208 |
Was this plan covered by a fidelity bond | 2021-10-31 | Yes |
Value of fidelity bond cover | 2021-10-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-10-31 | No |
Contributions received from participants | 2021-10-31 | $6,673,252 |
Participant contributions at end of year | 2021-10-31 | $627,738 |
Participant contributions at beginning of year | 2021-10-31 | $549,191 |
Participant contributions at end of year | 2021-10-31 | $418,472 |
Participant contributions at beginning of year | 2021-10-31 | $378,024 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-10-31 | $3,472,028 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-10-31 | $15,331 |
Other income not declared elsewhere | 2021-10-31 | $0 |
Administrative expenses (other) incurred | 2021-10-31 | $64,955 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-10-31 | No |
Value of net income/loss | 2021-10-31 | $25,083,888 |
Value of net assets at end of year (total assets less liabilities) | 2021-10-31 | $80,090,070 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-10-31 | $55,006,182 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-10-31 | $77,085,908 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-10-31 | $51,477,727 |
Interest on participant loans | 2021-10-31 | $28,676 |
Value of interest in common/collective trusts at end of year | 2021-10-31 | $1,957,952 |
Value of interest in common/collective trusts at beginning of year | 2021-10-31 | $2,616,571 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-10-31 | $13,862,200 |
Net investment gain or loss from common/collective trusts | 2021-10-31 | $45,203 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-10-31 | No |
Contributions received in cash from employer | 2021-10-31 | $1,196,816 |
Employer contributions (assets) at end of year | 2021-10-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-10-31 | $2,225,434 |
Did the plan have assets held for investment | 2021-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-10-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-10-31 | Disclaimer |
Accountancy firm name | 2021-10-31 | MENGEL METZGER BARR & CO., LLP |
Accountancy firm EIN | 2021-10-31 | 161092347 |
2020 : LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-10-31 | $0 |
Total transfer of assets to this plan | 2020-10-31 | $0 |
Total transfer of assets from this plan | 2020-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-10-31 | $15,331 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-10-31 | $0 |
Total income from all sources (including contributions) | 2020-10-31 | $10,839,292 |
Total loss/gain on sale of assets | 2020-10-31 | $0 |
Total of all expenses incurred | 2020-10-31 | $3,473,991 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-10-31 | $3,398,558 |
Expenses. Certain deemed distributions of participant loans | 2020-10-31 | $2,593 |
Value of total corrective distributions | 2020-10-31 | $15,331 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-10-31 | $7,282,308 |
Value of total assets at end of year | 2020-10-31 | $55,021,513 |
Value of total assets at beginning of year | 2020-10-31 | $47,640,881 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-10-31 | $57,509 |
Total interest from all sources | 2020-10-31 | $25,368 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-10-31 | $1,912,776 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-10-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-10-31 | $1,912,776 |
Was this plan covered by a fidelity bond | 2020-10-31 | Yes |
Value of fidelity bond cover | 2020-10-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-10-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-10-31 | No |
Contributions received from participants | 2020-10-31 | $5,330,222 |
Participant contributions at end of year | 2020-10-31 | $549,191 |
Participant contributions at beginning of year | 2020-10-31 | $419,099 |
Participant contributions at end of year | 2020-10-31 | $378,024 |
Participant contributions at beginning of year | 2020-10-31 | $348,146 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-10-31 | $981,920 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-10-31 | $15,331 |
Other income not declared elsewhere | 2020-10-31 | $3,190 |
Administrative expenses (other) incurred | 2020-10-31 | $57,509 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-10-31 | No |
Value of net income/loss | 2020-10-31 | $7,365,301 |
Value of net assets at end of year (total assets less liabilities) | 2020-10-31 | $55,006,182 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-10-31 | $47,640,881 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-10-31 | $51,477,727 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-10-31 | $45,474,321 |
Interest on participant loans | 2020-10-31 | $25,368 |
Value of interest in common/collective trusts at end of year | 2020-10-31 | $2,616,571 |
Value of interest in common/collective trusts at beginning of year | 2020-10-31 | $1,399,315 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-10-31 | $1,569,562 |
Net investment gain or loss from common/collective trusts | 2020-10-31 | $46,088 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-10-31 | No |
Contributions received in cash from employer | 2020-10-31 | $970,166 |
Employer contributions (assets) at end of year | 2020-10-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-10-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-10-31 | $3,398,558 |
Did the plan have assets held for investment | 2020-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-10-31 | Disclaimer |
Accountancy firm name | 2020-10-31 | MENGEL METZGER BARR & CO., LLP |
Accountancy firm EIN | 2020-10-31 | 161092347 |
2019 : LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-10-31 | $0 |
Total transfer of assets to this plan | 2019-10-31 | $0 |
Total transfer of assets from this plan | 2019-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-10-31 | $0 |
Total income from all sources (including contributions) | 2019-10-31 | $10,839,205 |
Total loss/gain on sale of assets | 2019-10-31 | $0 |
Total of all expenses incurred | 2019-10-31 | $2,538,443 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-10-31 | $2,468,269 |
Expenses. Certain deemed distributions of participant loans | 2019-10-31 | $29,366 |
Value of total corrective distributions | 2019-10-31 | $1,453 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-10-31 | $6,401,442 |
Value of total assets at end of year | 2019-10-31 | $47,640,881 |
Value of total assets at beginning of year | 2019-10-31 | $39,340,119 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-10-31 | $39,355 |
Total interest from all sources | 2019-10-31 | $25,363 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-10-31 | $1,677,051 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-10-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-10-31 | $1,677,051 |
Was this plan covered by a fidelity bond | 2019-10-31 | Yes |
Value of fidelity bond cover | 2019-10-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-10-31 | No |
Contributions received from participants | 2019-10-31 | $4,363,807 |
Participant contributions at end of year | 2019-10-31 | $419,099 |
Participant contributions at beginning of year | 2019-10-31 | $412,360 |
Participant contributions at end of year | 2019-10-31 | $348,146 |
Participant contributions at beginning of year | 2019-10-31 | $316,136 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-10-31 | $1,233,480 |
Other income not declared elsewhere | 2019-10-31 | $0 |
Administrative expenses (other) incurred | 2019-10-31 | $39,355 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-10-31 | No |
Value of net income/loss | 2019-10-31 | $8,300,762 |
Value of net assets at end of year (total assets less liabilities) | 2019-10-31 | $47,640,881 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-10-31 | $39,340,119 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-10-31 | $45,474,321 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-10-31 | $315,734 |
Interest on participant loans | 2019-10-31 | $23,825 |
Value of interest in common/collective trusts at end of year | 2019-10-31 | $1,399,315 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-10-31 | $38,295,889 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-10-31 | $38,295,889 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-10-31 | $1,538 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-10-31 | $2,700,063 |
Net investment gain or loss from common/collective trusts | 2019-10-31 | $35,286 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-10-31 | No |
Contributions received in cash from employer | 2019-10-31 | $804,155 |
Employer contributions (assets) at end of year | 2019-10-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-10-31 | $2,468,269 |
Did the plan have assets held for investment | 2019-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-10-31 | Disclaimer |
Accountancy firm name | 2019-10-31 | MENGEL METGER BARR & CO., LLP |
Accountancy firm EIN | 2019-10-31 | 161092347 |
2018 : LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-10-31 | $0 |
Total transfer of assets to this plan | 2018-10-31 | $1,861,326 |
Total transfer of assets from this plan | 2018-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-10-31 | $0 |
Total income from all sources (including contributions) | 2018-10-31 | $6,130,431 |
Total loss/gain on sale of assets | 2018-10-31 | $0 |
Total of all expenses incurred | 2018-10-31 | $1,254,818 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-10-31 | $1,144,799 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-10-31 | $4,948,274 |
Value of total assets at end of year | 2018-10-31 | $39,340,119 |
Value of total assets at beginning of year | 2018-10-31 | $32,603,180 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-10-31 | $110,019 |
Total interest from all sources | 2018-10-31 | $45,108 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-10-31 | No |
Was this plan covered by a fidelity bond | 2018-10-31 | Yes |
Value of fidelity bond cover | 2018-10-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-10-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-10-31 | No |
Contributions received from participants | 2018-10-31 | $3,379,045 |
Participant contributions at end of year | 2018-10-31 | $412,360 |
Participant contributions at beginning of year | 2018-10-31 | $396,882 |
Participant contributions at end of year | 2018-10-31 | $316,136 |
Participant contributions at beginning of year | 2018-10-31 | $185,931 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-10-31 | $986,646 |
Administrative expenses (other) incurred | 2018-10-31 | $110,019 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-10-31 | No |
Value of net income/loss | 2018-10-31 | $4,875,613 |
Value of net assets at end of year (total assets less liabilities) | 2018-10-31 | $39,340,119 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-10-31 | $32,603,180 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-10-31 | $315,734 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-10-31 | $30,005,392 |
Interest on participant loans | 2018-10-31 | $20,382 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-10-31 | $38,295,889 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-10-31 | $2,014,975 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-10-31 | $2,014,975 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-10-31 | $24,726 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-10-31 | $1,137,049 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-10-31 | No |
Contributions received in cash from employer | 2018-10-31 | $582,583 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-10-31 | $1,144,799 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-10-31 | Yes |
Did the plan have assets held for investment | 2018-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-10-31 | Disclaimer |
Accountancy firm name | 2018-10-31 | MENGEL METGER BARR & CO., LLP |
Accountancy firm EIN | 2018-10-31 | 161092347 |
2017 : LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-10-31 | $0 |
Total transfer of assets to this plan | 2017-10-31 | $1,222,205 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-10-31 | $0 |
Total income from all sources (including contributions) | 2017-10-31 | $9,026,569 |
Total loss/gain on sale of assets | 2017-10-31 | $0 |
Total of all expenses incurred | 2017-10-31 | $687,548 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-10-31 | $681,559 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-10-31 | $4,405,868 |
Value of total assets at end of year | 2017-10-31 | $32,603,180 |
Value of total assets at beginning of year | 2017-10-31 | $23,041,954 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-10-31 | $5,989 |
Total interest from all sources | 2017-10-31 | $46,575 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-10-31 | $310,949 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-10-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-10-31 | $310,949 |
Was this plan covered by a fidelity bond | 2017-10-31 | Yes |
Value of fidelity bond cover | 2017-10-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-10-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-10-31 | No |
Contributions received from participants | 2017-10-31 | $2,394,488 |
Participant contributions at end of year | 2017-10-31 | $396,882 |
Participant contributions at beginning of year | 2017-10-31 | $303,681 |
Participant contributions at end of year | 2017-10-31 | $185,931 |
Participant contributions at beginning of year | 2017-10-31 | $124,961 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-10-31 | $1,567,846 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-10-31 | No |
Value of net income/loss | 2017-10-31 | $8,339,021 |
Value of net assets at end of year (total assets less liabilities) | 2017-10-31 | $32,603,180 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-10-31 | $23,041,954 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-10-31 | No |
Investment advisory and management fees | 2017-10-31 | $1,853 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-10-31 | $30,005,392 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-10-31 | $20,934,168 |
Interest on participant loans | 2017-10-31 | $19,317 |
Income. Interest from loans (other than to participants) | 2017-10-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-10-31 | $2,014,975 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-10-31 | $1,679,144 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-10-31 | $1,679,144 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-10-31 | $27,258 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-10-31 | $4,263,177 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-10-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-10-31 | No |
Contributions received in cash from employer | 2017-10-31 | $443,534 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-10-31 | $681,559 |
Contract administrator fees | 2017-10-31 | $4,136 |
Did the plan have assets held for investment | 2017-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-10-31 | Disclaimer |
Accountancy firm name | 2017-10-31 | MENGEL METZGER BARR & CO., LLP |
Accountancy firm EIN | 2017-10-31 | 161092347 |
2016 : LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-10-31 | $0 |
Total income from all sources (including contributions) | 2016-10-31 | $4,391,278 |
Total loss/gain on sale of assets | 2016-10-31 | $0 |
Total of all expenses incurred | 2016-10-31 | $668,997 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-10-31 | $666,267 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-10-31 | $3,734,704 |
Value of total assets at end of year | 2016-10-31 | $23,041,954 |
Value of total assets at beginning of year | 2016-10-31 | $19,319,673 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-10-31 | $2,730 |
Total interest from all sources | 2016-10-31 | $13,489 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-10-31 | $242,416 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-10-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-10-31 | $242,416 |
Was this plan covered by a fidelity bond | 2016-10-31 | Yes |
Value of fidelity bond cover | 2016-10-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-10-31 | No |
Contributions received from participants | 2016-10-31 | $1,863,473 |
Participant contributions at end of year | 2016-10-31 | $303,681 |
Participant contributions at beginning of year | 2016-10-31 | $190,635 |
Participant contributions at end of year | 2016-10-31 | $124,961 |
Participant contributions at beginning of year | 2016-10-31 | $105,309 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-10-31 | $1,524,157 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-10-31 | No |
Value of net income/loss | 2016-10-31 | $3,722,281 |
Value of net assets at end of year (total assets less liabilities) | 2016-10-31 | $23,041,954 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-10-31 | $19,319,673 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-10-31 | $20,934,168 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-10-31 | $17,528,472 |
Interest on participant loans | 2016-10-31 | $13,489 |
Income. Interest from loans (other than to participants) | 2016-10-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-10-31 | $1,679,144 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-10-31 | $1,495,257 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-10-31 | $1,495,257 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-10-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-10-31 | $400,669 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-10-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-10-31 | No |
Contributions received in cash from employer | 2016-10-31 | $347,074 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-10-31 | $666,267 |
Contract administrator fees | 2016-10-31 | $2,730 |
Did the plan have assets held for investment | 2016-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-10-31 | Disclaimer |
Accountancy firm name | 2016-10-31 | MENGEL METZGER BARR & CO |
Accountancy firm EIN | 2016-10-31 | 161092347 |
2015 : LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-10-31 | $0 |
Total income from all sources (including contributions) | 2015-10-31 | $3,075,440 |
Total loss/gain on sale of assets | 2015-10-31 | $0 |
Total of all expenses incurred | 2015-10-31 | $1,176,259 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-10-31 | $1,173,409 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-10-31 | $2,920,617 |
Value of total assets at end of year | 2015-10-31 | $19,319,673 |
Value of total assets at beginning of year | 2015-10-31 | $17,420,492 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-10-31 | $2,850 |
Total interest from all sources | 2015-10-31 | $5,699 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-10-31 | $213,065 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-10-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-10-31 | $213,065 |
Was this plan covered by a fidelity bond | 2015-10-31 | Yes |
Value of fidelity bond cover | 2015-10-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-10-31 | No |
Contributions received from participants | 2015-10-31 | $1,410,432 |
Participant contributions at end of year | 2015-10-31 | $190,635 |
Participant contributions at beginning of year | 2015-10-31 | $76,089 |
Participant contributions at end of year | 2015-10-31 | $105,309 |
Participant contributions at beginning of year | 2015-10-31 | $83,466 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-10-31 | $1,213,177 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-10-31 | No |
Value of net income/loss | 2015-10-31 | $1,899,181 |
Value of net assets at end of year (total assets less liabilities) | 2015-10-31 | $19,319,673 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-10-31 | $17,420,492 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-10-31 | $17,528,472 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-10-31 | $16,754,158 |
Interest on participant loans | 2015-10-31 | $5,698 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-10-31 | $1,495,257 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-10-31 | $506,779 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-10-31 | $506,779 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-10-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-10-31 | $-63,941 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-10-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-10-31 | No |
Contributions received in cash from employer | 2015-10-31 | $297,008 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-10-31 | $1,173,409 |
Contract administrator fees | 2015-10-31 | $2,850 |
Did the plan have assets held for investment | 2015-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-10-31 | Disclaimer |
Accountancy firm name | 2015-10-31 | MENGEL METZGER BARR & CO |
Accountancy firm EIN | 2015-10-31 | 161092347 |
2014 : LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-10-31 | $0 |
Total income from all sources (including contributions) | 2014-10-31 | $3,122,107 |
Total loss/gain on sale of assets | 2014-10-31 | $0 |
Total of all expenses incurred | 2014-10-31 | $220,220 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-10-31 | $218,630 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-10-31 | $1,807,707 |
Value of total assets at end of year | 2014-10-31 | $17,420,492 |
Value of total assets at beginning of year | 2014-10-31 | $14,518,605 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-10-31 | $1,590 |
Total interest from all sources | 2014-10-31 | $4,138 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-10-31 | $192,860 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-10-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-10-31 | $192,860 |
Was this plan covered by a fidelity bond | 2014-10-31 | Yes |
Value of fidelity bond cover | 2014-10-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-10-31 | No |
Contributions received from participants | 2014-10-31 | $1,151,644 |
Participant contributions at end of year | 2014-10-31 | $76,089 |
Participant contributions at beginning of year | 2014-10-31 | $137,686 |
Participant contributions at end of year | 2014-10-31 | $83,466 |
Participant contributions at beginning of year | 2014-10-31 | $67,307 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-10-31 | $448,184 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-10-31 | No |
Value of net income/loss | 2014-10-31 | $2,901,887 |
Value of net assets at end of year (total assets less liabilities) | 2014-10-31 | $17,420,492 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-10-31 | $14,518,605 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-10-31 | $16,754,158 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-10-31 | $13,870,269 |
Interest on participant loans | 2014-10-31 | $4,083 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-10-31 | $506,779 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-10-31 | $443,343 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-10-31 | $443,343 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-10-31 | $55 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-10-31 | $1,117,402 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-10-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-10-31 | No |
Contributions received in cash from employer | 2014-10-31 | $207,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-10-31 | $218,630 |
Contract administrator fees | 2014-10-31 | $1,590 |
Did the plan have assets held for investment | 2014-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-10-31 | Disclaimer |
Accountancy firm name | 2014-10-31 | MENGEL METZGER BARR AND CO LLP |
Accountancy firm EIN | 2014-10-31 | 161092347 |
2013 : LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
Total income from all sources (including contributions) | 2013-10-31 | $3,558,513 |
Total loss/gain on sale of assets | 2013-10-31 | $0 |
Total of all expenses incurred | 2013-10-31 | $458,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-10-31 | $456,346 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-10-31 | $1,212,113 |
Value of total assets at end of year | 2013-10-31 | $14,518,605 |
Value of total assets at beginning of year | 2013-10-31 | $11,418,343 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-10-31 | $1,905 |
Total interest from all sources | 2013-10-31 | $184,358 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-10-31 | $215,658 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-10-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-10-31 | $215,658 |
Was this plan covered by a fidelity bond | 2013-10-31 | Yes |
Value of fidelity bond cover | 2013-10-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-10-31 | No |
Contributions received from participants | 2013-10-31 | $939,727 |
Participant contributions at end of year | 2013-10-31 | $137,686 |
Participant contributions at beginning of year | 2013-10-31 | $77,402 |
Participant contributions at end of year | 2013-10-31 | $67,307 |
Participant contributions at beginning of year | 2013-10-31 | $54,854 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-10-31 | $110,901 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
Value of net income/loss | 2013-10-31 | $3,100,262 |
Value of net assets at end of year (total assets less liabilities) | 2013-10-31 | $14,518,605 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-10-31 | $11,418,343 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-10-31 | $13,870,269 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-10-31 | $10,980,896 |
Interest on participant loans | 2013-10-31 | $6,978 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-10-31 | $443,343 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-10-31 | $305,191 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-10-31 | $305,191 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-10-31 | $177,380 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-10-31 | $1,946,384 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-10-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-10-31 | No |
Contributions received in cash from employer | 2013-10-31 | $161,485 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-10-31 | $456,346 |
Contract administrator fees | 2013-10-31 | $1,905 |
Did the plan have assets held for investment | 2013-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-10-31 | Disclaimer |
Accountancy firm name | 2013-10-31 | MENGEL METZGER BARR AND CO LLP |
Accountancy firm EIN | 2013-10-31 | 161092347 |
2012 : LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-10-31 | $0 |
Total income from all sources (including contributions) | 2012-10-31 | $2,242,170 |
Total loss/gain on sale of assets | 2012-10-31 | $0 |
Total of all expenses incurred | 2012-10-31 | $343,694 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-10-31 | $341,623 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-10-31 | $1,243,396 |
Value of total assets at end of year | 2012-10-31 | $11,418,343 |
Value of total assets at beginning of year | 2012-10-31 | $9,519,867 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-10-31 | $2,071 |
Total interest from all sources | 2012-10-31 | $4,515 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-10-31 | $178,908 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-10-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-10-31 | $178,908 |
Was this plan covered by a fidelity bond | 2012-10-31 | Yes |
Value of fidelity bond cover | 2012-10-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-10-31 | No |
Contributions received from participants | 2012-10-31 | $811,674 |
Participant contributions at end of year | 2012-10-31 | $77,402 |
Participant contributions at beginning of year | 2012-10-31 | $71,073 |
Participant contributions at end of year | 2012-10-31 | $54,854 |
Participant contributions at beginning of year | 2012-10-31 | $56,208 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-10-31 | $315,456 |
Administrative expenses (other) incurred | 2012-10-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
Value of net income/loss | 2012-10-31 | $1,898,476 |
Value of net assets at end of year (total assets less liabilities) | 2012-10-31 | $11,418,343 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-10-31 | $9,519,867 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-10-31 | $10,980,896 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-10-31 | $8,933,720 |
Interest on participant loans | 2012-10-31 | $4,509 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-10-31 | $305,191 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-10-31 | $458,866 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-10-31 | $458,866 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-10-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-10-31 | $815,351 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-10-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-10-31 | No |
Contributions received in cash from employer | 2012-10-31 | $116,266 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-10-31 | $341,623 |
Contract administrator fees | 2012-10-31 | $2,070 |
Did the plan have assets held for investment | 2012-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-10-31 | Disclaimer |
Accountancy firm name | 2012-10-31 | MENGEL METZGER BARR AND CO |
Accountancy firm EIN | 2012-10-31 | 161092347 |
2011 : LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-10-31 | $0 |
Total income from all sources (including contributions) | 2011-10-31 | $835,685 |
Total loss/gain on sale of assets | 2011-10-31 | $0 |
Total of all expenses incurred | 2011-10-31 | $230,169 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-10-31 | $229,372 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-10-31 | $891,946 |
Value of total assets at end of year | 2011-10-31 | $9,519,867 |
Value of total assets at beginning of year | 2011-10-31 | $8,914,351 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-10-31 | $797 |
Total interest from all sources | 2011-10-31 | $4,213 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-10-31 | $159,166 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-10-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-10-31 | $159,166 |
Was this plan covered by a fidelity bond | 2011-10-31 | Yes |
Value of fidelity bond cover | 2011-10-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-10-31 | No |
Contributions received from participants | 2011-10-31 | $779,247 |
Participant contributions at end of year | 2011-10-31 | $71,073 |
Participant contributions at beginning of year | 2011-10-31 | $99,950 |
Participant contributions at end of year | 2011-10-31 | $56,208 |
Participant contributions at beginning of year | 2011-10-31 | $50,311 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-10-31 | $59,876 |
Administrative expenses (other) incurred | 2011-10-31 | $2 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-10-31 | No |
Value of net income/loss | 2011-10-31 | $605,516 |
Value of net assets at end of year (total assets less liabilities) | 2011-10-31 | $9,519,867 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-10-31 | $8,914,351 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-10-31 | $8,933,720 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-10-31 | $8,283,746 |
Interest on participant loans | 2011-10-31 | $4,172 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-10-31 | $458,866 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-10-31 | $480,344 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-10-31 | $480,344 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-10-31 | $41 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-10-31 | $-219,640 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-10-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-10-31 | No |
Contributions received in cash from employer | 2011-10-31 | $52,823 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-10-31 | $229,372 |
Contract administrator fees | 2011-10-31 | $795 |
Did the plan have assets held for investment | 2011-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-10-31 | Disclaimer |
Accountancy firm name | 2011-10-31 | MENGEL METZGER BARR AND CO |
Accountancy firm EIN | 2011-10-31 | 161092347 |
2010 : LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-10-31 | $0 |
2021: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2021 form 5500 responses | ||
---|---|---|
2021-11-01 | Type of plan entity | Single employer plan |
2021-11-01 | Submission has been amended | No |
2021-11-01 | This submission is the final filing | No |
2021-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-11-01 | Plan is a collectively bargained plan | No |
2021-11-01 | Plan funding arrangement – Trust | Yes |
2021-11-01 | Plan benefit arrangement - Trust | Yes |
2020: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2020 form 5500 responses | ||
2020-11-01 | Type of plan entity | Single employer plan |
2020-11-01 | Submission has been amended | No |
2020-11-01 | This submission is the final filing | No |
2020-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-11-01 | Plan is a collectively bargained plan | No |
2020-11-01 | Plan funding arrangement – Trust | Yes |
2020-11-01 | Plan benefit arrangement - Trust | Yes |
2019: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2019 form 5500 responses | ||
2019-11-01 | Type of plan entity | Single employer plan |
2019-11-01 | Submission has been amended | No |
2019-11-01 | This submission is the final filing | No |
2019-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-11-01 | Plan is a collectively bargained plan | No |
2019-11-01 | Plan funding arrangement – Trust | Yes |
2019-11-01 | Plan benefit arrangement - Trust | Yes |
2018: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2018 form 5500 responses | ||
2018-11-01 | Type of plan entity | Single employer plan |
2018-11-01 | Submission has been amended | No |
2018-11-01 | This submission is the final filing | No |
2018-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-11-01 | Plan is a collectively bargained plan | No |
2018-11-01 | Plan funding arrangement – Trust | Yes |
2018-11-01 | Plan benefit arrangement - Trust | Yes |
2017: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2017 form 5500 responses | ||
2017-11-01 | Type of plan entity | Single employer plan |
2017-11-01 | Submission has been amended | No |
2017-11-01 | This submission is the final filing | No |
2017-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-11-01 | Plan is a collectively bargained plan | No |
2017-11-01 | Plan funding arrangement – Trust | Yes |
2017-11-01 | Plan benefit arrangement - Trust | Yes |
2016: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2016 form 5500 responses | ||
2016-11-01 | Type of plan entity | Single employer plan |
2016-11-01 | Submission has been amended | No |
2016-11-01 | This submission is the final filing | No |
2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-11-01 | Plan is a collectively bargained plan | No |
2016-11-01 | Plan funding arrangement – Trust | Yes |
2016-11-01 | Plan benefit arrangement - Trust | Yes |
2015: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2015 form 5500 responses | ||
2015-11-01 | Type of plan entity | Single employer plan |
2015-11-01 | Submission has been amended | No |
2015-11-01 | This submission is the final filing | No |
2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-11-01 | Plan is a collectively bargained plan | No |
2015-11-01 | Plan funding arrangement – Trust | Yes |
2015-11-01 | Plan benefit arrangement - Trust | Yes |
2014: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2014 form 5500 responses | ||
2014-11-01 | Type of plan entity | Single employer plan |
2014-11-01 | Submission has been amended | No |
2014-11-01 | This submission is the final filing | No |
2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-11-01 | Plan is a collectively bargained plan | No |
2014-11-01 | Plan funding arrangement – Trust | Yes |
2014-11-01 | Plan benefit arrangement - Trust | Yes |
2013: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2013 form 5500 responses | ||
2013-11-01 | Type of plan entity | Single employer plan |
2013-11-01 | Submission has been amended | No |
2013-11-01 | This submission is the final filing | No |
2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-11-01 | Plan is a collectively bargained plan | No |
2013-11-01 | Plan funding arrangement – Trust | Yes |
2013-11-01 | Plan benefit arrangement - Trust | Yes |
2012: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2012 form 5500 responses | ||
2012-11-01 | Type of plan entity | Single employer plan |
2012-11-01 | Submission has been amended | No |
2012-11-01 | This submission is the final filing | No |
2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-11-01 | Plan is a collectively bargained plan | No |
2012-11-01 | Plan funding arrangement – Trust | Yes |
2012-11-01 | Plan benefit arrangement - Trust | Yes |
2011: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2011 form 5500 responses | ||
2011-11-01 | Type of plan entity | Single employer plan |
2011-11-01 | Submission has been amended | No |
2011-11-01 | This submission is the final filing | No |
2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-11-01 | Plan is a collectively bargained plan | No |
2011-11-01 | Plan funding arrangement – Trust | Yes |
2011-11-01 | Plan benefit arrangement - Trust | Yes |
2010: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2010 form 5500 responses | ||
2010-11-01 | Type of plan entity | Single employer plan |
2010-11-01 | Submission has been amended | No |
2010-11-01 | This submission is the final filing | No |
2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-11-01 | Plan is a collectively bargained plan | No |
2010-11-01 | Plan funding arrangement – Trust | Yes |
2010-11-01 | Plan benefit arrangement - Trust | Yes |
2009: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2009 form 5500 responses | ||
2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Submission has been amended | No |
2009-11-01 | This submission is the final filing | No |
2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-11-01 | Plan is a collectively bargained plan | No |
2009-11-01 | Plan funding arrangement – Trust | Yes |
2009-11-01 | Plan benefit arrangement - Trust | Yes |
2008: LABELLA ASSOCIATES, PC PROFIT SHARING/401(K) PLAN 2008 form 5500 responses | ||
2008-11-01 | Type of plan entity | Single employer plan |
2008-11-01 | Submission has been amended | No |
2008-11-01 | This submission is the final filing | No |
2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-11-01 | Plan is a collectively bargained plan | No |