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HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 401k Plan overview

Plan NameHAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN
Plan identification number 002

HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covering Self-Employed individuals.
  • 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

HAFETZ AND ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:HAFETZ AND ASSOCIATES, LLC
Employer identification number (EIN):202067365
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about HAFETZ AND ASSOCIATES, LLC

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0600222208

More information about HAFETZ AND ASSOCIATES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01PAUL EISENSTEIN2023-11-21
0022022-01-01PAUL EISENSTEIN2023-02-16
0022021-01-01PAUL EISENSTEIN2022-04-27
0022020-01-01
0022019-01-01
0022018-01-01EVERETT PERRY
0022017-01-01EVERETT PERRY
0022016-01-01PAUL EISENSTEIN
0022015-01-01PAUL EISENSTEIN
0022014-01-01PAUL EISENSTEIN
0022013-01-01PAUL EISENSTEIN
0022012-01-01PAUL EISENSTEIN
0022011-01-01PAUL EISENSTEIN
0022009-01-01PAUL EISENSTEIN
0022009-01-01PAUL EISENSTEIN
0022009-01-01PAUL EISENSTEIN

Plan Statistics for HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN

401k plan membership statisitcs for HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN

Measure Date Value
2023: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2023 401k membership
Market value of plan assets2023-10-251,929,783
Acturial value of plan assets2023-10-251,929,783
Funding target for retired participants and beneficiaries receiving payment2023-10-250
Number of terminated vested participants2023-10-256
Fundng target for terminated vested participants2023-10-2565,542
Active participant vested funding target2023-10-251,765,675
Number of active participants2023-10-2522
Total funding liabilities for active participants2023-10-251,775,251
Total participant count2023-10-2528
Total funding target for all participants2023-10-251,840,793
Balance at beginning of prior year after applicable adjustments2023-10-250
Prefunding balance at beginning of prior year after applicable adjustments2023-10-25441,143
Carryover balanced portion elected for use to offset prior years funding requirement2023-10-250
Prefunding balanced used to offset prior years funding requirement2023-10-2513,953
Amount remaining of carryover balance2023-10-250
Amount remaining of prefunding balance2023-10-25427,190
Present value of excess contributions2023-10-250
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-10-250
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-10-250
Reductions in caryover balances due to elections or deemed elections2023-10-250
Reductions in prefunding balances due to elections or deemed elections2023-10-250
Balance of carryovers at beginning of current year2023-10-250
Balance of prefunding at beginning of current year2023-10-25377,551
Total employer contributions2023-10-250
Total employee contributions2023-10-250
Contributions allocated toward unpaid minimum require contributions from prior years2023-10-250
Contributions made to avoid restrictions adjusted to valuation date2023-10-250
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-10-250
Unpaid minimum required contributions for all prior years2023-10-250
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-10-250
Remaining amount of unpaid minimum required contributions2023-10-250
Minimum required contributions for current year target normal cost2023-10-25316,692
Net shortfall amortization installment of oustanding balance2023-10-25288,561
Waiver amortization installment2023-10-250
Total funding amount beforereflecting carryover/prefunding balances2023-10-25343,119
Carryover balance elected to use to offset funding requirement2023-10-250
Prefunding balance elected to use to offset funding requirement2023-10-25343,119
Additional cash requirement2023-10-250
Contributions allocatedtoward minimum required contributions for current year2023-10-250
Unpaid minimum required contributions for current year2023-10-250
Unpaid minimum required contributions for all years2023-10-250
2022: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-312,093,681
Acturial value of plan assets2022-12-312,093,681
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-315
Fundng target for terminated vested participants2022-12-3147,484
Active participant vested funding target2022-12-311,381,861
Number of active participants2022-12-3123
Total funding liabilities for active participants2022-12-311,383,501
Total participant count2022-12-3128
Total funding target for all participants2022-12-311,430,985
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31318,964
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31318,964
Present value of excess contributions2022-12-3185,125
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3189,517
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3189,517
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31441,143
Total employer contributions2022-12-3185,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3182,035
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31317,541
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3195,988
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-3113,953
Additional cash requirement2022-12-3182,035
Contributions allocatedtoward minimum required contributions for current year2022-12-3182,035
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-311,821,639
Acturial value of plan assets2021-12-311,821,639
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-315
Fundng target for terminated vested participants2021-12-3140,447
Active participant vested funding target2021-12-311,236,975
Number of active participants2021-12-3120
Total funding liabilities for active participants2021-12-311,237,701
Total participant count2021-12-3125
Total funding target for all participants2021-12-311,278,148
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31261,896
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31261,896
Present value of excess contributions2021-12-316,197
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-316,470
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-316,470
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31318,964
Total employer contributions2021-12-3187,573
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3185,125
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3183,517
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3185,125
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-311,454,804
Acturial value of plan assets2020-12-311,454,804
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-3112,434
Active participant vested funding target2020-12-311,162,664
Number of active participants2020-12-3122
Total funding liabilities for active participants2020-12-311,163,540
Total participant count2020-12-3123
Total funding target for all participants2020-12-311,175,974
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31233,200
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3119,599
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31213,601
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31261,896
Total employer contributions2020-12-3181,019
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3178,636
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3189,373
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3172,439
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3172,439
Contributions allocatedtoward minimum required contributions for current year2020-12-3178,636
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0122
Total number of active participants reported on line 7a of the Form 55002020-01-0118
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-311,114,083
Acturial value of plan assets2019-12-311,114,083
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-3113,277
Active participant vested funding target2019-12-31973,108
Number of active participants2019-12-3124
Total funding liabilities for active participants2019-12-31974,821
Total participant count2019-12-3126
Total funding target for all participants2019-12-31988,098
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31212,871
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31212,871
Present value of excess contributions2019-12-3126,186
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3127,652
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3127,652
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31233,200
Total employer contributions2019-12-3185,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3181,994
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3184,172
Net shortfall amortization installment of oustanding balance2019-12-31107,215
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31101,593
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3119,599
Additional cash requirement2019-12-3181,994
Contributions allocatedtoward minimum required contributions for current year2019-12-3181,994
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0125
Total number of active participants reported on line 7a of the Form 55002019-01-0121
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-311,073,261
Acturial value of plan assets2018-12-311,073,261
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-3117,822
Active participant vested funding target2018-12-31817,265
Number of active participants2018-12-3122
Total funding liabilities for active participants2018-12-31821,242
Total participant count2018-12-3125
Total funding target for all participants2018-12-31839,064
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31185,439
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-311,199
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31184,240
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31212,871
Total employer contributions2018-12-3186,418
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3183,150
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3178,290
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3156,964
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3156,964
Contributions allocatedtoward minimum required contributions for current year2018-12-3183,150
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0123
Total number of active participants reported on line 7a of the Form 55002018-01-0121
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31851,399
Acturial value of plan assets2017-12-31851,399
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-3114,731
Active participant vested funding target2017-12-31696,377
Number of active participants2017-12-3121
Total funding liabilities for active participants2017-12-31701,645
Total participant count2017-12-3124
Total funding target for all participants2017-12-31716,376
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31151,581
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31151,581
Present value of excess contributions2017-12-3123,004
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3124,384
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3124,384
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31185,439
Total employer contributions2017-12-3187,930
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3184,430
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3177,350
Net shortfall amortization installment of oustanding balance2017-12-3150,416
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3185,629
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-311,199
Additional cash requirement2017-12-3184,430
Contributions allocatedtoward minimum required contributions for current year2017-12-3184,430
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0122
Total number of active participants reported on line 7a of the Form 55002017-01-0119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31711,860
Acturial value of plan assets2016-12-31711,860
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-3115,873
Active participant vested funding target2016-12-31590,866
Number of active participants2016-12-3118
Total funding liabilities for active participants2016-12-31593,292
Total participant count2016-12-3121
Total funding target for all participants2016-12-31609,165
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31112,126
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31112,126
Present value of excess contributions2016-12-3137,356
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3139,668
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3139,668
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31151,581
Total employer contributions2016-12-3199,636
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3194,947
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3171,943
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3171,943
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3171,943
Contributions allocatedtoward minimum required contributions for current year2016-12-3194,947
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-0117
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN

Measure Date Value
2020 : HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$374,220
Expenses. Total of all expenses incurred2020-12-31$7,404
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,821,639
Total plan assets at beginning of year2020-12-31$1,454,823
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$293,202
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$366,816
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,821,639
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,454,823
Total contributions received or receivable from employer(s)2020-12-31$81,018
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$7,404
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$350,656
Expenses. Total of all expenses incurred2019-12-31$9,928
Benefits paid (including direct rollovers)2019-12-31$2,063
Total plan assets at end of year2019-12-31$1,454,823
Total plan assets at beginning of year2019-12-31$1,114,095
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$265,656
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$340,728
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,454,823
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,114,095
Total contributions received or receivable from employer(s)2019-12-31$85,000
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,865
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$58,160
Expenses. Total of all expenses incurred2018-12-31$17,334
Benefits paid (including direct rollovers)2018-12-31$8,026
Total plan assets at end of year2018-12-31$1,114,095
Total plan assets at beginning of year2018-12-31$1,073,269
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-28,258
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$40,826
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,114,095
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,073,269
Total contributions received or receivable from employer(s)2018-12-31$86,418
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$9,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$235,694
Expenses. Total of all expenses incurred2017-12-31$14,052
Benefits paid (including direct rollovers)2017-12-31$2,012
Total plan assets at end of year2017-12-31$1,073,269
Total plan assets at beginning of year2017-12-31$851,627
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$147,764
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$221,642
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,073,269
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$851,627
Total contributions received or receivable from employer(s)2017-12-31$87,930
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$12,040
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$154,791
Expenses. Total of all expenses incurred2016-12-31$15,528
Benefits paid (including direct rollovers)2016-12-31$5,607
Total plan assets at end of year2016-12-31$851,627
Total plan assets at beginning of year2016-12-31$712,364
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$55,155
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$139,263
Net plan assets at end of year (total assets less liabilities)2016-12-31$851,627
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$712,364
Total contributions received or receivable from employer(s)2016-12-31$99,636
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$9,921
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$108,801
Expenses. Total of all expenses incurred2015-12-31$10,293
Benefits paid (including direct rollovers)2015-12-31$6,963
Total plan assets at end of year2015-12-31$712,364
Total plan assets at beginning of year2015-12-31$613,856
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$2,114
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$98,508
Net plan assets at end of year (total assets less liabilities)2015-12-31$712,364
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$613,856
Total contributions received or receivable from employer(s)2015-12-31$106,687
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,330
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$101,735
Expenses. Total of all expenses incurred2014-12-31$3,831
Benefits paid (including direct rollovers)2014-12-31$3,831
Total plan assets at end of year2014-12-31$613,856
Total plan assets at beginning of year2014-12-31$515,952
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$29,726
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$97,904
Net plan assets at end of year (total assets less liabilities)2014-12-31$613,856
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$515,952
Total contributions received or receivable from employer(s)2014-12-31$72,009
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$134,939
Expenses. Total of all expenses incurred2013-12-31$7,927
Benefits paid (including direct rollovers)2013-12-31$1,018
Total plan assets at end of year2013-12-31$515,952
Total plan assets at beginning of year2013-12-31$388,940
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$6,909
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$62,663
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$127,012
Net plan assets at end of year (total assets less liabilities)2013-12-31$515,952
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$388,940
Total contributions received or receivable from employer(s)2013-12-31$72,276
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$83,068
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$388,940
Total plan assets at beginning of year2012-12-31$305,872
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$12,163
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$83,068
Net plan assets at end of year (total assets less liabilities)2012-12-31$388,940
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$305,872
Total contributions received or receivable from employer(s)2012-12-31$70,905
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$60,306
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$305,872
Total plan assets at beginning of year2011-12-31$245,566
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-424
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$60,306
Net plan assets at end of year (total assets less liabilities)2011-12-31$305,872
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$245,566
Total contributions received or receivable from employer(s)2011-12-31$60,730
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$68,429
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$245,566
Total plan assets at beginning of year2010-12-31$177,137
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$7,517
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$68,429
Net plan assets at end of year (total assets less liabilities)2010-12-31$245,566
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$177,137
Total contributions received or receivable from employer(s)2010-12-31$60,912
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN

2020: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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