ALTMAN & BARRETT ARCHITECTS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN
401k plan membership statisitcs for ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023: ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
| Total of all active and inactive participants | 2023-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 19 |
| Number of participants with account balances | 2023-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
| 2022: ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 16 |
| Number of participants with account balances | 2022-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
| 2021: ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 13 |
| Number of participants with account balances | 2021-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2019: ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 10 |
| Number of participants with account balances | 2019-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2011: ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $742,145 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $39,154 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $949 |
| Total plan assets at end of year | 2023-12-31 | $5,374,318 |
| Total plan assets at beginning of year | 2023-12-31 | $4,671,327 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $159,478 |
| Other income received | 2023-12-31 | $265,244 |
| Net income (gross income less expenses) | 2023-12-31 | $702,991 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,374,318 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,671,327 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $470,072 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $317,423 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $38,205 |
| 2022 : ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $334,433 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $4,671,327 |
| Total plan assets at beginning of year | 2022-12-31 | $4,336,894 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $128,405 |
| Other income received | 2022-12-31 | $-52,824 |
| Net income (gross income less expenses) | 2022-12-31 | $334,433 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,671,327 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,336,894 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $470,072 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $258,852 |
| 2021 : ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $336,898 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $440,000 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $440,000 |
| Total plan assets at end of year | 2021-12-31 | $4,336,894 |
| Total plan assets at beginning of year | 2021-12-31 | $4,439,996 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $105,345 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $39,205 |
| Other income received | 2021-12-31 | $-26,923 |
| Net income (gross income less expenses) | 2021-12-31 | $-103,102 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,336,894 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,439,996 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $470,072 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $219,271 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2019 : ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $838,761 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $3,829,510 |
| Total plan assets at beginning of year | 2019-12-31 | $2,990,749 |
| Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $67,126 |
| Other income received | 2019-12-31 | $650,802 |
| Net income (gross income less expenses) | 2019-12-31 | $838,761 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,829,510 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,990,749 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $340,514 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $120,833 |
| 2011 : ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $136,891 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $9,415 |
| Total plan assets at end of year | 2011-12-31 | $1,051,152 |
| Total plan assets at beginning of year | 2011-12-31 | $923,676 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $39,253 |
| Other income received | 2011-12-31 | $26,581 |
| Net income (gross income less expenses) | 2011-12-31 | $127,476 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,051,152 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $923,676 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $71,057 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $9,415 |
| 2010 : ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $174,947 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $923,676 |
| Total plan assets at beginning of year | 2010-12-31 | $748,729 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $39,193 |
| Other income received | 2010-12-31 | $123,375 |
| Net income (gross income less expenses) | 2010-12-31 | $174,947 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $923,676 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $748,729 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $12,379 |
| 2023: ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ALTMAN & BARRETT ARCHITECTS, P.C. RETIREMENT SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
