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WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 401k Plan overview

Plan NameWILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN
Plan identification number 001

WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILENTZ, GOLDMAN & SPITZER, PA has sponsored the creation of one or more 401k plans.

Company Name:WILENTZ, GOLDMAN & SPITZER, PA
Employer identification number (EIN):222292919
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EDWIN LEAVITT-GRUBERGER
0012016-01-01EDWIN LEAVITT GRUBERGER EDWIN LEAVITT GRUBERGER2017-10-10
0012015-01-01EDWIN LEAVITT-GRUBERGER
0012014-01-01EDWIN LEAVITT-GRUBERGER EDWIN LEAVITT-GRUBERGER2015-09-22
0012013-01-01EDWIN LEAVITT-GRUBERGER EDWIN LEAVITT-GRUBERGER2014-08-26
0012012-01-01EDWIN LEAVITT-GRUBERGER EDWIN LEAVITT-GRUBERGER2013-10-11
0012011-01-01EDWIN LEAVITT-GRUBERGER EDWIN LEEAVITT-GRUBERGER2012-10-05
0012009-01-01EDWIN LEAVITT-GRUBERGER

Plan Statistics for WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN

401k plan membership statisitcs for WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN

Measure Date Value
2022: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01344
Total number of active participants reported on line 7a of the Form 55002022-01-01219
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01124
Total of all active and inactive participants2022-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01349
Number of participants with account balances2022-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01322
Total number of active participants reported on line 7a of the Form 55002021-01-01215
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01124
Total of all active and inactive participants2021-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01344
Number of participants with account balances2021-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01346
Total number of active participants reported on line 7a of the Form 55002020-01-01192
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01125
Total of all active and inactive participants2020-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01322
Number of participants with account balances2020-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01357
Total number of active participants reported on line 7a of the Form 55002019-01-01228
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01110
Total of all active and inactive participants2019-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01346
Number of participants with account balances2019-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01496
Total number of active participants reported on line 7a of the Form 55002018-01-01237
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01115
Total of all active and inactive participants2018-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01357
Number of participants with account balances2018-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01520
Total number of active participants reported on line 7a of the Form 55002017-01-01246
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01243
Total of all active and inactive participants2017-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-01496
Number of participants with account balances2017-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01514
Total number of active participants reported on line 7a of the Form 55002016-01-01264
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01246
Total of all active and inactive participants2016-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-01520
Number of participants with account balances2016-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01525
Total number of active participants reported on line 7a of the Form 55002015-01-01266
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01236
Total of all active and inactive participants2015-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-01514
Number of participants with account balances2015-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01420
Total number of active participants reported on line 7a of the Form 55002014-01-01275
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01240
Total of all active and inactive participants2014-01-01515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-01525
Number of participants with account balances2014-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01468
Total number of active participants reported on line 7a of the Form 55002013-01-01272
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01145
Total of all active and inactive participants2013-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01420
Number of participants with account balances2013-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01482
Total number of active participants reported on line 7a of the Form 55002012-01-01304
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01163
Total of all active and inactive participants2012-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01468
Number of participants with account balances2012-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01681
Total number of active participants reported on line 7a of the Form 55002011-01-01325
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01156
Total of all active and inactive participants2011-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01482
Number of participants with account balances2011-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01512
Total number of active participants reported on line 7a of the Form 55002009-01-01428
Number of other retired or separated participants entitled to future benefits2009-01-0171
Total of all active and inactive participants2009-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01500
Number of participants with account balances2009-01-01322

Financial Data on WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN

Measure Date Value
2022 : WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$38,902
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-11,486,001
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,615,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,510,735
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,848,319
Value of total assets at end of year2022-12-31$81,954,093
Value of total assets at beginning of year2022-12-31$102,094,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$104,475
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$33,973
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,885,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,885,199
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,009,993
Participant contributions at end of year2022-12-31$748,865
Participant contributions at beginning of year2022-12-31$678,596
Participant contributions at end of year2022-12-31$428,426
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$160,150
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$38,902
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$104,475
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-20,101,211
Value of net assets at end of year (total assets less liabilities)2022-12-31$81,954,093
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$102,055,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$66,092,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$86,897,415
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$33,750
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$12,986,003
Value of interest in common/collective trusts at beginning of year2022-12-31$12,844,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$20,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$8,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$8,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$223
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,500,534
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$247,042
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,678,176
Employer contributions (assets) at end of year2022-12-31$1,678,176
Employer contributions (assets) at beginning of year2022-12-31$1,665,718
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,510,735
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN2022-12-31222027092
2021 : WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$38,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,405,221
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,634,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,515,335
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,341,178
Value of total assets at end of year2021-12-31$102,094,206
Value of total assets at beginning of year2021-12-31$92,284,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$119,066
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$40,466
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,791,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,791,379
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,045,419
Participant contributions at end of year2021-12-31$678,596
Participant contributions at beginning of year2021-12-31$695,621
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$630,041
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$38,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$119,066
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$9,770,820
Value of net assets at end of year (total assets less liabilities)2021-12-31$102,055,304
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$92,284,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$86,897,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$75,348,336
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$40,263
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$12,844,278
Value of interest in common/collective trusts at beginning of year2021-12-31$14,857,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$203
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,001,842
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$230,356
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,665,718
Employer contributions (assets) at end of year2021-12-31$1,665,718
Employer contributions (assets) at beginning of year2021-12-31$1,383,523
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,515,335
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN2021-12-31222127092
2020 : WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,092,201
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,273,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,160,838
Expenses. Certain deemed distributions of participant loans2020-12-31$-6,662
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,713,771
Value of total assets at end of year2020-12-31$92,284,484
Value of total assets at beginning of year2020-12-31$86,465,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$118,841
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$37,500
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,270,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,270,543
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,971,199
Participant contributions at end of year2020-12-31$695,621
Participant contributions at beginning of year2020-12-31$813,700
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$74,037
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$118,841
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$5,819,184
Value of net assets at end of year (total assets less liabilities)2020-12-31$92,284,484
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$86,465,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$75,348,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$73,325,604
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$37,500
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$14,857,004
Value of interest in common/collective trusts at beginning of year2020-12-31$10,888,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,773,451
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$296,936
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,668,535
Employer contributions (assets) at end of year2020-12-31$1,383,523
Employer contributions (assets) at beginning of year2020-12-31$1,437,647
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,160,838
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN2020-12-31222127092
2019 : WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,924,864
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,557,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,436,146
Expenses. Certain deemed distributions of participant loans2019-12-31$6,662
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,514,518
Value of total assets at end of year2019-12-31$86,465,300
Value of total assets at beginning of year2019-12-31$72,098,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$115,059
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$45,244
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,151,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,151,344
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,044,088
Participant contributions at end of year2019-12-31$813,700
Participant contributions at beginning of year2019-12-31$777,364
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$32,783
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$115,059
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$14,366,997
Value of net assets at end of year (total assets less liabilities)2019-12-31$86,465,300
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$72,098,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$73,325,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$59,694,585
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$42,334
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$10,888,349
Value of interest in common/collective trusts at beginning of year2019-12-31$11,541,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,910
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,968,854
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$244,904
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$1,437,647
Employer contributions (assets) at end of year2019-12-31$1,437,647
Employer contributions (assets) at beginning of year2019-12-31$84,460
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,436,146
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN2019-12-31222127092
2018 : WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,860
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-2,066,299
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,415,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,229,016
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,605,846
Value of total assets at end of year2018-12-31$72,098,303
Value of total assets at beginning of year2018-12-31$81,603,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$186,290
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$36,994
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,376,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,376,982
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,201,605
Participant contributions at end of year2018-12-31$777,364
Participant contributions at beginning of year2018-12-31$708,623
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$165,050
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$5,516
Administrative expenses (other) incurred2018-12-31$186,290
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$23,860
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-9,481,605
Value of net assets at end of year (total assets less liabilities)2018-12-31$72,098,303
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$81,579,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$59,694,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,003,967
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$36,994
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$11,541,511
Value of interest in common/collective trusts at beginning of year2018-12-31$50,889,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,386,894
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$1,295,257
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$239,191
Employer contributions (assets) at end of year2018-12-31$84,460
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,229,016
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN2018-12-31222127092
2017 : WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,278,355
Total unrealized appreciation/depreciation of assets2017-12-31$1,278,355
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,510
Total income from all sources (including contributions)2017-12-31$13,449,483
Total loss/gain on sale of assets2017-12-31$28,649
Total of all expenses incurred2017-12-31$4,572,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,201,090
Value of total corrective distributions2017-12-31$2,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,717,126
Value of total assets at end of year2017-12-31$81,603,768
Value of total assets at beginning of year2017-12-31$72,724,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$369,571
Total interest from all sources2017-12-31$33,093
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$248,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$248,766
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,244,921
Participant contributions at end of year2017-12-31$708,623
Participant contributions at beginning of year2017-12-31$721,164
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$225,870
Other income not declared elsewhere2017-12-31$2,325
Administrative expenses (other) incurred2017-12-31$369,571
Liabilities. Value of operating payables at end of year2017-12-31$23,860
Liabilities. Value of operating payables at beginning of year2017-12-31$21,510
Total non interest bearing cash at end of year2017-12-31$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,876,534
Value of net assets at end of year (total assets less liabilities)2017-12-31$81,579,908
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$72,703,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,003,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,441,203
Interest on participant loans2017-12-31$33,093
Value of interest in common/collective trusts at end of year2017-12-31$50,889,578
Value of interest in common/collective trusts at beginning of year2017-12-31$45,515,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,770,964
Net investment gain or loss from common/collective trusts2017-12-31$6,370,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$246,335
Employer contributions (assets) at beginning of year2017-12-31$47,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,201,090
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$734,400
Aggregate carrying amount (costs) on sale of assets2017-12-31$705,751
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN2017-12-31222127092
2016 : WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,887
Total income from all sources (including contributions)2016-12-31$7,630,190
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,663,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,328,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,554,144
Value of total assets at end of year2016-12-31$72,724,884
Value of total assets at beginning of year2016-12-31$69,758,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$334,424
Total interest from all sources2016-12-31$30,091
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$520,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$520,324
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,296,889
Participant contributions at end of year2016-12-31$721,164
Participant contributions at beginning of year2016-12-31$643,096
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$746
Other income not declared elsewhere2016-12-31$1,839
Administrative expenses (other) incurred2016-12-31$334,424
Liabilities. Value of operating payables at end of year2016-12-31$21,510
Liabilities. Value of operating payables at beginning of year2016-12-31$21,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,967,168
Value of net assets at end of year (total assets less liabilities)2016-12-31$72,703,374
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$69,736,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,441,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,177,946
Interest on participant loans2016-12-31$30,091
Value of interest in common/collective trusts at end of year2016-12-31$45,515,058
Value of interest in common/collective trusts at beginning of year2016-12-31$36,937,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,421,725
Net investment gain or loss from common/collective trusts2016-12-31$3,102,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$256,509
Employer contributions (assets) at end of year2016-12-31$47,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,328,598
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WITHUMSMITH & BROWN, P.C.
Accountancy firm EIN2016-12-31222127092
2015 : WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,805
Total income from all sources (including contributions)2015-12-31$5,471,567
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,756,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,377,849
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,524,488
Value of total assets at end of year2015-12-31$69,758,093
Value of total assets at beginning of year2015-12-31$69,044,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$378,742
Total interest from all sources2015-12-31$32,311
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,249,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,249,568
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,257,999
Participant contributions at end of year2015-12-31$643,096
Participant contributions at beginning of year2015-12-31$804,553
Participant contributions at beginning of year2015-12-31$3,781
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,004,823
Other income not declared elsewhere2015-12-31$711
Administrative expenses (other) incurred2015-12-31$378,742
Liabilities. Value of operating payables at end of year2015-12-31$21,887
Liabilities. Value of operating payables at beginning of year2015-12-31$22,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$714,976
Value of net assets at end of year (total assets less liabilities)2015-12-31$69,736,206
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$69,021,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$32,177,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,651,128
Interest on participant loans2015-12-31$32,311
Value of interest in common/collective trusts at end of year2015-12-31$36,937,051
Value of interest in common/collective trusts at beginning of year2015-12-31$36,540,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,938,748
Net investment gain or loss from common/collective trusts2015-12-31$603,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$261,666
Employer contributions (assets) at beginning of year2015-12-31$43,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,377,849
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WITHUMSMITH-BROWN, P.C.
Accountancy firm EIN2015-12-31222127092
2014 : WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,857
Total income from all sources (including contributions)2014-12-31$6,375,781
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,788,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,438,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,413,654
Value of total assets at end of year2014-12-31$69,044,035
Value of total assets at beginning of year2014-12-31$65,454,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$349,368
Total interest from all sources2014-12-31$33,037
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$855,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$855,627
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,152,186
Participant contributions at end of year2014-12-31$804,553
Participant contributions at beginning of year2014-12-31$822,336
Participant contributions at end of year2014-12-31$3,781
Participant contributions at beginning of year2014-12-31$472,929
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,103
Other income not declared elsewhere2014-12-31$870
Administrative expenses (other) incurred2014-12-31$349,368
Liabilities. Value of operating payables at end of year2014-12-31$22,805
Liabilities. Value of operating payables at beginning of year2014-12-31$20,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,587,578
Value of net assets at end of year (total assets less liabilities)2014-12-31$69,021,230
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$65,433,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$31,651,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,537,885
Interest on participant loans2014-12-31$33,037
Value of interest in common/collective trusts at end of year2014-12-31$36,540,957
Value of interest in common/collective trusts at beginning of year2014-12-31$34,580,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,726,006
Net investment gain or loss from common/collective trusts2014-12-31$1,346,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$259,365
Employer contributions (assets) at end of year2014-12-31$43,616
Employer contributions (assets) at beginning of year2014-12-31$40,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,438,835
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WITHUMSMITH & BROWN, P.C.
Accountancy firm EIN2014-12-31222127092
2013 : WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,543,598
Total unrealized appreciation/depreciation of assets2013-12-31$2,543,598
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,591
Total income from all sources (including contributions)2013-12-31$13,304,307
Total loss/gain on sale of assets2013-12-31$131,743
Total of all expenses incurred2013-12-31$2,686,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,240,131
Expenses. Certain deemed distributions of participant loans2013-12-31$83,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,560,430
Value of total assets at end of year2013-12-31$65,454,509
Value of total assets at beginning of year2013-12-31$54,833,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$363,197
Total interest from all sources2013-12-31$33,009
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$948,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$948,710
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,204,473
Participant contributions at end of year2013-12-31$822,336
Participant contributions at beginning of year2013-12-31$890,884
Participant contributions at end of year2013-12-31$472,929
Participant contributions at beginning of year2013-12-31$501,085
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$81,335
Other income not declared elsewhere2013-12-31$2,028
Administrative expenses (other) incurred2013-12-31$363,197
Liabilities. Value of operating payables at end of year2013-12-31$20,857
Liabilities. Value of operating payables at beginning of year2013-12-31$17,591
Total non interest bearing cash at beginning of year2013-12-31$3,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,617,545
Value of net assets at end of year (total assets less liabilities)2013-12-31$65,433,652
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$54,816,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,537,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$37,551,959
Interest on participant loans2013-12-31$33,009
Value of interest in common/collective trusts at end of year2013-12-31$34,580,616
Value of interest in common/collective trusts at beginning of year2013-12-31$15,845,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,878,115
Net investment gain or loss from common/collective trusts2013-12-31$4,206,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$274,622
Employer contributions (assets) at end of year2013-12-31$40,743
Employer contributions (assets) at beginning of year2013-12-31$41,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,240,131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,049,402
Aggregate carrying amount (costs) on sale of assets2013-12-31$917,659
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WITHUMSMITH & BROWN, P.C.
Accountancy firm EIN2013-12-31222127092
2012 : WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$808,466
Total unrealized appreciation/depreciation of assets2012-12-31$808,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,954,457
Total loss/gain on sale of assets2012-12-31$205,861
Total of all expenses incurred2012-12-31$5,845,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,495,589
Expenses. Certain deemed distributions of participant loans2012-12-31$33,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,520,791
Value of total assets at end of year2012-12-31$54,833,698
Value of total assets at beginning of year2012-12-31$52,706,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$316,038
Total interest from all sources2012-12-31$38,076
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$735,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$735,096
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,222,777
Participant contributions at end of year2012-12-31$890,884
Participant contributions at beginning of year2012-12-31$920,951
Participant contributions at end of year2012-12-31$501,085
Participant contributions at beginning of year2012-12-31$501,176
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,637
Other income not declared elsewhere2012-12-31$3,998
Administrative expenses (other) incurred2012-12-31$316,038
Liabilities. Value of operating payables at end of year2012-12-31$17,591
Total non interest bearing cash at end of year2012-12-31$3,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,109,335
Value of net assets at end of year (total assets less liabilities)2012-12-31$54,816,107
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$52,706,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$37,551,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$36,193,154
Interest on participant loans2012-12-31$38,076
Value of interest in common/collective trusts at end of year2012-12-31$15,845,166
Value of interest in common/collective trusts at beginning of year2012-12-31$15,071,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,801,414
Net investment gain or loss from common/collective trusts2012-12-31$840,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$288,377
Employer contributions (assets) at end of year2012-12-31$41,467
Employer contributions (assets) at beginning of year2012-12-31$20,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,495,589
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$6,509,865
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,304,004
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WITHUMSMITH&BROWN, PC
Accountancy firm EIN2012-12-31222027092
2011 : WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,466,215
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,450,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,060,574
Expenses. Certain deemed distributions of participant loans2011-12-31$64,661
Value of total corrective distributions2011-12-31$313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,550,066
Value of total assets at end of year2011-12-31$52,706,772
Value of total assets at beginning of year2011-12-31$53,691,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$325,031
Total interest from all sources2011-12-31$40,943
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$384,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$384,975
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,227,232
Participant contributions at end of year2011-12-31$920,951
Participant contributions at beginning of year2011-12-31$1,011,269
Participant contributions at end of year2011-12-31$501,176
Participant contributions at beginning of year2011-12-31$497,526
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,798
Other income not declared elsewhere2011-12-31$153,541
Administrative expenses (other) incurred2011-12-31$325,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-984,364
Value of net assets at end of year (total assets less liabilities)2011-12-31$52,706,772
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,691,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$36,193,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,857,726
Interest on participant loans2011-12-31$40,943
Value of interest in common/collective trusts at end of year2011-12-31$15,071,058
Value of interest in common/collective trusts at beginning of year2011-12-31$13,084,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,043,102
Net investment gain or loss from common/collective trusts2011-12-31$379,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$295,036
Employer contributions (assets) at end of year2011-12-31$20,433
Employer contributions (assets) at beginning of year2011-12-31$29,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,060,574
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$12,210,579
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WEISERMAZARS, LLP
Accountancy firm EIN2011-12-31131459550
2010 : WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,697,696
Total unrealized appreciation/depreciation of assets2010-12-31$3,697,696
Total transfer of assets to this plan2010-12-31$6,003,394
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,253,352
Total loss/gain on sale of assets2010-12-31$417,816
Total of all expenses incurred2010-12-31$1,368,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,105,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,536,523
Value of total assets at end of year2010-12-31$53,691,136
Value of total assets at beginning of year2010-12-31$41,802,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$263,045
Total interest from all sources2010-12-31$39,909
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$443,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,061,659
Participant contributions at end of year2010-12-31$1,011,269
Participant contributions at beginning of year2010-12-31$762,128
Participant contributions at end of year2010-12-31$497,526
Participant contributions at beginning of year2010-12-31$452,712
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$197,354
Other income not declared elsewhere2010-12-31$117,618
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,884,794
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,691,136
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,802,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$50,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,857,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,975,789
Interest on participant loans2010-12-31$39,909
Value of interest in common/collective trusts at end of year2010-12-31$13,084,487
Value of interest in common/collective trusts at beginning of year2010-12-31$10,382,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$277,510
Employer contributions (assets) at end of year2010-12-31$29,549
Employer contributions (assets) at beginning of year2010-12-31$60,622
Income. Dividends from common stock2010-12-31$443,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,105,513
Contract administrator fees2010-12-31$212,527
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$12,210,579
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$7,168,729
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$13,179,672
Aggregate carrying amount (costs) on sale of assets2010-12-31$12,761,856
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEISERMAZARS LLP
Accountancy firm EIN2010-12-31131459550

Form 5500 Responses for WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN

2022: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) 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: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) 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: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) 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: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) 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: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) 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: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) 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: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) 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: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) 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: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) 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: WILENTZ, GOLDMAN & SPITZER, P.A. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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