PEARL, LEVY & CICALESE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PEARL, LEVY & CICALESE 401K PLAN
Measure | Date | Value |
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2014: PEARL, LEVY & CICALESE 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PEARL, LEVY & CICALESE 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PEARL, LEVY & CICALESE 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PEARL, LEVY & CICALESE 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: PEARL, LEVY & CICALESE 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 7 |
Number of participants with account balances | 2009-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2014 : PEARL, LEVY & CICALESE 401K PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $63,519 |
Expenses. Total of all expenses incurred | 2014-12-31 | $6,597 |
Total plan assets at end of year | 2014-12-31 | $616,882 |
Total plan assets at beginning of year | 2014-12-31 | $559,960 |
Value of fidelity bond covering the plan | 2014-12-31 | $75,000 |
Total contributions received or receivable from participants | 2014-12-31 | $26,445 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $6,597 |
Other income received | 2014-12-31 | $21,225 |
Net income (gross income less expenses) | 2014-12-31 | $56,922 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $616,882 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $559,960 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $15,849 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : PEARL, LEVY & CICALESE 401K PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $84,252 |
Expenses. Total of all expenses incurred | 2013-12-31 | $6,527 |
Total plan assets at end of year | 2013-12-31 | $559,960 |
Total plan assets at beginning of year | 2013-12-31 | $482,235 |
Total contributions received or receivable from participants | 2013-12-31 | $25,705 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $6,527 |
Other income received | 2013-12-31 | $42,958 |
Net income (gross income less expenses) | 2013-12-31 | $77,725 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $559,960 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $482,235 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $15,589 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : PEARL, LEVY & CICALESE 401K PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $86,308 |
Expenses. Total of all expenses incurred | 2012-12-31 | $87,442 |
Benefits paid (including direct rollovers) | 2012-12-31 | $83,882 |
Total plan assets at end of year | 2012-12-31 | $482,235 |
Total plan assets at beginning of year | 2012-12-31 | $483,369 |
Total contributions received or receivable from participants | 2012-12-31 | $24,580 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $3,560 |
Other income received | 2012-12-31 | $46,710 |
Net income (gross income less expenses) | 2012-12-31 | $-1,134 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $482,235 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $483,369 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $15,018 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : PEARL, LEVY & CICALESE 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $17,635 |
Expenses. Total of all expenses incurred | 2011-12-31 | $41,269 |
Benefits paid (including direct rollovers) | 2011-12-31 | $37,500 |
Total plan assets at end of year | 2011-12-31 | $483,369 |
Total plan assets at beginning of year | 2011-12-31 | $507,003 |
Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
Total contributions received or receivable from participants | 2011-12-31 | $18,540 |
Other income received | 2011-12-31 | $-12,961 |
Net income (gross income less expenses) | 2011-12-31 | $-23,634 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $483,369 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $507,003 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $12,056 |
Value of corrective distributions | 2011-12-31 | $3,769 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : PEARL, LEVY & CICALESE 401K PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $82,336 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,422 |
Total plan assets at end of year | 2010-12-31 | $507,003 |
Total plan assets at beginning of year | 2010-12-31 | $428,089 |
Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
Total contributions received or receivable from participants | 2010-12-31 | $23,010 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $3,422 |
Other income received | 2010-12-31 | $45,247 |
Net income (gross income less expenses) | 2010-12-31 | $78,914 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $507,003 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $428,089 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $14,079 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : PEARL, LEVY & CICALESE 401K PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2014: PEARL, LEVY & CICALESE 401K PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PEARL, LEVY & CICALESE 401K PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PEARL, LEVY & CICALESE 401K PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PEARL, LEVY & CICALESE 401K PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PEARL, LEVY & CICALESE 401K PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |