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LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameLEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP has sponsored the creation of one or more 401k plans.

Company Name:LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP
Employer identification number (EIN):223491267
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHAEL FORTUNATO2023-02-10
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MICHAEL FORTUNATO
0012017-01-01MICHAEL FORTUNATO
0012016-01-01MICHAEL FORTUNATO
0012015-01-01MICHAEL FORTUNATO
0012014-01-01MICHAEL FORTUNATO
0012013-01-01MICHAEL FORTUNATO MICHAEL FORTUNATO2014-05-14
0012012-01-01MICHAEL FORTUNATO
0012011-01-01MICHAEL FORTUNATO
0012010-01-01MICHAEL FORTUNATO
0012009-01-01MICHAEL FORTUNATO

Plan Statistics for LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2021: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0144
Total number of active participants reported on line 7a of the Form 55002021-01-0132
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0146
Number of participants with account balances2021-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0143
Total number of active participants reported on line 7a of the Form 55002020-01-0133
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0143
Number of participants with account balances2020-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0151
Total number of active participants reported on line 7a of the Form 55002019-01-0134
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0141
Number of participants with account balances2019-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0148
Total number of active participants reported on line 7a of the Form 55002018-01-0134
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0150
Number of participants with account balances2018-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0143
Total number of active participants reported on line 7a of the Form 55002017-01-0133
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0145
Number of participants with account balances2017-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0143
Total number of active participants reported on line 7a of the Form 55002016-01-0138
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0143
Number of participants with account balances2016-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0144
Total number of active participants reported on line 7a of the Form 55002015-01-0135
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0142
Number of participants with account balances2015-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0144
Total number of active participants reported on line 7a of the Form 55002014-01-0136
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0144
Number of participants with account balances2014-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0144
Total number of active participants reported on line 7a of the Form 55002013-01-0139
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0144
Number of participants with account balances2013-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0145
Total number of active participants reported on line 7a of the Form 55002012-01-0139
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0144
Number of participants with account balances2012-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0147
Total number of active participants reported on line 7a of the Form 55002011-01-0138
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0145
Number of participants with account balances2011-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0147
Total number of active participants reported on line 7a of the Form 55002010-01-0140
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0147
Number of participants with account balances2010-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0148
Total number of active participants reported on line 7a of the Form 55002009-01-0141
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0147
Number of participants with account balances2009-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2021 : LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,280,440
Expenses. Total of all expenses incurred2021-12-31$148,904
Benefits paid (including direct rollovers)2021-12-31$116,680
Total plan assets at end of year2021-12-31$11,390,529
Total plan assets at beginning of year2021-12-31$9,258,993
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$373,144
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,859,276
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,131,536
Net plan assets at end of year (total assets less liabilities)2021-12-31$11,390,529
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$9,258,993
Assets. Value of participant loans2021-12-31$37,395
Total contributions received or receivable from employer(s)2021-12-31$48,020
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$32,224
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,803,915
Expenses. Total of all expenses incurred2020-12-31$621,032
Benefits paid (including direct rollovers)2020-12-31$596,020
Total plan assets at end of year2020-12-31$9,258,993
Total plan assets at beginning of year2020-12-31$8,076,110
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$322,481
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$49,886
Other income received2020-12-31$1,372,864
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,182,883
Net plan assets at end of year (total assets less liabilities)2020-12-31$9,258,993
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,076,110
Assets. Value of participant loans2020-12-31$38,300
Total contributions received or receivable from employer(s)2020-12-31$58,684
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$25,012
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,934,447
Expenses. Total of all expenses incurred2019-12-31$401,693
Benefits paid (including direct rollovers)2019-12-31$377,615
Total plan assets at end of year2019-12-31$8,076,110
Total plan assets at beginning of year2019-12-31$6,543,356
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$298,882
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$52,210
Other income received2019-12-31$1,530,167
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,532,754
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,076,110
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,543,356
Assets. Value of participant loans2019-12-31$56,682
Total contributions received or receivable from employer(s)2019-12-31$53,188
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$24,078
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-108,059
Expenses. Total of all expenses incurred2018-12-31$54,882
Benefits paid (including direct rollovers)2018-12-31$34,332
Total plan assets at end of year2018-12-31$6,543,356
Total plan assets at beginning of year2018-12-31$6,706,297
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$317,281
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-497,473
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-162,941
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,543,356
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,706,297
Assets. Value of participant loans2018-12-31$102,623
Total contributions received or receivable from employer(s)2018-12-31$72,133
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$20,550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total income from all sources2017-12-31$1,414,946
Expenses. Total of all expenses incurred2017-12-31$116,251
Benefits paid (including direct rollovers)2017-12-31$102,353
Total plan assets at end of year2017-12-31$6,706,297
Total plan assets at beginning of year2017-12-31$5,407,602
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$331,581
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$69,975
Other income received2017-12-31$957,738
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,298,695
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,706,297
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,407,602
Assets. Value of participant loans2017-12-31$94,293
Total contributions received or receivable from employer(s)2017-12-31$55,652
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13,898
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$857,194
Expenses. Total of all expenses incurred2016-12-31$144,268
Benefits paid (including direct rollovers)2016-12-31$132,348
Total plan assets at end of year2016-12-31$5,407,602
Total plan assets at beginning of year2016-12-31$4,694,676
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$316,260
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$468,391
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$712,926
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,407,602
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,694,676
Assets. Value of participant loans2016-12-31$83,008
Total contributions received or receivable from employer(s)2016-12-31$72,543
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$11,920
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$390,064
Expenses. Total of all expenses incurred2015-12-31$625,597
Benefits paid (including direct rollovers)2015-12-31$614,409
Total plan assets at end of year2015-12-31$4,694,676
Total plan assets at beginning of year2015-12-31$4,930,209
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$329,361
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$33,080
Other income received2015-12-31$-37,628
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-235,533
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,694,676
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,930,209
Assets. Value of participant loans2015-12-31$20,567
Total contributions received or receivable from employer(s)2015-12-31$65,251
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$11,188
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$640,255
Expenses. Total of all expenses incurred2014-12-31$257,676
Benefits paid (including direct rollovers)2014-12-31$247,703
Total plan assets at end of year2014-12-31$4,930,209
Total plan assets at beginning of year2014-12-31$4,547,630
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$301,123
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$266,499
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$382,579
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,930,209
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,547,630
Assets. Value of participant loans2014-12-31$33,941
Total contributions received or receivable from employer(s)2014-12-31$72,633
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$9,973
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,104,148
Expenses. Total of all expenses incurred2013-12-31$8,023
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$4,547,630
Total plan assets at beginning of year2013-12-31$3,451,505
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$269,126
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$766,440
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,096,125
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,547,630
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,451,505
Assets. Value of participant loans2013-12-31$49,553
Total contributions received or receivable from employer(s)2013-12-31$68,582
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,023
2012 : LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$648,046
Expenses. Total of all expenses incurred2012-12-31$999,211
Benefits paid (including direct rollovers)2012-12-31$994,258
Total plan assets at end of year2012-12-31$3,451,505
Total plan assets at beginning of year2012-12-31$3,802,670
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$246,596
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$401,450
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-351,165
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,451,505
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,802,670
Assets. Value of participant loans2012-12-31$38,027
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,953
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$222,030
Expenses. Total of all expenses incurred2011-12-31$101,189
Benefits paid (including direct rollovers)2011-12-31$93,498
Total plan assets at end of year2011-12-31$3,802,670
Total plan assets at beginning of year2011-12-31$3,681,829
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$243,376
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-21,346
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$120,841
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,802,670
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,681,829
Assets. Value of participant loans2011-12-31$40,313
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$6,896
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$795
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$621,713
Expenses. Total of all expenses incurred2010-12-31$292,827
Benefits paid (including direct rollovers)2010-12-31$283,775
Total plan assets at end of year2010-12-31$3,681,829
Total plan assets at beginning of year2010-12-31$3,352,943
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$257,390
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$364,323
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$328,886
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,681,829
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,352,943
Assets. Value of participant loans2010-12-31$30,969
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$8,302
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN

2021: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT 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: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT 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: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT 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: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT 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: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT 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: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT 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: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT 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: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT 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: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT 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: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT 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
2010: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LEAF, MIELE, MANGANELLI, FORTUNATO & ENGEL, LLP EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-840620
Policy instance 1
Insurance contract or identification numberGA-840620
Number of Individuals Covered40
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,747
Total amount of fees paid to insurance companyUSD $1,149
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,747
Insurance broker organization code?3
Amount paid for insurance broker fees1149
Additional information about fees paid to insurance brokerTPA FEES
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-840620
Policy instance 1
Insurance contract or identification numberGA-840620
Number of Individuals Covered36
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,237
Total amount of fees paid to insurance companyUSD $846
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,237
Insurance broker organization code?3
Amount paid for insurance broker fees846
Additional information about fees paid to insurance brokerTPA FEES
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-840620
Policy instance 1
Insurance contract or identification numberGA-840620
Number of Individuals Covered32
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,772
Total amount of fees paid to insurance companyUSD $734
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,772
Insurance broker organization code?3
Amount paid for insurance broker fees734
Additional information about fees paid to insurance brokerTPA FEES
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-840620
Policy instance 1
Insurance contract or identification numberGA-840620
Number of Individuals Covered37
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,538
Total amount of fees paid to insurance companyUSD $527
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,538
Insurance broker organization code?3
Amount paid for insurance broker fees527
Additional information about fees paid to insurance brokerTPA FEES
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-840620
Policy instance 1
Insurance contract or identification numberGA-840620
Number of Individuals Covered37
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,528
Total amount of fees paid to insurance companyUSD $555
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,528
Insurance broker organization code?3
Amount paid for insurance broker fees555
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker namePRIME PENSIONS, INC.

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