401k Plan data: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN plan

BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN
Plan identification number	001

BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
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

BRADFORD & MARZEC, LLC has sponsored the creation of one or more 401k plans.

Company Name: BRADFORD & MARZEC, LLC

Employer identification number (EIN): 261870753

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 ZELDA MARZEC
001 2015-01-01 ZELDA MARZEC
001 2014-01-01 EDWARD BRADFORD
001 2013-01-01 GORDON LEVY ZELDA MARZEC 2014-05-23
001 2012-01-01 ZELDA MARZEC
001 2011-01-01 ROSIE LOPEZ 2012-06-21 ZELDA MARZEC 2012-06-21
001 2010-01-01 ZELDA MARZEC 2011-07-07 ZELDA MARZEC 2011-07-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	ZELDA MARZEC
001	2015-01-01	ZELDA MARZEC
001	2014-01-01	EDWARD BRADFORD
001	2013-01-01	GORDON LEVY		ZELDA MARZEC	2014-05-23
001	2012-01-01	ZELDA MARZEC
001	2011-01-01	ROSIE LOPEZ	2012-06-21	ZELDA MARZEC	2012-06-21
001	2010-01-01	ZELDA MARZEC	2011-07-07	ZELDA MARZEC	2011-07-07

Plan Statistics for BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN

Measure Date Value
2016: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 37
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 45
Number of participants with account balances 2015-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 43
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 6
Total of all active and inactive participants 2014-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 49
Number of participants with account balances 2014-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 42
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 6
Total of all active and inactive participants 2013-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 48
Number of participants with account balances 2013-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 39
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 6
Total of all active and inactive participants 2012-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 45
Number of participants with account balances 2012-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4

Measure	Date	Value
2016: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	37
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	45
Number of participants with account balances	2015-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	43
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	6
Total of all active and inactive participants	2014-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	49
Number of participants with account balances	2014-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	42
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	6
Total of all active and inactive participants	2013-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	48
Number of participants with account balances	2013-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	39
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	6
Total of all active and inactive participants	2012-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	45
Number of participants with account balances	2012-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4

Financial Data on BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2016 : BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-10-31	$687,091
Expenses. Total of all expenses incurred	2016-10-31	$6,185,755
Benefits paid (including direct rollovers)	2016-10-31	$6,164,610
Total plan assets at end of year	2016-10-31	$0
Total plan assets at beginning of year	2016-10-31	$5,498,664
Value of fidelity bond covering the plan	2016-10-31	$500,000
Total contributions received or receivable from participants	2016-10-31	$159,945
Assets. Value of loans (other than to participants)	2016-10-31	$0
Other income received	2016-10-31	$386,181
Net income (gross income less expenses)	2016-10-31	$-5,498,664
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$5,498,664
Total contributions received or receivable from employer(s)	2016-10-31	$140,965
Expenses. Administrative service providers (salaries,fees and commissions)	2016-10-31	$21,145
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-10-31	$0
2015 : BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$376,742
Expenses. Total of all expenses incurred	2015-12-31	$246,685
Benefits paid (including direct rollovers)	2015-12-31	$233,788
Total plan assets at end of year	2015-12-31	$5,498,664
Total plan assets at beginning of year	2015-12-31	$5,368,607
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$389,602
Other income received	2015-12-31	$-23,623
Net income (gross income less expenses)	2015-12-31	$130,057
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,498,664
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,368,607
Assets. Value of participant loans	2015-12-31	$28,678
Total contributions received or receivable from employer(s)	2015-12-31	$10,763
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$12,897
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$652,292
Expenses. Total of all expenses incurred	2014-12-31	$3,264,570
Benefits paid (including direct rollovers)	2014-12-31	$3,249,203
Total plan assets at end of year	2014-12-31	$5,368,607
Total plan assets at beginning of year	2014-12-31	$7,980,885
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$340,056
Other income received	2014-12-31	$208,853
Net income (gross income less expenses)	2014-12-31	$-2,612,278
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,368,607
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,980,885
Assets. Value of participant loans	2014-12-31	$81,936
Total contributions received or receivable from employer(s)	2014-12-31	$103,383
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$15,367
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,437,727
Expenses. Total of all expenses incurred	2013-12-31	$147,113
Benefits paid (including direct rollovers)	2013-12-31	$138,005
Total plan assets at end of year	2013-12-31	$7,980,885
Total plan assets at beginning of year	2013-12-31	$6,690,271
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$335,118
Other income received	2013-12-31	$985,909
Net income (gross income less expenses)	2013-12-31	$1,290,614
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,980,885
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,690,271
Assets. Value of participant loans	2013-12-31	$98,400
Total contributions received or receivable from employer(s)	2013-12-31	$116,700
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,108
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,069,552
Expenses. Total of all expenses incurred	2012-12-31	$2,465,548
Benefits paid (including direct rollovers)	2012-12-31	$2,450,479
Total plan assets at end of year	2012-12-31	$6,690,271
Total plan assets at beginning of year	2012-12-31	$8,086,267
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$325,030
Other income received	2012-12-31	$633,772
Net income (gross income less expenses)	2012-12-31	$-1,395,996
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,690,271
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,086,267
Assets. Value of participant loans	2012-12-31	$94,312
Total contributions received or receivable from employer(s)	2012-12-31	$110,750
Value of corrective distributions	2012-12-31	$7,553
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,516
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN

2016: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
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: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
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: BRADFORD & MARZEC, LLC PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BRADFORD & MARZEC, LLC
Employer identification number (EIN):	261870753
NAIC Classification:	523900