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LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 401k Plan overview

Plan NameLERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST
Plan identification number 001

LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LERNER, SAMPSON, & ROTHFUSS, L.P.A. has sponsored the creation of one or more 401k plans.

Company Name:LERNER, SAMPSON, & ROTHFUSS, L.P.A.
Employer identification number (EIN):310864957
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01RICHARD ROTHFUSS2022-10-17
0012020-01-01JAN LONGBOTTOM2021-10-09
0012019-01-01JAN DORGAN2020-09-23
0012018-01-01JAN DORGAN2019-09-19
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JANIS M. DORGAN JANIS M. DORGAN2015-10-01
0012013-01-01JANIS M DORGAN JANIS M DORGAN2014-10-08
0012012-01-01JANIS M DORGAN JANIS M DORGAN2013-10-10
0012011-01-01JANIS M DORGAN
0012010-01-01JANIS M DORGAN JANIS M DORGAN2011-10-03
0012009-01-01JANIS M DORGAN
0012009-01-01

Plan Statistics for LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST

401k plan membership statisitcs for LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST

Measure Date Value
2021: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01242
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0176
Total of all active and inactive participants2021-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0176
Number of participants with account balances2021-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01285
Total number of active participants reported on line 7a of the Form 55002020-01-01111
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01131
Total of all active and inactive participants2020-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01242
Number of participants with account balances2020-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01300
Total number of active participants reported on line 7a of the Form 55002019-01-01169
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01115
Total of all active and inactive participants2019-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01285
Number of participants with account balances2019-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01325
Total number of active participants reported on line 7a of the Form 55002018-01-01193
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01107
Total of all active and inactive participants2018-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01300
Number of participants with account balances2018-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01572
Total number of active participants reported on line 7a of the Form 55002017-01-01218
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01107
Total of all active and inactive participants2017-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01325
Number of participants with account balances2017-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01517
Total number of active participants reported on line 7a of the Form 55002016-01-01468
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01104
Total of all active and inactive participants2016-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01572
Number of participants with account balances2016-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01462
Total number of active participants reported on line 7a of the Form 55002015-01-01484
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01517
Number of participants with account balances2015-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01554
Total number of active participants reported on line 7a of the Form 55002014-01-01365
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0196
Total of all active and inactive participants2014-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01462
Number of participants with account balances2014-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0130
2013: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01611
Total number of active participants reported on line 7a of the Form 55002013-01-01463
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0189
Total of all active and inactive participants2013-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01552
Number of participants with account balances2013-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0141
2012: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01683
Total number of active participants reported on line 7a of the Form 55002012-01-01524
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0180
Total of all active and inactive participants2012-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01604
Number of participants with account balances2012-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0161
2011: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01878
Total number of active participants reported on line 7a of the Form 55002011-01-01607
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01670
Number of participants with account balances2011-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0167
2010: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01868
Total number of active participants reported on line 7a of the Form 55002010-01-01803
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0169
Total of all active and inactive participants2010-01-01872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01872
Number of participants with account balances2010-01-01651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0146
2009: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01757
Total number of active participants reported on line 7a of the Form 55002009-01-01816
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01857
Number of participants with account balances2009-01-01591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0136

Financial Data on LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST

Measure Date Value
2021 : LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,211,271
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$33,659,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$33,570,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$252,251
Value of total assets at end of year2021-12-31$24,193
Value of total assets at beginning of year2021-12-31$29,472,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$88,641
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$794,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$794,758
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$206,791
Total non interest bearing cash at end of year2021-12-31$21,754
Total non interest bearing cash at beginning of year2021-12-31$12,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-29,447,897
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,193
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,472,090
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
Investment advisory and management fees2021-12-31$27,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,118,931
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$2,223,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,133,461
Net investment gain or loss from common/collective trusts2021-12-31$30,801
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
Contributions received in cash from employer2021-12-31$45,460
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$117,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$33,570,527
Contract administrator fees2021-12-31$61,077
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2021-12-31310796034
2020 : LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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
Total income from all sources (including contributions)2020-12-31$4,248,189
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,468,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,362,236
Value of total corrective distributions2020-12-31$44,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$572,881
Value of total assets at end of year2020-12-31$29,472,090
Value of total assets at beginning of year2020-12-31$27,691,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,892
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$991,424
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$991,424
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$424,775
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$30,426
Total non interest bearing cash at end of year2020-12-31$12,086
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
Value of net income/loss2020-12-31$1,780,122
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,472,090
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,691,968
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
Investment advisory and management fees2020-12-31$24,507
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,118,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,487,999
Value of interest in common/collective trusts at end of year2020-12-31$2,223,393
Value of interest in common/collective trusts at beginning of year2020-12-31$2,006,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,632,897
Net investment gain or loss from common/collective trusts2020-12-31$50,987
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
Contributions received in cash from employer2020-12-31$117,680
Employer contributions (assets) at end of year2020-12-31$117,680
Employer contributions (assets) at beginning of year2020-12-31$197,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,362,236
Contract administrator fees2020-12-31$36,385
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2020-12-31310796034
2019 : LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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
Total income from all sources (including contributions)2019-12-31$6,461,716
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,296,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,215,339
Value of total corrective distributions2019-12-31$51,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$972,245
Value of total assets at end of year2019-12-31$27,691,968
Value of total assets at beginning of year2019-12-31$24,526,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,789
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$988,532
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$988,532
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$659,636
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$114,775
Administrative expenses (other) incurred2019-12-31$4,553
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
Value of net income/loss2019-12-31$3,165,262
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,691,968
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,526,706
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
Investment advisory and management fees2019-12-31$10,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,487,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,866,706
Value of interest in common/collective trusts at end of year2019-12-31$2,006,830
Value of interest in common/collective trusts at beginning of year2019-12-31$2,410,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,440,293
Net investment gain or loss from common/collective trusts2019-12-31$60,646
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
Contributions received in cash from employer2019-12-31$197,834
Employer contributions (assets) at end of year2019-12-31$197,139
Employer contributions (assets) at beginning of year2019-12-31$249,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,215,339
Contract administrator fees2019-12-31$14,991
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
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 name2019-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2019-12-31310796034
2018 : LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$-722,666
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,287,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,250,826
Value of total corrective distributions2018-12-31$33,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,011,728
Value of total assets at end of year2018-12-31$24,526,706
Value of total assets at beginning of year2018-12-31$26,537,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,420
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,330,162
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$1,330,162
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 period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$756,772
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,010,359
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,526,706
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,537,065
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,866,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,698,705
Value of interest in common/collective trusts at end of year2018-12-31$2,410,685
Value of interest in common/collective trusts at beginning of year2018-12-31$1,571,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,120,730
Net investment gain or loss from common/collective trusts2018-12-31$56,174
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
Contributions received in cash from employer2018-12-31$249,315
Employer contributions (assets) at end of year2018-12-31$249,315
Employer contributions (assets) at beginning of year2018-12-31$266,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,250,826
Contract administrator fees2018-12-31$3,420
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
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 name2018-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2018-12-31310796034
2017 : LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,263,312
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,677,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,637,482
Value of total corrective distributions2017-12-31$36,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,225,554
Value of total assets at end of year2017-12-31$26,537,065
Value of total assets at beginning of year2017-12-31$22,951,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,106
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$931,853
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$931,853
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 period2017-12-31Yes
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$781,912
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$177,118
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$3,585,434
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,537,065
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,951,631
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$24,698,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,901,343
Value of interest in common/collective trusts at end of year2017-12-31$1,571,836
Value of interest in common/collective trusts at beginning of year2017-12-31$775,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,087,501
Net investment gain or loss from common/collective trusts2017-12-31$18,404
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$266,524
Employer contributions (assets) at end of year2017-12-31$266,524
Employer contributions (assets) at beginning of year2017-12-31$274,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,637,482
Contract administrator fees2017-12-31$4,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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
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 name2017-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2017-12-31310796034
2016 : LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,007,207
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,812,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,745,701
Value of total corrective distributions2016-12-31$61,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,139,805
Value of total assets at end of year2016-12-31$22,951,631
Value of total assets at beginning of year2016-12-31$21,757,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,903
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$707,607
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$707,607
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$838,454
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$33,566
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$25,915
Other income not declared elsewhere2016-12-31$-2,700
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$1,194,247
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,951,631
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,757,384
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$21,901,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,588,082
Value of interest in common/collective trusts at end of year2016-12-31$775,665
Value of interest in common/collective trusts at beginning of year2016-12-31$824,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,146,604
Net investment gain or loss from common/collective trusts2016-12-31$15,891
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$275,436
Employer contributions (assets) at end of year2016-12-31$274,623
Employer contributions (assets) at beginning of year2016-12-31$310,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,745,701
Contract administrator fees2016-12-31$5,903
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 name2016-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2016-12-31310796034
2015 : LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$339,274
Total income from all sources (including contributions)2015-12-31$1,468,164
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,010,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,965,803
Value of total corrective distributions2015-12-31$36,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,259,698
Value of total assets at end of year2015-12-31$21,757,384
Value of total assets at beginning of year2015-12-31$22,638,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,341
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$953,523
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$953,523
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$948,921
Assets. Other investments not covered elsewhere at end of year2015-12-31$33,566
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$8,793
Other income not declared elsewhere2015-12-31$22,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-542,010
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,757,384
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,299,394
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$20,588,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$824,959
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$22,262,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$22,262,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-787,250
Net investment gain or loss from common/collective trusts2015-12-31$19,689
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$310,777
Employer contributions (assets) at end of year2015-12-31$310,777
Employer contributions (assets) at beginning of year2015-12-31$367,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,965,803
Contract administrator fees2015-12-31$8,341
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$339,274
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 name2015-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2015-12-31310796034
2014 : LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$339,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,015
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,537,830
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,197,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,110,131
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$86,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,432,166
Value of total assets at end of year2014-12-31$22,638,668
Value of total assets at beginning of year2014-12-31$22,962,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$792
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,467,480
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$1,467,480
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$1,025,527
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$935,004
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$39,015
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$8,793
Other income not declared elsewhere2014-12-31$43,060
Administrative expenses (other) incurred2014-12-31$792
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$-660,041
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,299,394
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,959,435
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
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,131,958
Interest on participant loans2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$1,489,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$22,262,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-407,351
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$2,475
Net gain/loss from 103.12 investment entities2014-12-31$0
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$367,624
Employer contributions (assets) at end of year2014-12-31$367,624
Employer contributions (assets) at beginning of year2014-12-31$402,572
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,110,131
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at end of year2014-12-31$339,274
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,015
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 name2014-12-31FLAGEL HUBER FLAGEL & CO.
Accountancy firm EIN2014-12-31310796034
2013 : LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,015
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,115,744
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,324,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,262,877
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$61,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,619,527
Value of total assets at end of year2013-12-31$22,962,450
Value of total assets at beginning of year2013-12-31$19,168,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$350
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$907,012
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$907,012
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$1,209,070
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$935,004
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$985,949
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,885
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$31,786
Administrative expenses (other) incurred2013-12-31$350
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$3,790,924
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,959,435
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,168,511
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,131,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,227,740
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$0
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$1,489,885
Value of interest in common/collective trusts at beginning of year2013-12-31$954,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$16
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$16
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,557,732
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$-313
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$402,572
Employer contributions (assets) at end of year2013-12-31$402,572
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,262,877
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,015
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$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
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 name2013-12-31FLAGEL HUBER FLAGEL & CO.
Accountancy firm EIN2013-12-31310796034
2012 : LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$3,885,783
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,096,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,051,332
Value of total corrective distributions2012-12-31$44,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,501,852
Value of total assets at end of year2012-12-31$19,168,511
Value of total assets at beginning of year2012-12-31$16,378,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$425
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$512,298
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$512,298
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$1,277,008
Assets. Other investments not covered elsewhere at end of year2012-12-31$985,949
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$802,972
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$377
Other income not declared elsewhere2012-12-31$317,869
Administrative expenses (other) incurred2012-12-31$425
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$2,789,584
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,168,511
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,378,927
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$17,227,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,612,938
Value of interest in common/collective trusts at end of year2012-12-31$954,806
Value of interest in common/collective trusts at beginning of year2012-12-31$963,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$16
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$16
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,543,081
Net investment gain or loss from common/collective trusts2012-12-31$10,683
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$224,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,051,332
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
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 name2012-12-31FLAGEL HUBER FLAGEL & CO.
Accountancy firm EIN2012-12-31310796034
2011 : LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,031,605
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$506,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$491,800
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$14,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,990,696
Value of total assets at end of year2011-12-31$16,378,927
Value of total assets at beginning of year2011-12-31$14,853,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$408
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$263,241
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$263,241
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$1,425,496
Assets. Other investments not covered elsewhere at end of year2011-12-31$802,972
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$788,063
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,150
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$6,381
Administrative expenses (other) incurred2011-12-31$408
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$1,525,241
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,378,927
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,853,686
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
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,612,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,936,585
Interest on participant loans2011-12-31$0
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$963,001
Value of interest in common/collective trusts at beginning of year2011-12-31$1,128,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$16
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$91
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$91
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-261,605
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$32,892
Net gain/loss from 103.12 investment entities2011-12-31$0
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$561,050
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$491,800
Contract administrator fees2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
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 name2011-12-31FLAGEL HUBER FLAGEL & CO.
Accountancy firm EIN2011-12-31310796034
2010 : LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$3,527,434
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$448,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$407,085
Value of total corrective distributions2010-12-31$38,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,058,994
Value of total assets at end of year2010-12-31$14,853,686
Value of total assets at beginning of year2010-12-31$11,774,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,146
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$262,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$262,746
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,398,585
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$26,956
Assets. Other investments not covered elsewhere at end of year2010-12-31$788,063
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$700,777
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$33,418
Other income not declared elsewhere2010-12-31$82,770
Administrative expenses (other) incurred2010-12-31$3,146
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$3,078,743
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,853,686
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,774,943
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,936,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,240,946
Value of interest in common/collective trusts at end of year2010-12-31$1,128,947
Value of interest in common/collective trusts at beginning of year2010-12-31$785,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$91
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$10,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$10,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,051,697
Net investment gain or loss from common/collective trusts2010-12-31$71,227
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$626,991
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$10,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$407,085
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
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 name2010-12-31FLAGEL HUBER FLAGEL & CO.
Accountancy firm EIN2010-12-31310796034
2009 : LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 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 LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST

2021: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 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: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 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: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 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: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 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: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 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: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 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: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 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: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 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: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 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: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 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: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 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: LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

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