KAMENSKY RUBINSTEIN HOCHMAN &DELOT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST
401k plan membership statisitcs for KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST
Measure | Date | Value |
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2015: KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 28 |
Number of participants with account balances | 2014-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 31 |
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 | 0 |
Total of all active and inactive participants | 2013-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 31 |
Number of participants with account balances | 2013-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 36 |
Number of participants with account balances | 2012-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 35 |
Number of participants with account balances | 2011-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 39 |
Number of participants with account balances | 2009-01-01 | 37 |
Measure | Date | Value |
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2015 : KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $398,537 |
Expenses. Total of all expenses incurred | 2015-12-31 | $7,458,795 |
Benefits paid (including direct rollovers) | 2015-12-31 | $7,458,795 |
Total plan assets at end of year | 2015-12-31 | $0 |
Total plan assets at beginning of year | 2015-12-31 | $7,060,258 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Other income received | 2015-12-31 | $398,537 |
Net income (gross income less expenses) | 2015-12-31 | $-7,060,258 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,060,258 |
2014 : KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $629,473 |
Expenses. Total of all expenses incurred | 2014-12-31 | $239,166 |
Benefits paid (including direct rollovers) | 2014-12-31 | $225,267 |
Total plan assets at end of year | 2014-12-31 | $7,060,258 |
Total plan assets at beginning of year | 2014-12-31 | $6,669,951 |
Total contributions received or receivable from participants | 2014-12-31 | $333,200 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $13,899 |
Other income received | 2014-12-31 | $266,845 |
Net income (gross income less expenses) | 2014-12-31 | $390,307 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,060,258 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,669,951 |
Assets. Value of participant loans | 2014-12-31 | $26,427 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $64,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $29,428 |
2013 : KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $727,256 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,218,617 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,212,086 |
Total plan assets at end of year | 2013-12-31 | $6,669,951 |
Total plan assets at beginning of year | 2013-12-31 | $7,161,312 |
Total contributions received or receivable from participants | 2013-12-31 | $313,876 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $6,531 |
Other income received | 2013-12-31 | $384,829 |
Net income (gross income less expenses) | 2013-12-31 | $-491,361 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $6,669,951 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,161,312 |
Assets. Value of participant loans | 2013-12-31 | $36,281 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $64,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $28,551 |
2012 : KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $754,857 |
Expenses. Total of all expenses incurred | 2012-12-31 | $229,336 |
Benefits paid (including direct rollovers) | 2012-12-31 | $214,013 |
Total plan assets at end of year | 2012-12-31 | $7,161,312 |
Total plan assets at beginning of year | 2012-12-31 | $6,635,791 |
Total contributions received or receivable from participants | 2012-12-31 | $135,477 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $15,323 |
Other income received | 2012-12-31 | $619,380 |
Net income (gross income less expenses) | 2012-12-31 | $525,521 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,161,312 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,635,791 |
Assets. Value of participant loans | 2012-12-31 | $38,035 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $64,000 |
2011 : KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $25,000 |
Total income from all sources | 2011-12-31 | $281,939 |
Expenses. Total of all expenses incurred | 2011-12-31 | $76,286 |
Benefits paid (including direct rollovers) | 2011-12-31 | $63,556 |
Total plan assets at end of year | 2011-12-31 | $6,635,791 |
Total plan assets at beginning of year | 2011-12-31 | $6,405,138 |
Value of fidelity bond covering the plan | 2011-12-31 | $750,000 |
Total contributions received or receivable from participants | 2011-12-31 | $269,522 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $12,730 |
Other income received | 2011-12-31 | $-112,819 |
Net income (gross income less expenses) | 2011-12-31 | $205,653 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,635,791 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,405,138 |
Assets. Value of participant loans | 2011-12-31 | $15,261 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $64,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $125,236 |
2010 : KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $459,953 |
Expenses. Total of all expenses incurred | 2010-12-31 | $37,391 |
Benefits paid (including direct rollovers) | 2010-12-31 | $37,391 |
Total plan assets at end of year | 2010-12-31 | $6,405,138 |
Total plan assets at beginning of year | 2010-12-31 | $5,982,576 |
Value of fidelity bond covering the plan | 2010-12-31 | $750,000 |
Total contributions received or receivable from participants | 2010-12-31 | $145,122 |
Other income received | 2010-12-31 | $14,221 |
Net income (gross income less expenses) | 2010-12-31 | $422,562 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,405,138 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,982,576 |
Assets. Value of participant loans | 2010-12-31 | $11,406 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $30,000 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $67,000 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $300,610 |
2015: KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | This submission is the final filing | Yes |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: KAMENSKY & RUBINSTEIN TAX REDUCTION INVESTMENT PLAN AND TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 311028991 |
Policy instance | 3 |
Insurance contract or identification number | 311028991 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | TANA REICH |
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ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | C125546-LM |
Policy instance | 2 |
Insurance contract or identification number | C125546-LM | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | TANA REICH |
|
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 0469511 |
Policy instance | 1 |
Insurance contract or identification number | 0469511 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | BRIAN W BRITT |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 311028991 |
Policy instance | 3 |
Insurance contract or identification number | 311028991 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | TANA REICH |
|
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 0469511 |
Policy instance | 1 |
Insurance contract or identification number | 0469511 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | BRIAN W BRITT |
|
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | C125546-LM |
Policy instance | 2 |
Insurance contract or identification number | C125546-LM | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | TANA REICH |
|
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 0469511 |
Policy instance | 1 |
Insurance contract or identification number | 0469511 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | BRIAN W BRITT |
|
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | C125546-LM |
Policy instance | 2 |
Insurance contract or identification number | C125546-LM | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,541 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,541 | Insurance broker name | TANA REICH |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 311028991 |
Policy instance | 3 |
Insurance contract or identification number | 311028991 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,511 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,511 | Insurance broker name | TANA REICH |
|
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 0469511 |
Policy instance | 1 |
Insurance contract or identification number | 0469511 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | BRIAN W BRITT |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 311028991 |
Policy instance | 3 |
Insurance contract or identification number | 311028991 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,302 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,302 | Insurance broker name | TANA REICH |
|
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | C125546-LM |
Policy instance | 2 |
Insurance contract or identification number | C125546-LM | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,387 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,387 | Insurance broker name | TANA REICH |
|
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 0469511 |
Policy instance | 1 |
Insurance contract or identification number | 0469511 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | C125546-LM |
Policy instance | 2 |
Insurance contract or identification number | C125546-LM | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 311028991 |
Policy instance | 3 |
Insurance contract or identification number | 311028991 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 0469511 |
Policy instance | 1 |
Insurance contract or identification number | 0469511 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $576 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $576 | Insurance broker name | BRIAN W BRITT |
|
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | C125546-LM |
Policy instance | 2 |
Insurance contract or identification number | C125546-LM | Number of Individuals Covered | 1 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,165 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,165 | Insurance broker name | TANA REICH |
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