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EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan NameEDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN
Plan identification number 001

EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Life insurance

401k Sponsoring company profile

EDELMAN AND EDELMAN CHARTERED has sponsored the creation of one or more 401k plans.

Company Name:EDELMAN AND EDELMAN CHARTERED
Employer identification number (EIN):362756403
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01LEON EDELMAN
0012023-01-01
0012023-01-01LEON EDELMAN
0012022-01-01
0012022-01-01LEON EDELMAN
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LEON EDELMAN
0012016-01-01LEON EDELMAN
0012015-01-01LEON EDELMAN
0012013-01-01LEON EDELMAN
0012012-01-01LEON EDELMAN
0012011-01-01LEON EDELMAN
0012009-01-01LEON EDELMAN

Financial Data on EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2023 : EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$56,063
Expenses. Total of all expenses incurred2023-12-31$1,571
Total plan assets at end of year2023-12-31$156,143
Total plan assets at beginning of year2023-12-31$101,651
Value of fidelity bond covering the plan2023-12-31$11,100
Expenses. Other expenses not covered elsewhere2023-12-31$1,571
Other income received2023-12-31$56,063
Net income (gross income less expenses)2023-12-31$54,492
Net plan assets at end of year (total assets less liabilities)2023-12-31$156,143
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$101,651
2022 : EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-19,981
Expenses. Total of all expenses incurred2022-12-31$1,677
Total plan assets at end of year2022-12-31$101,651
Total plan assets at beginning of year2022-12-31$123,309
Value of fidelity bond covering the plan2022-12-31$11,100
Expenses. Other expenses not covered elsewhere2022-12-31$1,677
Other income received2022-12-31$-19,981
Net income (gross income less expenses)2022-12-31$-21,658
Net plan assets at end of year (total assets less liabilities)2022-12-31$101,651
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$123,309
2020 : EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$12,434
Expenses. Total of all expenses incurred2020-12-31$1,709
Benefits paid (including direct rollovers)2020-12-31$325
Total plan assets at end of year2020-12-31$110,555
Total plan assets at beginning of year2020-12-31$99,830
Value of fidelity bond covering the plan2020-12-31$65,000
Expenses. Other expenses not covered elsewhere2020-12-31$1,384
Other income received2020-12-31$12,434
Net income (gross income less expenses)2020-12-31$10,725
Net plan assets at end of year (total assets less liabilities)2020-12-31$110,555
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$99,830
2019 : EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$14,201
Expenses. Total of all expenses incurred2019-12-31$1,393
Benefits paid (including direct rollovers)2019-12-31$325
Total plan assets at end of year2019-12-31$99,825
Total plan assets at beginning of year2019-12-31$87,017
Value of fidelity bond covering the plan2019-12-31$65,000
Expenses. Other expenses not covered elsewhere2019-12-31$1,068
Other income received2019-12-31$14,201
Net income (gross income less expenses)2019-12-31$12,808
Net plan assets at end of year (total assets less liabilities)2019-12-31$99,825
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$87,017
2018 : EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-3,173
Expenses. Total of all expenses incurred2018-12-31$1,192
Benefits paid (including direct rollovers)2018-12-31$1,192
Total plan assets at end of year2018-12-31$87,017
Total plan assets at beginning of year2018-12-31$91,382
Value of fidelity bond covering the plan2018-12-31$325
Other income received2018-12-31$-3,173
Net income (gross income less expenses)2018-12-31$-4,365
Net plan assets at end of year (total assets less liabilities)2018-12-31$87,017
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$91,382
2017 : EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$7,852
Expenses. Total of all expenses incurred2017-12-31$1,436
Benefits paid (including direct rollovers)2017-12-31$325
Total plan assets at end of year2017-12-31$91,381
Total plan assets at beginning of year2017-12-31$84,965
Value of fidelity bond covering the plan2017-12-31$325
Expenses. Other expenses not covered elsewhere2017-12-31$1,111
Other income received2017-12-31$7,852
Net income (gross income less expenses)2017-12-31$6,416
Net plan assets at end of year (total assets less liabilities)2017-12-31$91,381
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$84,965
2016 : EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$10,993
Expenses. Total of all expenses incurred2016-12-31$1,381
Total plan assets at end of year2016-12-31$84,965
Total plan assets at beginning of year2016-12-31$75,353
Expenses. Other expenses not covered elsewhere2016-12-31$1,381
Other income received2016-12-31$10,993
Net income (gross income less expenses)2016-12-31$9,612
Net plan assets at end of year (total assets less liabilities)2016-12-31$84,965
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$75,353
2015 : EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-629
Expenses. Total of all expenses incurred2015-12-31$1,372
Benefits paid (including direct rollovers)2015-12-31$325
Total plan assets at end of year2015-12-31$75,353
Total plan assets at beginning of year2015-12-31$77,354
Value of fidelity bond covering the plan2015-12-31$65,000
Expenses. Other expenses not covered elsewhere2015-12-31$1,047
Other income received2015-12-31$-629
Net income (gross income less expenses)2015-12-31$-2,001
Net plan assets at end of year (total assets less liabilities)2015-12-31$75,353
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$77,354
2013 : EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$15,308
Expenses. Total of all expenses incurred2013-12-31$878
Total plan assets at end of year2013-12-31$72,454
Total plan assets at beginning of year2013-12-31$58,024
Value of fidelity bond covering the plan2013-12-31$65,000
Expenses. Other expenses not covered elsewhere2013-12-31$878
Other income received2013-12-31$15,308
Net income (gross income less expenses)2013-12-31$14,430
Net plan assets at end of year (total assets less liabilities)2013-12-31$72,454
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$58,024
2012 : EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$5,840
Expenses. Total of all expenses incurred2012-12-31$1,090
Total plan assets at end of year2012-12-31$58,024
Total plan assets at beginning of year2012-12-31$53,274
Value of fidelity bond covering the plan2012-12-31$65,000
Expenses. Other expenses not covered elsewhere2012-12-31$1,090
Other income received2012-12-31$5,840
Net income (gross income less expenses)2012-12-31$4,750
Net plan assets at end of year (total assets less liabilities)2012-12-31$58,024
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$53,274
2011 : EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-515
Expenses. Total of all expenses incurred2011-12-31$499
Total plan assets at end of year2011-12-31$53,274
Total plan assets at beginning of year2011-12-31$54,288
Value of fidelity bond covering the plan2011-12-31$65,000
Expenses. Other expenses not covered elsewhere2011-12-31$499
Other income received2011-12-31$-515
Net income (gross income less expenses)2011-12-31$-1,014
Net plan assets at end of year (total assets less liabilities)2011-12-31$53,274
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$54,288
2010 : EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$7,061
Total plan assets at end of year2010-12-31$54,288
Total plan assets at beginning of year2010-12-31$47,227
Value of fidelity bond covering the plan2010-12-31$65,000
Other income received2010-12-31$7,061
Net income (gross income less expenses)2010-12-31$7,061
Net plan assets at end of year (total assets less liabilities)2010-12-31$54,288
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$47,227

Form 5500 Responses for EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN

2023: EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2020: EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2013: EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EDELMAN AND EDELMAN CHARTERED EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number1A21212330
Policy instance 1
Insurance contract or identification number1A21212330
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number1A21212330
Policy instance 1
Insurance contract or identification number1A21212330
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number1A21212330
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number1A21212330
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number1A21212330
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number1A21212330
Policy instance 1

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