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LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 401k Plan overview

Plan NameLAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST
Plan identification number 002

LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LAW FIRM OF BERNSTEIN, P.C. has sponsored the creation of one or more 401k plans.

Company Name:LAW FIRM OF BERNSTEIN, P.C.
Employer identification number (EIN):382050230
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LISA WATKINSON2024-09-16 LISA WATKINSON2024-09-16
0022022-01-01JOSEPH HOWITT2023-06-01 JOSEPH HOWITT2023-06-01
0022021-01-01WILLIAM WATKINSON2022-10-04 WILLIAM WATKINSON2022-10-04
0022020-01-01WILLIAM WATKINSON2021-07-14 WILLIAM WATKINSON2021-07-14
0022019-01-01WILLIAM WATKINSON2020-05-05 WILLIAM WATKINSON2020-05-05
0022018-01-01WILLIAM WATKINSON2019-09-05 WILLIAM WATKINSON2019-09-05
0022017-01-01WILLIAM WATKINSON JR.
0022016-01-01WILLIAM WATKINSON JR.
0022015-01-01WILLIAM WATKINSON JR.
0022014-01-01THOMAS CALCATERA
0022013-01-01THOMAS CALCATERA
0022012-01-01THOMAS CALCATERA
0022011-01-01THOMAS CALCATERA
0022010-01-01THOMAS CALCATERA
0022009-01-01THOMAS CALCATERA

Plan Statistics for LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST

401k plan membership statisitcs for LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST

Measure Date Value
2017: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2017 401k membership
Total participants, beginning-of-year2017-01-0119
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0121
Number of participants with account balances2017-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2016 401k membership
Total participants, beginning-of-year2016-01-0124
Total number of active participants reported on line 7a of the Form 55002016-01-0117
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0126
Number of participants with account balances2016-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2015 401k membership
Total participants, beginning-of-year2015-01-0120
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0124
Number of participants with account balances2015-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2014 401k membership
Total participants, beginning-of-year2014-01-0121
Total number of active participants reported on line 7a of the Form 55002014-01-0118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0120
Number of participants with account balances2014-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-0119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0121
Number of participants with account balances2013-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2012 401k membership
Total participants, beginning-of-year2012-01-0120
Total number of active participants reported on line 7a of the Form 55002012-01-0120
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0121
Number of participants with account balances2012-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2011 401k membership
Total participants, beginning-of-year2011-01-0117
Total number of active participants reported on line 7a of the Form 55002011-01-0119
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0120
Number of participants with account balances2011-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2010 401k membership
Total participants, beginning-of-year2010-01-0117
Total number of active participants reported on line 7a of the Form 55002010-01-0117
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0117
Number of participants with account balances2010-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0116
Number of participants with account balances2009-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST

Measure Date Value
2017 : LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2017 401k financial data
Total income from all sources2017-12-31$102,712
Expenses. Total of all expenses incurred2017-12-31$270
Total plan assets at end of year2017-12-31$1,180,653
Total plan assets at beginning of year2017-12-31$1,078,211
Value of fidelity bond covering the plan2017-12-31$160,000
Expenses. Other expenses not covered elsewhere2017-12-31$270
Other income received2017-12-31$102,712
Net income (gross income less expenses)2017-12-31$102,442
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,180,653
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,078,211
2016 : LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2016 401k financial data
Total income from all sources2016-12-31$49,401
Expenses. Total of all expenses incurred2016-12-31$539,328
Benefits paid (including direct rollovers)2016-12-31$539,328
Total plan assets at end of year2016-12-31$1,078,211
Total plan assets at beginning of year2016-12-31$1,568,138
Value of fidelity bond covering the plan2016-12-31$160,000
Other income received2016-12-31$49,401
Net income (gross income less expenses)2016-12-31$-489,927
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,078,211
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,568,138
2015 : LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2015 401k financial data
Total income from all sources2015-12-31$61,466
Total plan assets at end of year2015-12-31$1,568,138
Total plan assets at beginning of year2015-12-31$1,506,672
Value of fidelity bond covering the plan2015-12-31$160,000
Other income received2015-12-31$7,886
Net income (gross income less expenses)2015-12-31$61,466
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,568,138
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,506,672
Total contributions received or receivable from employer(s)2015-12-31$53,580
2014 : LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2014 401k financial data
Total income from all sources2014-12-31$163,283
Expenses. Total of all expenses incurred2014-12-31$42,027
Benefits paid (including direct rollovers)2014-12-31$41,757
Total plan assets at end of year2014-12-31$1,506,672
Total plan assets at beginning of year2014-12-31$1,385,416
Value of fidelity bond covering the plan2014-12-31$140,000
Expenses. Other expenses not covered elsewhere2014-12-31$270
Other income received2014-12-31$55,042
Net income (gross income less expenses)2014-12-31$121,256
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,506,672
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,385,416
Total contributions received or receivable from employer(s)2014-12-31$108,241
2013 : LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2013 401k financial data
Total income from all sources2013-12-31$264,876
Expenses. Total of all expenses incurred2013-12-31$7,388
Benefits paid (including direct rollovers)2013-12-31$7,263
Total plan assets at end of year2013-12-31$1,385,416
Total plan assets at beginning of year2013-12-31$1,127,928
Value of fidelity bond covering the plan2013-12-31$140,000
Expenses. Other expenses not covered elsewhere2013-12-31$125
Other income received2013-12-31$144,039
Net income (gross income less expenses)2013-12-31$257,488
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,385,416
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,127,928
Total contributions received or receivable from employer(s)2013-12-31$120,837
2012 : LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2012 401k financial data
Total income from all sources2012-12-31$182,229
Expenses. Total of all expenses incurred2012-12-31$18,553
Benefits paid (including direct rollovers)2012-12-31$18,301
Total plan assets at end of year2012-12-31$1,127,928
Total plan assets at beginning of year2012-12-31$964,252
Value of fidelity bond covering the plan2012-12-31$100,000
Expenses. Other expenses not covered elsewhere2012-12-31$252
Other income received2012-12-31$62,829
Net income (gross income less expenses)2012-12-31$163,676
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,127,928
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$964,252
Total contributions received or receivable from employer(s)2012-12-31$119,400
2011 : LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2011 401k financial data
Total income from all sources2011-12-31$112,290
Expenses. Total of all expenses incurred2011-12-31$956
Benefits paid (including direct rollovers)2011-12-31$686
Total plan assets at end of year2011-12-31$964,252
Total plan assets at beginning of year2011-12-31$852,918
Value of fidelity bond covering the plan2011-12-31$90,000
Expenses. Other expenses not covered elsewhere2011-12-31$270
Other income received2011-12-31$-8,627
Net income (gross income less expenses)2011-12-31$111,334
Net plan assets at end of year (total assets less liabilities)2011-12-31$964,252
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$852,918
Total contributions received or receivable from employer(s)2011-12-31$120,917
2010 : LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2010 401k financial data
Total income from all sources2010-12-31$132,597
Total plan assets at end of year2010-12-31$852,918
Total plan assets at beginning of year2010-12-31$720,321
Value of fidelity bond covering the plan2010-12-31$75,000
Other income received2010-12-31$33,240
Net income (gross income less expenses)2010-12-31$132,597
Net plan assets at end of year (total assets less liabilities)2010-12-31$852,918
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$720,321
Total contributions received or receivable from employer(s)2010-12-31$99,357

Form 5500 Responses for LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST

2017: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 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: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 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: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAW FIRM OF BERNSTEIN P.C. EMPLOYEES PST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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