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MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan NameMASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN
Plan identification number 001

MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

MASSIE, FUDEMBERG, GOLDBERG L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:MASSIE, FUDEMBERG, GOLDBERG L.L.C.
Employer identification number (EIN):430669220
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01PEGGY ARNETT PEGGY ARNETT2018-10-29
0012016-04-01PEGGY ARNETT PEGGY ARNETT2017-10-30
0012015-04-01PEGGY ARNETT PEGGY ARNETT2017-01-17
0012015-04-01 PEGGY ARNETT
0012014-04-01PEGGY ARNETT PEGGY ARNETT2017-10-09
0012013-04-01PEGGY ARNETT PEGGY ARNETT2015-01-15
0012012-04-01PEGGY ARNETT PEGGY ARNETT2014-01-15
0012011-04-01PEGGY ARNETT PEGGY ARNETT2013-01-16
0012010-04-01PEGGY ARNETT PEGGY ARNETT2012-01-18
0012009-04-01PEGGY ARNETT PEGGY ARNETT2010-11-01

Plan Statistics for MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN

Measure Date Value
2022: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-019
Total number of active participants reported on line 7a of the Form 55002022-04-0110
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-0110
Number of participants with account balances2022-04-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
2021: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-0112
Total number of active participants reported on line 7a of the Form 55002021-04-019
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-019
Number of participants with account balances2021-04-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-0111
Total number of active participants reported on line 7a of the Form 55002020-04-0112
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-0112
Number of participants with account balances2020-04-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-0112
Total number of active participants reported on line 7a of the Form 55002019-04-0111
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-0111
Number of participants with account balances2019-04-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-0111
Total number of active participants reported on line 7a of the Form 55002018-04-0112
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-0112
Number of participants with account balances2018-04-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-0112
Total number of active participants reported on line 7a of the Form 55002017-04-0111
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-0111
Number of participants with account balances2017-04-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-0112
Total number of active participants reported on line 7a of the Form 55002016-04-0112
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-0112
Number of participants with account balances2016-04-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-0112
Total number of active participants reported on line 7a of the Form 55002015-04-010
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-0112
Total of all active and inactive participants2015-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-0112
Number of participants with account balances2015-04-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0112
Total number of active participants reported on line 7a of the Form 55002014-04-0111
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-011
Total of all active and inactive participants2014-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-0112
Number of participants with account balances2014-04-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-0113
Total number of active participants reported on line 7a of the Form 55002013-04-0111
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-011
Total of all active and inactive participants2013-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-0112
Number of participants with account balances2013-04-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-0114
Total number of active participants reported on line 7a of the Form 55002012-04-0113
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-0113
Number of participants with account balances2012-04-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-0114
Total number of active participants reported on line 7a of the Form 55002011-04-0114
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-010
Total of all active and inactive participants2011-04-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-0114
Number of participants with account balances2011-04-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2010: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-0114
Total number of active participants reported on line 7a of the Form 55002010-04-0114
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-0114
Number of participants with account balances2010-04-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010
2009: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0114
Total number of active participants reported on line 7a of the Form 55002009-04-0114
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-0114

Financial Data on MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN

Measure Date Value
2023 : MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-03-31$-110,157
Expenses. Total of all expenses incurred2023-03-31$98,362
Benefits paid (including direct rollovers)2023-03-31$93,750
Total plan assets at end of year2023-03-31$2,686,903
Total plan assets at beginning of year2023-03-31$2,895,422
Value of fidelity bond covering the plan2023-03-31$350,000
Total contributions received or receivable from participants2023-03-31$78,659
Expenses. Other expenses not covered elsewhere2023-03-31$4,612
Other income received2023-03-31$-223,015
Net income (gross income less expenses)2023-03-31$-208,519
Net plan assets at end of year (total assets less liabilities)2023-03-31$2,686,903
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$2,895,422
Assets. Value of participant loans2023-03-31$0
Total contributions received or receivable from employer(s)2023-03-31$34,199
2022 : MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-03-31$192,462
Expenses. Total of all expenses incurred2022-03-31$274,239
Benefits paid (including direct rollovers)2022-03-31$268,661
Total plan assets at end of year2022-03-31$2,895,422
Total plan assets at beginning of year2022-03-31$2,977,199
Value of fidelity bond covering the plan2022-03-31$350,000
Total contributions received or receivable from participants2022-03-31$86,277
Expenses. Other expenses not covered elsewhere2022-03-31$5,578
Other income received2022-03-31$72,839
Net income (gross income less expenses)2022-03-31$-81,777
Net plan assets at end of year (total assets less liabilities)2022-03-31$2,895,422
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$2,977,199
Assets. Value of participant loans2022-03-31$0
Total contributions received or receivable from employer(s)2022-03-31$33,346
2021 : MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-03-31$1,039,230
Expenses. Total of all expenses incurred2021-03-31$64,545
Benefits paid (including direct rollovers)2021-03-31$60,000
Total plan assets at end of year2021-03-31$2,977,199
Total plan assets at beginning of year2021-03-31$2,002,514
Value of fidelity bond covering the plan2021-03-31$350,000
Total contributions received or receivable from participants2021-03-31$64,813
Expenses. Other expenses not covered elsewhere2021-03-31$4,545
Other income received2021-03-31$941,122
Net income (gross income less expenses)2021-03-31$974,685
Net plan assets at end of year (total assets less liabilities)2021-03-31$2,977,199
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$2,002,514
Assets. Value of participant loans2021-03-31$10,770
Total contributions received or receivable from employer(s)2021-03-31$33,295
2020 : MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-03-31$-80,719
Expenses. Total of all expenses incurred2020-03-31$136,678
Benefits paid (including direct rollovers)2020-03-31$132,529
Total plan assets at end of year2020-03-31$2,002,514
Total plan assets at beginning of year2020-03-31$2,219,911
Value of fidelity bond covering the plan2020-03-31$250,000
Total contributions received or receivable from participants2020-03-31$65,308
Expenses. Other expenses not covered elsewhere2020-03-31$4,149
Other income received2020-03-31$-179,926
Net income (gross income less expenses)2020-03-31$-217,397
Net plan assets at end of year (total assets less liabilities)2020-03-31$2,002,514
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$2,219,911
Assets. Value of participant loans2020-03-31$13,140
Total contributions received or receivable from employer(s)2020-03-31$33,899
2019 : MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-03-31$155,567
Expenses. Total of all expenses incurred2019-03-31$148,970
Benefits paid (including direct rollovers)2019-03-31$145,253
Total plan assets at end of year2019-03-31$2,219,911
Total plan assets at beginning of year2019-03-31$2,213,314
Value of fidelity bond covering the plan2019-03-31$250,000
Total contributions received or receivable from participants2019-03-31$59,131
Expenses. Other expenses not covered elsewhere2019-03-31$3,717
Other income received2019-03-31$63,169
Net income (gross income less expenses)2019-03-31$6,597
Net plan assets at end of year (total assets less liabilities)2019-03-31$2,219,911
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$2,213,314
Assets. Value of participant loans2019-03-31$4,418
Total contributions received or receivable from employer(s)2019-03-31$33,267
2018 : MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-03-31$340,925
Expenses. Total of all expenses incurred2018-03-31$100,657
Benefits paid (including direct rollovers)2018-03-31$96,883
Total plan assets at end of year2018-03-31$2,213,314
Total plan assets at beginning of year2018-03-31$1,973,046
Value of fidelity bond covering the plan2018-03-31$250,000
Total contributions received or receivable from participants2018-03-31$55,677
Expenses. Other expenses not covered elsewhere2018-03-31$3,774
Other income received2018-03-31$252,157
Net income (gross income less expenses)2018-03-31$240,268
Net plan assets at end of year (total assets less liabilities)2018-03-31$2,213,314
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$1,973,046
Assets. Value of participant loans2018-03-31$6,844
Total contributions received or receivable from employer(s)2018-03-31$33,091
2017 : MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-03-31$315,655
Expenses. Total of all expenses incurred2017-03-31$264,130
Benefits paid (including direct rollovers)2017-03-31$260,891
Total plan assets at end of year2017-03-31$1,973,046
Total plan assets at beginning of year2017-03-31$1,921,521
Value of fidelity bond covering the plan2017-03-31$220,000
Total contributions received or receivable from participants2017-03-31$51,147
Expenses. Other expenses not covered elsewhere2017-03-31$3,239
Other income received2017-03-31$237,862
Net income (gross income less expenses)2017-03-31$51,525
Net plan assets at end of year (total assets less liabilities)2017-03-31$1,973,046
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$1,921,521
Assets. Value of participant loans2017-03-31$9,350
Total contributions received or receivable from employer(s)2017-03-31$26,646
2016 : MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-03-31$36,547
Expenses. Total of all expenses incurred2016-03-31$19,168
Benefits paid (including direct rollovers)2016-03-31$15,724
Total plan assets at end of year2016-03-31$1,921,521
Total plan assets at beginning of year2016-03-31$1,904,142
Value of fidelity bond covering the plan2016-03-31$220,000
Total contributions received or receivable from participants2016-03-31$59,060
Expenses. Other expenses not covered elsewhere2016-03-31$3,444
Other income received2016-03-31$-56,349
Net income (gross income less expenses)2016-03-31$17,379
Net plan assets at end of year (total assets less liabilities)2016-03-31$1,921,521
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$1,904,142
Assets. Value of participant loans2016-03-31$12,613
Total contributions received or receivable from employer(s)2016-03-31$33,836
2015 : MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-03-31$177,407
Expenses. Total of all expenses incurred2015-03-31$3,186
Total plan assets at end of year2015-03-31$1,904,142
Total plan assets at beginning of year2015-03-31$1,729,921
Value of fidelity bond covering the plan2015-03-31$200,000
Total contributions received or receivable from participants2015-03-31$37,906
Other income received2015-03-31$121,232
Net income (gross income less expenses)2015-03-31$174,221
Net plan assets at end of year (total assets less liabilities)2015-03-31$1,904,142
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$1,729,921
Assets. Value of participant loans2015-03-31$3,609
Total contributions received or receivable from employer(s)2015-03-31$18,269
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$3,186
2014 : MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-03-31$315,945
Expenses. Total of all expenses incurred2014-03-31$36,310
Benefits paid (including direct rollovers)2014-03-31$33,476
Total plan assets at end of year2014-03-31$1,729,921
Total plan assets at beginning of year2014-03-31$1,450,286
Value of fidelity bond covering the plan2014-03-31$175,000
Total contributions received or receivable from participants2014-03-31$54,578
Other income received2014-03-31$237,274
Net income (gross income less expenses)2014-03-31$279,635
Net plan assets at end of year (total assets less liabilities)2014-03-31$1,729,921
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$1,450,286
Assets. Value of participant loans2014-03-31$4,846
Total contributions received or receivable from employer(s)2014-03-31$24,093
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$2,834
2013 : MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-03-31$204,078
Expenses. Total of all expenses incurred2013-03-31$25,253
Benefits paid (including direct rollovers)2013-03-31$22,735
Total plan assets at end of year2013-03-31$1,450,286
Total plan assets at beginning of year2013-03-31$1,271,461
Value of fidelity bond covering the plan2013-03-31$175,000
Total contributions received or receivable from participants2013-03-31$52,082
Other income received2013-03-31$128,292
Net income (gross income less expenses)2013-03-31$178,825
Net plan assets at end of year (total assets less liabilities)2013-03-31$1,450,286
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$1,271,461
Assets. Value of participant loans2013-03-31$6,501
Total contributions received or receivable from employer(s)2013-03-31$23,704
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$2,518
2012 : MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-03-31$78,529
Expenses. Total of all expenses incurred2012-03-31$190,712
Benefits paid (including direct rollovers)2012-03-31$183,741
Total plan assets at end of year2012-03-31$1,271,461
Total plan assets at beginning of year2012-03-31$1,383,644
Value of fidelity bond covering the plan2012-03-31$175,000
Total contributions received or receivable from participants2012-03-31$58,763
Other income received2012-03-31$-6,830
Net income (gross income less expenses)2012-03-31$-112,183
Net plan assets at end of year (total assets less liabilities)2012-03-31$1,271,461
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$1,383,644
Assets. Value of participant loans2012-03-31$9,750
Total contributions received or receivable from employer(s)2012-03-31$26,596
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$6,971
2011 : MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-03-31$235,190
Expenses. Total of all expenses incurred2011-03-31$11,437
Benefits paid (including direct rollovers)2011-03-31$3,000
Total plan assets at end of year2011-03-31$1,383,644
Total plan assets at beginning of year2011-03-31$1,159,891
Value of fidelity bond covering the plan2011-03-31$175,000
Total contributions received or receivable from participants2011-03-31$74,908
Other income received2011-03-31$133,292
Net income (gross income less expenses)2011-03-31$223,753
Net plan assets at end of year (total assets less liabilities)2011-03-31$1,383,644
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$1,159,891
Assets. Value of participant loans2011-03-31$5,455
Total contributions received or receivable from employer(s)2011-03-31$26,990
Expenses. Administrative service providers (salaries,fees and commissions)2011-03-31$8,437

Form 5500 Responses for MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN

2022: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedYes
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698024
Policy instance 1
Insurance contract or identification number698024
Number of Individuals Covered10
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $4,746
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,542
Additional information about fees paid to insurance broker3 3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698024
Policy instance 1
Insurance contract or identification number698024
Number of Individuals Covered12
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $5,510
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,510
Additional information about fees paid to insurance broker3 3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698024
Policy instance 1
Insurance contract or identification number698024
Number of Individuals Covered12
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $3,991
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,991
Additional information about fees paid to insurance broker3 3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698024
Policy instance 1
Insurance contract or identification number698024
Number of Individuals Covered12
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $4,560
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,560
Additional information about fees paid to insurance broker3 3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698024
Policy instance 1
Insurance contract or identification number698024
Number of Individuals Covered12
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $4,314
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,314
Additional information about fees paid to insurance broker3 3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698024
Policy instance 1
Insurance contract or identification number698024
Number of Individuals Covered11
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $4,221
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,221
Additional information about fees paid to insurance broker3 3
Insurance broker nameMICHAEL D GOLDBERG, CLU, CHFC
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698024
Policy instance 1
Insurance contract or identification number698024
Number of Individuals Covered12
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $3,781
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,781
Additional information about fees paid to insurance broker3 3
Insurance broker nameMICHAEL D GOLDBERG, CLU, CHFC
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698024
Policy instance 1
Insurance contract or identification number698024
Number of Individuals Covered12
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $3,116
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,116
Additional information about fees paid to insurance broker3 3
Insurance broker nameMICHAEL D GOLDBERG, CLU, CHFC
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698024
Policy instance 1
Insurance contract or identification number698024
Number of Individuals Covered13
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $2,601
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,601
Additional information about fees paid to insurance broker3 3
Insurance broker nameMICHAEL D GOLDBERG, CLU, CHFC
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698024
Policy instance 1
Insurance contract or identification number698024
Number of Individuals Covered14
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $2,200
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number648293
Policy instance 1
Insurance contract or identification number648293
Number of Individuals Covered14
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $2,444
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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