MASSIE, FUDEMBERG, GOLDBERG L.L.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2022: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-04-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 10 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 0 |
Total of all active and inactive participants | 2022-04-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 0 |
Total participants | 2022-04-01 | 10 |
Number of participants with account balances | 2022-04-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 0 |
2021: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-04-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 9 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 0 |
Total of all active and inactive participants | 2021-04-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 0 |
Total participants | 2021-04-01 | 9 |
Number of participants with account balances | 2021-04-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 0 |
2020: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-04-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 12 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 0 |
Total of all active and inactive participants | 2020-04-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 0 |
Total participants | 2020-04-01 | 12 |
Number of participants with account balances | 2020-04-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 0 |
2019: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-04-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 11 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 0 |
Total of all active and inactive participants | 2019-04-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 0 |
Total participants | 2019-04-01 | 11 |
Number of participants with account balances | 2019-04-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 0 |
2018: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-04-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 12 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 0 |
Total of all active and inactive participants | 2018-04-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 0 |
Total participants | 2018-04-01 | 12 |
Number of participants with account balances | 2018-04-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 0 |
2017: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-04-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 11 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 0 |
Total of all active and inactive participants | 2017-04-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 0 |
Total participants | 2017-04-01 | 11 |
Number of participants with account balances | 2017-04-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 0 |
2016: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-04-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 12 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 0 |
Total of all active and inactive participants | 2016-04-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 0 |
Total participants | 2016-04-01 | 12 |
Number of participants with account balances | 2016-04-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 0 |
2015: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-04-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 12 |
Total of all active and inactive participants | 2015-04-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
Total participants | 2015-04-01 | 12 |
Number of participants with account balances | 2015-04-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 0 |
2014: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-04-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 11 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 1 |
Total of all active and inactive participants | 2014-04-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
Total participants | 2014-04-01 | 12 |
Number of participants with account balances | 2014-04-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
2013: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 11 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 1 |
Total of all active and inactive participants | 2013-04-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
Total participants | 2013-04-01 | 12 |
Number of participants with account balances | 2013-04-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 0 |
2012: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 13 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 0 |
Total of all active and inactive participants | 2012-04-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
Total participants | 2012-04-01 | 13 |
Number of participants with account balances | 2012-04-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
2011: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 14 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 0 |
Total of all active and inactive participants | 2011-04-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
Total participants | 2011-04-01 | 14 |
Number of participants with account balances | 2011-04-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
2010: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-04-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 14 |
Number of retired or separated participants receiving benefits | 2010-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 0 |
Total of all active and inactive participants | 2010-04-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 0 |
Total participants | 2010-04-01 | 14 |
Number of participants with account balances | 2010-04-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 0 |
2009: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-04-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 14 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 0 |
Total of all active and inactive participants | 2009-04-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
Total participants | 2009-04-01 | 14 |
Measure | Date | Value |
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2023 : MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2023 401k financial data |
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Total income from all sources | 2023-03-31 | $-110,157 |
Expenses. Total of all expenses incurred | 2023-03-31 | $98,362 |
Benefits paid (including direct rollovers) | 2023-03-31 | $93,750 |
Total plan assets at end of year | 2023-03-31 | $2,686,903 |
Total plan assets at beginning of year | 2023-03-31 | $2,895,422 |
Value of fidelity bond covering the plan | 2023-03-31 | $350,000 |
Total contributions received or receivable from participants | 2023-03-31 | $78,659 |
Expenses. Other expenses not covered elsewhere | 2023-03-31 | $4,612 |
Other income received | 2023-03-31 | $-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 loans | 2023-03-31 | $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 |
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Total income from all sources | 2022-03-31 | $192,462 |
Expenses. Total of all expenses incurred | 2022-03-31 | $274,239 |
Benefits paid (including direct rollovers) | 2022-03-31 | $268,661 |
Total plan assets at end of year | 2022-03-31 | $2,895,422 |
Total plan assets at beginning of year | 2022-03-31 | $2,977,199 |
Value of fidelity bond covering the plan | 2022-03-31 | $350,000 |
Total contributions received or receivable from participants | 2022-03-31 | $86,277 |
Expenses. Other expenses not covered elsewhere | 2022-03-31 | $5,578 |
Other income received | 2022-03-31 | $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 loans | 2022-03-31 | $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 |
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Total income from all sources | 2021-03-31 | $1,039,230 |
Expenses. Total of all expenses incurred | 2021-03-31 | $64,545 |
Benefits paid (including direct rollovers) | 2021-03-31 | $60,000 |
Total plan assets at end of year | 2021-03-31 | $2,977,199 |
Total plan assets at beginning of year | 2021-03-31 | $2,002,514 |
Value of fidelity bond covering the plan | 2021-03-31 | $350,000 |
Total contributions received or receivable from participants | 2021-03-31 | $64,813 |
Expenses. Other expenses not covered elsewhere | 2021-03-31 | $4,545 |
Other income received | 2021-03-31 | $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 loans | 2021-03-31 | $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 |
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Total income from all sources | 2020-03-31 | $-80,719 |
Expenses. Total of all expenses incurred | 2020-03-31 | $136,678 |
Benefits paid (including direct rollovers) | 2020-03-31 | $132,529 |
Total plan assets at end of year | 2020-03-31 | $2,002,514 |
Total plan assets at beginning of year | 2020-03-31 | $2,219,911 |
Value of fidelity bond covering the plan | 2020-03-31 | $250,000 |
Total contributions received or receivable from participants | 2020-03-31 | $65,308 |
Expenses. Other expenses not covered elsewhere | 2020-03-31 | $4,149 |
Other income received | 2020-03-31 | $-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 loans | 2020-03-31 | $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 |
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Total income from all sources | 2019-03-31 | $155,567 |
Expenses. Total of all expenses incurred | 2019-03-31 | $148,970 |
Benefits paid (including direct rollovers) | 2019-03-31 | $145,253 |
Total plan assets at end of year | 2019-03-31 | $2,219,911 |
Total plan assets at beginning of year | 2019-03-31 | $2,213,314 |
Value of fidelity bond covering the plan | 2019-03-31 | $250,000 |
Total contributions received or receivable from participants | 2019-03-31 | $59,131 |
Expenses. Other expenses not covered elsewhere | 2019-03-31 | $3,717 |
Other income received | 2019-03-31 | $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 loans | 2019-03-31 | $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 |
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Total income from all sources | 2018-03-31 | $340,925 |
Expenses. Total of all expenses incurred | 2018-03-31 | $100,657 |
Benefits paid (including direct rollovers) | 2018-03-31 | $96,883 |
Total plan assets at end of year | 2018-03-31 | $2,213,314 |
Total plan assets at beginning of year | 2018-03-31 | $1,973,046 |
Value of fidelity bond covering the plan | 2018-03-31 | $250,000 |
Total contributions received or receivable from participants | 2018-03-31 | $55,677 |
Expenses. Other expenses not covered elsewhere | 2018-03-31 | $3,774 |
Other income received | 2018-03-31 | $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 loans | 2018-03-31 | $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 |
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Total income from all sources | 2017-03-31 | $315,655 |
Expenses. Total of all expenses incurred | 2017-03-31 | $264,130 |
Benefits paid (including direct rollovers) | 2017-03-31 | $260,891 |
Total plan assets at end of year | 2017-03-31 | $1,973,046 |
Total plan assets at beginning of year | 2017-03-31 | $1,921,521 |
Value of fidelity bond covering the plan | 2017-03-31 | $220,000 |
Total contributions received or receivable from participants | 2017-03-31 | $51,147 |
Expenses. Other expenses not covered elsewhere | 2017-03-31 | $3,239 |
Other income received | 2017-03-31 | $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 loans | 2017-03-31 | $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 |
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Total income from all sources | 2016-03-31 | $36,547 |
Expenses. Total of all expenses incurred | 2016-03-31 | $19,168 |
Benefits paid (including direct rollovers) | 2016-03-31 | $15,724 |
Total plan assets at end of year | 2016-03-31 | $1,921,521 |
Total plan assets at beginning of year | 2016-03-31 | $1,904,142 |
Value of fidelity bond covering the plan | 2016-03-31 | $220,000 |
Total contributions received or receivable from participants | 2016-03-31 | $59,060 |
Expenses. Other expenses not covered elsewhere | 2016-03-31 | $3,444 |
Other income received | 2016-03-31 | $-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 loans | 2016-03-31 | $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 |
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Total income from all sources | 2015-03-31 | $177,407 |
Expenses. Total of all expenses incurred | 2015-03-31 | $3,186 |
Total plan assets at end of year | 2015-03-31 | $1,904,142 |
Total plan assets at beginning of year | 2015-03-31 | $1,729,921 |
Value of fidelity bond covering the plan | 2015-03-31 | $200,000 |
Total contributions received or receivable from participants | 2015-03-31 | $37,906 |
Other income received | 2015-03-31 | $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 loans | 2015-03-31 | $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 |
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Total income from all sources | 2014-03-31 | $315,945 |
Expenses. Total of all expenses incurred | 2014-03-31 | $36,310 |
Benefits paid (including direct rollovers) | 2014-03-31 | $33,476 |
Total plan assets at end of year | 2014-03-31 | $1,729,921 |
Total plan assets at beginning of year | 2014-03-31 | $1,450,286 |
Value of fidelity bond covering the plan | 2014-03-31 | $175,000 |
Total contributions received or receivable from participants | 2014-03-31 | $54,578 |
Other income received | 2014-03-31 | $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 loans | 2014-03-31 | $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 |
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Total income from all sources | 2013-03-31 | $204,078 |
Expenses. Total of all expenses incurred | 2013-03-31 | $25,253 |
Benefits paid (including direct rollovers) | 2013-03-31 | $22,735 |
Total plan assets at end of year | 2013-03-31 | $1,450,286 |
Total plan assets at beginning of year | 2013-03-31 | $1,271,461 |
Value of fidelity bond covering the plan | 2013-03-31 | $175,000 |
Total contributions received or receivable from participants | 2013-03-31 | $52,082 |
Other income received | 2013-03-31 | $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 loans | 2013-03-31 | $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 |
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Total income from all sources | 2012-03-31 | $78,529 |
Expenses. Total of all expenses incurred | 2012-03-31 | $190,712 |
Benefits paid (including direct rollovers) | 2012-03-31 | $183,741 |
Total plan assets at end of year | 2012-03-31 | $1,271,461 |
Total plan assets at beginning of year | 2012-03-31 | $1,383,644 |
Value of fidelity bond covering the plan | 2012-03-31 | $175,000 |
Total contributions received or receivable from participants | 2012-03-31 | $58,763 |
Other income received | 2012-03-31 | $-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 loans | 2012-03-31 | $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 |
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Total income from all sources | 2011-03-31 | $235,190 |
Expenses. Total of all expenses incurred | 2011-03-31 | $11,437 |
Benefits paid (including direct rollovers) | 2011-03-31 | $3,000 |
Total plan assets at end of year | 2011-03-31 | $1,383,644 |
Total plan assets at beginning of year | 2011-03-31 | $1,159,891 |
Value of fidelity bond covering the plan | 2011-03-31 | $175,000 |
Total contributions received or receivable from participants | 2011-03-31 | $74,908 |
Other income received | 2011-03-31 | $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 loans | 2011-03-31 | $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 |
2022: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2022 form 5500 responses |
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2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | Plan funding arrangement – Insurance | Yes |
2022-04-01 | Plan funding arrangement – Trust | Yes |
2022-04-01 | Plan benefit arrangement – Insurance | Yes |
2022-04-01 | Plan benefit arrangement - Trust | Yes |
2021: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2021 form 5500 responses |
---|
2021-04-01 | Type of plan entity | Single employer plan |
2021-04-01 | Plan funding arrangement – Insurance | Yes |
2021-04-01 | Plan funding arrangement – Trust | Yes |
2021-04-01 | Plan benefit arrangement – Insurance | Yes |
2021-04-01 | Plan benefit arrangement - Trust | Yes |
2020: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2020 form 5500 responses |
---|
2020-04-01 | Type of plan entity | Single employer plan |
2020-04-01 | Plan funding arrangement – Insurance | Yes |
2020-04-01 | Plan funding arrangement – Trust | Yes |
2020-04-01 | Plan benefit arrangement – Insurance | Yes |
2020-04-01 | Plan benefit arrangement - Trust | Yes |
2019: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2019 form 5500 responses |
---|
2019-04-01 | Type of plan entity | Single employer plan |
2019-04-01 | Plan funding arrangement – Insurance | Yes |
2019-04-01 | Plan funding arrangement – Trust | Yes |
2019-04-01 | Plan benefit arrangement – Insurance | Yes |
2019-04-01 | Plan benefit arrangement - Trust | Yes |
2018: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2018 form 5500 responses |
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2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | Plan funding arrangement – Insurance | Yes |
2018-04-01 | Plan funding arrangement – Trust | Yes |
2018-04-01 | Plan benefit arrangement – Insurance | Yes |
2018-04-01 | Plan benefit arrangement - Trust | Yes |
2017: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2017 form 5500 responses |
---|
2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Plan funding arrangement – Insurance | Yes |
2017-04-01 | Plan funding arrangement – Trust | Yes |
2017-04-01 | Plan benefit arrangement – Insurance | Yes |
2017-04-01 | Plan benefit arrangement - Trust | Yes |
2016: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2016 form 5500 responses |
---|
2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | Plan funding arrangement – Insurance | Yes |
2016-04-01 | Plan funding arrangement – Trust | Yes |
2016-04-01 | Plan benefit arrangement – Insurance | Yes |
2016-04-01 | Plan benefit arrangement - Trust | Yes |
2015: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2015 form 5500 responses |
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2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Submission has been amended | Yes |
2015-04-01 | Plan funding arrangement – Insurance | Yes |
2015-04-01 | Plan funding arrangement – Trust | Yes |
2015-04-01 | Plan benefit arrangement – Insurance | Yes |
2015-04-01 | Plan benefit arrangement - Trust | Yes |
2014: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2014 form 5500 responses |
---|
2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Plan funding arrangement – Insurance | Yes |
2014-04-01 | Plan funding arrangement – Trust | Yes |
2014-04-01 | Plan benefit arrangement – Insurance | Yes |
2014-04-01 | Plan benefit arrangement - Trust | Yes |
2013: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2013 form 5500 responses |
---|
2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Plan funding arrangement – Insurance | Yes |
2013-04-01 | Plan funding arrangement – Trust | Yes |
2013-04-01 | Plan benefit arrangement – Insurance | Yes |
2013-04-01 | Plan benefit arrangement - Trust | Yes |
2012: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2012 form 5500 responses |
---|
2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Plan funding arrangement – Insurance | Yes |
2012-04-01 | Plan funding arrangement – Trust | Yes |
2012-04-01 | Plan benefit arrangement – Insurance | Yes |
2012-04-01 | Plan benefit arrangement - Trust | Yes |
2011: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2011 form 5500 responses |
---|
2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Plan funding arrangement – Insurance | Yes |
2011-04-01 | Plan funding arrangement – Trust | Yes |
2011-04-01 | Plan benefit arrangement – Insurance | Yes |
2011-04-01 | Plan benefit arrangement - Trust | Yes |
2010: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2010 form 5500 responses |
---|
2010-04-01 | Type of plan entity | Single employer plan |
2010-04-01 | Plan funding arrangement – Insurance | Yes |
2010-04-01 | Plan funding arrangement – Trust | Yes |
2010-04-01 | Plan benefit arrangement – Insurance | Yes |
2010-04-01 | Plan benefit arrangement - Trust | Yes |
2009: MASSIE, FUDEMBERG, GOLDBERG L.L.C. SAVINGS & RETIREMENT PLAN 2009 form 5500 responses |
---|
2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | Plan funding arrangement – Insurance | Yes |
2009-04-01 | Plan funding arrangement – Trust | Yes |
2009-04-01 | Plan benefit arrangement – Insurance | Yes |
2009-04-01 | Plan benefit arrangement - Trust | Yes |
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698024 |
Policy instance | 1 |
Insurance contract or identification number | 698024 | Number of Individuals Covered | 10 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $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 Broker | USD $2,542 | Additional information about fees paid to insurance broker | 3 3 |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698024 |
Policy instance | 1 |
Insurance contract or identification number | 698024 | Number of Individuals Covered | 12 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $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 Broker | USD $5,510 | Additional information about fees paid to insurance broker | 3 3 |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698024 |
Policy instance | 1 |
Insurance contract or identification number | 698024 | Number of Individuals Covered | 12 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of commissions paid to insurance broker | USD $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 Broker | USD $3,991 | Additional information about fees paid to insurance broker | 3 3 |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698024 |
Policy instance | 1 |
Insurance contract or identification number | 698024 | Number of Individuals Covered | 12 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $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 Broker | USD $4,560 | Additional information about fees paid to insurance broker | 3 3 |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698024 |
Policy instance | 1 |
Insurance contract or identification number | 698024 | Number of Individuals Covered | 12 | Insurance policy start date | 2018-04-01 | Insurance policy end date | 2019-03-31 | Total amount of commissions paid to insurance broker | USD $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 Broker | USD $4,314 | Additional information about fees paid to insurance broker | 3 3 |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698024 |
Policy instance | 1 |
Insurance contract or identification number | 698024 | Number of Individuals Covered | 11 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2018-03-31 | Total amount of commissions paid to insurance broker | USD $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 Broker | USD $4,221 | Additional information about fees paid to insurance broker | 3 3 | Insurance broker name | MICHAEL D GOLDBERG, CLU, CHFC |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698024 |
Policy instance | 1 |
Insurance contract or identification number | 698024 | Number of Individuals Covered | 12 | Insurance policy start date | 2015-04-01 | Insurance policy end date | 2016-03-31 | Total amount of commissions paid to insurance broker | USD $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 Broker | USD $3,781 | Additional information about fees paid to insurance broker | 3 3 | Insurance broker name | MICHAEL D GOLDBERG, CLU, CHFC |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698024 |
Policy instance | 1 |
Insurance contract or identification number | 698024 | Number of Individuals Covered | 12 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-03-31 | Total amount of commissions paid to insurance broker | USD $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 Broker | USD $3,116 | Additional information about fees paid to insurance broker | 3 3 | Insurance broker name | MICHAEL D GOLDBERG, CLU, CHFC |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698024 |
Policy instance | 1 |
Insurance contract or identification number | 698024 | Number of Individuals Covered | 13 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-03-31 | Total amount of commissions paid to insurance broker | USD $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 Broker | USD $2,601 | Additional information about fees paid to insurance broker | 3 3 | Insurance broker name | MICHAEL D GOLDBERG, CLU, CHFC |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 698024 |
Policy instance | 1 |
Insurance contract or identification number | 698024 | Number of Individuals Covered | 14 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $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 number | 648293 |
Policy instance | 1 |
Insurance contract or identification number | 648293 | Number of Individuals Covered | 14 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Total amount of commissions paid to insurance broker | USD $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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