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CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN 401k Plan overview

Plan NameCATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN
Plan identification number 001

CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN 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
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

CATALANO GALLARDO & PETROPOULOS, LLP has sponsored the creation of one or more 401k plans.

Company Name:CATALANO GALLARDO & PETROPOULOS, LLP
Employer identification number (EIN):562418150
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about CATALANO GALLARDO & PETROPOULOS, LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2004-01-07
Company Identification Number: 2996351
Legal Registered Office Address: 100 JERICHO QUADRANGLE
SUITE 326
JERICHO
United States of America (USA)
11753

More information about CATALANO GALLARDO & PETROPOULOS, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GARY PETROPOULOS2023-07-12
0012021-01-01GARY PETROPOULOS2022-07-27
0012020-01-01GARY PETROPOULOS2021-06-15
0012019-01-01GARY PETROPOULOS2020-07-22
0012018-01-01GARY PETROPOULOS2019-05-20
0012017-01-01GARY PETROPOULOS2018-05-17
0012016-01-01GARY PETROPOULOS2017-05-31
0012015-01-01GARY PETROPOULOS2016-05-02
0012014-01-01GARY PETROPOULOS2015-05-18
0012013-01-01GARY PETROPOULOS2014-05-30
0012012-01-01GARY PETROPOULOS2013-07-03
0012011-01-01GARY PETROPOULOS
0012010-01-01GARY PETROPOULOS
0012009-01-01GARY PETROPOULOS

Plan Statistics for CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN

401k plan membership statisitcs for CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN

Measure Date Value
2011: CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0133
Total number of active participants reported on line 7a of the Form 55002011-01-0128
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0131
Number of participants with account balances2011-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0130
Total number of active participants reported on line 7a of the Form 55002010-01-0129
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0133
Number of participants with account balances2010-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0130
Number of participants with account balances2009-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN

Measure Date Value
2011 : CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$225,925
Expenses. Total of all expenses incurred2011-12-31$17,048
Benefits paid (including direct rollovers)2011-12-31$17,048
Total plan assets at end of year2011-12-31$1,092,768
Total plan assets at beginning of year2011-12-31$883,891
Total contributions received or receivable from participants2011-12-31$178,077
Contributions received from other sources (not participants or employers)2011-12-31$15,469
Other income received2011-12-31$-52,838
Net income (gross income less expenses)2011-12-31$208,877
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,092,768
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$883,891
Total contributions received or receivable from employer(s)2011-12-31$85,217
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$333,769
Expenses. Total of all expenses incurred2010-12-31$8,802
Benefits paid (including direct rollovers)2010-12-31$8,802
Total plan assets at end of year2010-12-31$883,891
Total plan assets at beginning of year2010-12-31$558,924
Total contributions received or receivable from participants2010-12-31$173,075
Other income received2010-12-31$79,920
Net income (gross income less expenses)2010-12-31$324,967
Net plan assets at end of year (total assets less liabilities)2010-12-31$883,891
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$558,924
Total contributions received or receivable from employer(s)2010-12-31$80,774
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN

2011: CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CATALANO GALLARDO PETROPOULOS, LLP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number86375
Policy instance 1
Insurance contract or identification number86375
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,086
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION 401K
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342039-000
Policy instance 2
Insurance contract or identification number342039-000
Number of Individuals Covered22
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,927
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number86375
Policy instance 1
Insurance contract or identification number86375
Number of Individuals Covered22
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,565
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION 401K
Commission paid to Insurance BrokerUSD $1,565
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES

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