401k Plan data: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN plan

MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN
Plan identification number	001

MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE MARGOLIS LAW FIRM LLC has sponsored the creation of one or more 401k plans.

Company Name: THE MARGOLIS LAW FIRM LLC

Employer identification number (EIN): 562425203

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 DEBORAH MARGOLIS DEBORAH MARGOLIS 2016-07-08
001 2014-01-01 DEBORAH MARGOLIS
001 2012-01-01 MARTIN G. MARGOLIS MARTIN G. MARAGOLIS 2013-07-29
001 2011-01-01 MARTIN G. MARGOLIS
001 2010-01-01 MARTIN G. MARGOLIS MARTIN G. MARGOLIS 2011-10-04
001 2009-01-01 MARTIN G. MARGOLIS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	DEBORAH MARGOLIS	DEBORAH MARGOLIS	2016-07-08
001	2014-01-01	DEBORAH MARGOLIS
001	2012-01-01	MARTIN G. MARGOLIS	MARTIN G. MARAGOLIS	2013-07-29
001	2011-01-01	MARTIN G. MARGOLIS
001	2010-01-01	MARTIN G. MARGOLIS	MARTIN G. MARGOLIS	2011-10-04
001	2009-01-01	MARTIN G. MARGOLIS

Plan Statistics for MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN

401k plan membership statisitcs for MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN

Measure Date Value
2015: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2012: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2012: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN

Measure	Date	Value
2015 : MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$12,286
Expenses. Total of all expenses incurred	2015-12-31	$599,906
Benefits paid (including direct rollovers)	2015-12-31	$577,804
Total plan assets at end of year	2015-12-31	$8,581
Total plan assets at beginning of year	2015-12-31	$596,201
Other income received	2015-12-31	$12,286
Net income (gross income less expenses)	2015-12-31	$-587,620
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,581
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$596,201
Value of certain deemed distributions of participant loans	2015-12-31	$22,102
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$28,318
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$596,201
Total plan assets at beginning of year	2014-12-31	$567,883
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$28,318
Net income (gross income less expenses)	2014-12-31	$28,318
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$596,201
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$567,883
Assets. Value of participant loans	2014-12-31	$21,514
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2012 : MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$73,980
Expenses. Total of all expenses incurred	2012-12-31	$33,015
Benefits paid (including direct rollovers)	2012-12-31	$26,517
Total plan assets at end of year	2012-12-31	$466,661
Total plan assets at beginning of year	2012-12-31	$425,696
Total contributions received or receivable from participants	2012-12-31	$33,600
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$37,020
Net income (gross income less expenses)	2012-12-31	$40,965
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$466,661
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$425,696
Assets. Value of participant loans	2012-12-31	$18,985
Total contributions received or receivable from employer(s)	2012-12-31	$3,360
Value of certain deemed distributions of participant loans	2012-12-31	$6,498
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$41,808
Expenses. Total of all expenses incurred	2011-12-31	$411
Benefits paid (including direct rollovers)	2011-12-31	$411
Total plan assets at end of year	2011-12-31	$425,696
Total plan assets at beginning of year	2011-12-31	$384,299
Total contributions received or receivable from participants	2011-12-31	$36,300
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$1,878
Net income (gross income less expenses)	2011-12-31	$41,397
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$425,696
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$384,299
Assets. Value of participant loans	2011-12-31	$28,395
Total contributions received or receivable from employer(s)	2011-12-31	$3,630
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$71,241
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$384,299
Total plan assets at beginning of year	2010-12-31	$313,058
Total contributions received or receivable from participants	2010-12-31	$36,700
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$30,871
Net income (gross income less expenses)	2010-12-31	$71,241
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$384,299
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$313,058
Assets. Value of participant loans	2010-12-31	$33,537
Total contributions received or receivable from employer(s)	2010-12-31	$3,670
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN

2015: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2012: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MARGOLIS LAW FIRM LLC, THE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

MARGOLIS LAW FIRM, P.A. 401(K) PLAN [EIN = 205000470]

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Company Name:	THE MARGOLIS LAW FIRM LLC
Employer identification number (EIN):	562425203
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers