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BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING 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
  • 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.
  • 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

BECKER & POLIAKOFF, P.A. has sponsored the creation of one or more 401k plans.

Company Name:BECKER & POLIAKOFF, P.A.
Employer identification number (EIN):591640708
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about BECKER & POLIAKOFF, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1975-12-22
Company Identification Number: 490721
Legal Registered Office Address: 1 East Broward Boulevard

FT LAUDERDALE

33301

More information about BECKER & POLIAKOFF, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARILYN FONG2023-08-15
0012021-01-01MARILYN FONG2022-07-29
0012021-01-01MARILYN FONG2022-07-29
0012020-01-01MARILYN FONG2021-07-28
0012019-01-01MARILYN FONG2020-07-23
0012018-01-01MARILYN FONG2019-08-08
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01GILMA MORENO
0012011-01-01ANN MEZADIEU
0012009-01-01ANN MEZADIEU
0012009-01-01ANN MEZADIEU

Plan Statistics for BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01349
Total number of active participants reported on line 7a of the Form 55002022-01-01254
Number of retired or separated participants receiving benefits2022-01-0138
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01339
Number of participants with account balances2022-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01357
Total number of active participants reported on line 7a of the Form 55002021-01-01248
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01343
Number of participants with account balances2021-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01365
Total number of active participants reported on line 7a of the Form 55002020-01-01260
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-0179
Total of all active and inactive participants2020-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01352
Number of participants with account balances2020-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01359
Total number of active participants reported on line 7a of the Form 55002019-01-01259
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01351
Number of participants with account balances2019-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01387
Total number of active participants reported on line 7a of the Form 55002018-01-01260
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0189
Total of all active and inactive participants2018-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01352
Number of participants with account balances2018-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01390
Total number of active participants reported on line 7a of the Form 55002017-01-01268
Number of retired or separated participants receiving benefits2017-01-0123
Number of other retired or separated participants entitled to future benefits2017-01-0191
Total of all active and inactive participants2017-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01382
Number of participants with account balances2017-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01429
Total number of active participants reported on line 7a of the Form 55002016-01-01292
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01385
Number of participants with account balances2016-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01458
Total number of active participants reported on line 7a of the Form 55002015-01-01315
Number of retired or separated participants receiving benefits2015-01-0134
Number of other retired or separated participants entitled to future benefits2015-01-0178
Total of all active and inactive participants2015-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01427
Number of participants with account balances2015-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01465
Total number of active participants reported on line 7a of the Form 55002014-01-01322
Number of retired or separated participants receiving benefits2014-01-0139
Number of other retired or separated participants entitled to future benefits2014-01-0195
Total of all active and inactive participants2014-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01456
Number of participants with account balances2014-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0130
2013: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01391
Total number of active participants reported on line 7a of the Form 55002013-01-01367
Number of retired or separated participants receiving benefits2013-01-0133
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01456
Number of participants with account balances2013-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
2012: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01424
Total number of active participants reported on line 7a of the Form 55002012-01-01310
Number of retired or separated participants receiving benefits2012-01-0127
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01382
Number of participants with account balances2012-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0132
2011: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01408
Total number of active participants reported on line 7a of the Form 55002011-01-01330
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0190
Total of all active and inactive participants2011-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01420
Number of participants with account balances2011-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0146
2009: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01482
Total number of active participants reported on line 7a of the Form 55002009-01-01354
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01397
Number of participants with account balances2009-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0140

Financial Data on BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,000
Total income from all sources (including contributions)2022-12-31$-5,119,886
Total of all expenses incurred2022-12-31$1,792,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,689,982
Expenses. Certain deemed distributions of participant loans2022-12-31$690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,514,237
Value of total assets at end of year2022-12-31$39,216,636
Value of total assets at beginning of year2022-12-31$46,141,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$101,942
Total interest from all sources2022-12-31$11,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,845,823
Participant contributions at end of year2022-12-31$182,315
Participant contributions at beginning of year2022-12-31$209,809
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$8,223
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$329,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$12,000
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$26,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,912,500
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,216,636
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$46,129,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,699,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$42,663,110
Interest on participant loans2022-12-31$11,368
Interest earned on other investments2022-12-31$-7
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,308,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,201,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,645,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$339,199
Employer contributions (assets) at end of year2022-12-31$26,861
Employer contributions (assets) at beginning of year2022-12-31$32,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,689,982
Contract administrator fees2022-12-31$101,942
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TEMPLETON & COMPANY, LLC
Accountancy firm EIN2022-12-31141918990
2021 : BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,000
Total income from all sources (including contributions)2021-12-31$8,356,156
Total of all expenses incurred2021-12-31$2,576,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,406,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,614,268
Value of total assets at end of year2021-12-31$46,141,136
Value of total assets at beginning of year2021-12-31$40,361,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$170,409
Total interest from all sources2021-12-31$13,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$10,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,789,537
Participant contributions at end of year2021-12-31$209,809
Participant contributions at beginning of year2021-12-31$223,589
Participant contributions at end of year2021-12-31$8,223
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$535,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$12,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$12,000
Total non interest bearing cash at end of year2021-12-31$26,189
Total non interest bearing cash at beginning of year2021-12-31$20,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,779,454
Value of net assets at end of year (total assets less liabilities)2021-12-31$46,129,136
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,349,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$154,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$42,663,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,035,761
Interest on participant loans2021-12-31$13,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,201,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,063,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,728,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$289,424
Employer contributions (assets) at end of year2021-12-31$32,549
Employer contributions (assets) at beginning of year2021-12-31$18,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,406,293
Contract administrator fees2021-12-31$6,150
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FRAZIER & DEETER, LLC
Accountancy firm EIN2021-12-31581433845
2020 : BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,000
Total income from all sources (including contributions)2020-12-31$7,890,474
Total of all expenses incurred2020-12-31$3,774,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,644,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,267,183
Value of total assets at end of year2020-12-31$40,361,682
Value of total assets at beginning of year2020-12-31$36,245,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$130,590
Total interest from all sources2020-12-31$15,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,750
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,801,292
Participant contributions at end of year2020-12-31$223,589
Participant contributions at beginning of year2020-12-31$287,543
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$90,168
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$172,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$12,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$12,000
Total non interest bearing cash at end of year2020-12-31$20,132
Total non interest bearing cash at beginning of year2020-12-31$9,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,115,701
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,349,682
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$36,233,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$126,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,035,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,318,710
Interest on participant loans2020-12-31$15,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,063,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,514,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,608,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$293,366
Employer contributions (assets) at end of year2020-12-31$18,948
Employer contributions (assets) at beginning of year2020-12-31$26,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,644,183
Contract administrator fees2020-12-31$2,060
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FRAZIER & DEETER, LLC
Accountancy firm EIN2020-12-31581433845
2019 : BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$25,853
Total income from all sources (including contributions)2019-12-31$8,532,852
Total of all expenses incurred2019-12-31$3,810,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,665,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,961,646
Value of total assets at end of year2019-12-31$36,245,981
Value of total assets at beginning of year2019-12-31$31,537,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$144,707
Total interest from all sources2019-12-31$16,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$9,441
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,643,687
Participant contributions at end of year2019-12-31$287,543
Participant contributions at beginning of year2019-12-31$288,380
Participant contributions at end of year2019-12-31$90,168
Participant contributions at beginning of year2019-12-31$167
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$49,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$12,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$25,853
Total non interest bearing cash at end of year2019-12-31$9,053
Total non interest bearing cash at beginning of year2019-12-31$20,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,722,338
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,233,981
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,511,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$132,091
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,318,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,625,951
Interest on participant loans2019-12-31$16,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,514,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,589,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,554,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$268,017
Employer contributions (assets) at end of year2019-12-31$26,121
Employer contributions (assets) at beginning of year2019-12-31$13,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,665,807
Contract administrator fees2019-12-31$3,175
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FRAZIER & DEETER, LLC
Accountancy firm EIN2019-12-31581433845
2018 : BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$25,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,000
Total income from all sources (including contributions)2018-12-31$758,900
Total of all expenses incurred2018-12-31$2,571,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,421,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,734,493
Value of total assets at end of year2018-12-31$31,537,496
Value of total assets at beginning of year2018-12-31$33,335,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$149,550
Total interest from all sources2018-12-31$16,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$10,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,513,668
Participant contributions at end of year2018-12-31$288,380
Participant contributions at beginning of year2018-12-31$250,913
Participant contributions at end of year2018-12-31$167
Participant contributions at beginning of year2018-12-31$3,722
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$25,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$12,000
Total non interest bearing cash at end of year2018-12-31$20,236
Total non interest bearing cash at beginning of year2018-12-31$34,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,812,250
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,511,643
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,323,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$135,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,625,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,676,337
Interest on participant loans2018-12-31$16,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,589,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,349,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-992,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$220,796
Employer contributions (assets) at end of year2018-12-31$13,320
Employer contributions (assets) at beginning of year2018-12-31$20,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,421,600
Contract administrator fees2018-12-31$4,409
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FRAZIER & DEETER, LLC
Accountancy firm EIN2018-12-31581433845
2017 : BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,847
Total income from all sources (including contributions)2017-12-31$6,402,581
Total of all expenses incurred2017-12-31$1,109,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,023,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,815,848
Value of total assets at end of year2017-12-31$33,335,893
Value of total assets at beginning of year2017-12-31$28,043,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$85,933
Total interest from all sources2017-12-31$20,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$3,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,545,261
Participant contributions at end of year2017-12-31$250,913
Participant contributions at beginning of year2017-12-31$241,330
Participant contributions at end of year2017-12-31$3,722
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$35,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$12,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$12,847
Total non interest bearing cash at end of year2017-12-31$34,621
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,293,149
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,323,893
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,030,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$79,014
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,676,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,770,225
Interest on participant loans2017-12-31$13,205
Interest earned on other investments2017-12-31$6,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,349,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,566,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$234,827
Employer contributions (assets) at end of year2017-12-31$20,969
Employer contributions (assets) at beginning of year2017-12-31$32,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,023,499
Contract administrator fees2017-12-31$3,919
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FRAZIER & DEETER, LLC
Accountancy firm EIN2017-12-31581433845
2016 : BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$13,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,283
Total income from all sources (including contributions)2016-12-31$3,878,239
Total of all expenses incurred2016-12-31$2,388,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,373,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,967,292
Value of total assets at end of year2016-12-31$28,043,591
Value of total assets at beginning of year2016-12-31$26,540,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,976
Total interest from all sources2016-12-31$11,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,663,687
Participant contributions at end of year2016-12-31$241,330
Participant contributions at beginning of year2016-12-31$220,268
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$108,136
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$12,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$13,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,490,193
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,030,744
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,527,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,770,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,162,278
Interest on participant loans2016-12-31$11,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,899,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$300,076
Employer contributions (assets) at end of year2016-12-31$32,036
Employer contributions (assets) at beginning of year2016-12-31$49,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,373,070
Contract administrator fees2016-12-31$14,976
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FRAZIER & DEETER, LLC
Accountancy firm EIN2016-12-31581433845
2015 : BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,289
Total income from all sources (including contributions)2015-12-31$2,556,042
Total of all expenses incurred2015-12-31$2,356,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,349,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,418,709
Value of total assets at end of year2015-12-31$26,540,326
Value of total assets at beginning of year2015-12-31$26,341,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,739
Total interest from all sources2015-12-31$7,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,754,149
Participant contributions at end of year2015-12-31$220,268
Participant contributions at beginning of year2015-12-31$171,570
Participant contributions at end of year2015-12-31$108,136
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$371,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$13,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$14,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$199,543
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,527,043
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,327,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$26,162,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,118,679
Interest on participant loans2015-12-31$7,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$129,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$292,972
Employer contributions (assets) at end of year2015-12-31$49,644
Employer contributions (assets) at beginning of year2015-12-31$51,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,349,760
Contract administrator fees2015-12-31$6,739
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FRAZIER & DEETER, LLC
Accountancy firm EIN2015-12-31581433845
2014 : BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$2,508,047
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,289
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,000
Total income from all sources (including contributions)2014-12-31$3,935,195
Total of all expenses incurred2014-12-31$3,995,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,989,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,148,108
Value of total assets at end of year2014-12-31$26,341,789
Value of total assets at beginning of year2014-12-31$23,891,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,871
Total interest from all sources2014-12-31$4,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,739,610
Participant contributions at end of year2014-12-31$171,570
Participant contributions at beginning of year2014-12-31$172,816
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$97,134
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$97,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$14,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$12,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-59,921
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,327,500
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,879,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,118,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,547,799
Interest on participant loans2014-12-31$4,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,782,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$311,246
Employer contributions (assets) at end of year2014-12-31$51,356
Employer contributions (assets) at beginning of year2014-12-31$73,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,989,245
Contract administrator fees2014-12-31$5,871
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FRAZIER & DEETER, LLC
Accountancy firm EIN2014-12-31581433845
2013 : BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$11,949
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,000
Total income from all sources (including contributions)2013-12-31$6,183,884
Total of all expenses incurred2013-12-31$1,202,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,165,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,186,341
Value of total assets at end of year2013-12-31$23,891,374
Value of total assets at beginning of year2013-12-31$18,897,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,423
Total interest from all sources2013-12-31$10,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,593,848
Participant contributions at end of year2013-12-31$172,816
Participant contributions at beginning of year2013-12-31$140,110
Participant contributions at end of year2013-12-31$97,134
Participant contributions at beginning of year2013-12-31$4,181
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$255,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$12,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$12,000
Other income not declared elsewhere2013-12-31$37
Administrative expenses (other) incurred2013-12-31$-66
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,981,828
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,879,374
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,885,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$18,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,547,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$18,704,143
Interest on participant loans2013-12-31$10,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,483,188
Net investment gain/loss from pooled separate accounts2013-12-31$2,504,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$336,835
Employer contributions (assets) at end of year2013-12-31$73,625
Employer contributions (assets) at beginning of year2013-12-31$46,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,165,633
Contract administrator fees2013-12-31$17,645
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FRAZIER & DEETER, LLC
Accountancy firm EIN2013-12-31581433845
2012 : BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,000
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,165,433
Total of all expenses incurred2012-12-31$1,289,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,247,199
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,031,872
Value of total assets at end of year2012-12-31$18,897,597
Value of total assets at beginning of year2012-12-31$16,021,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$42,270
Total interest from all sources2012-12-31$4,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,567,905
Participant contributions at end of year2012-12-31$140,110
Participant contributions at beginning of year2012-12-31$102,658
Participant contributions at end of year2012-12-31$4,181
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$177,391
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$12,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$12,000
Administrative expenses (other) incurred2012-12-31$99
Total non interest bearing cash at end of year2012-12-31$526
Total non interest bearing cash at beginning of year2012-12-31$967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,875,964
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,885,597
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,009,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$21,040
Value of interest in pooled separate accounts at end of year2012-12-31$18,704,143
Value of interest in pooled separate accounts at beginning of year2012-12-31$15,877,949
Interest on participant loans2012-12-31$4,182
Interest earned on other investments2012-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$467
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$2,129,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$286,576
Employer contributions (assets) at end of year2012-12-31$46,589
Employer contributions (assets) at beginning of year2012-12-31$39,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,247,199
Contract administrator fees2012-12-31$21,131
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FRAZIER & DEETER, LLC
Accountancy firm EIN2012-12-31581433845
2011 : BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,000
Total income from all sources (including contributions)2011-12-31$1,481,806
Total of all expenses incurred2011-12-31$888,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$838,299
Value of total corrective distributions2011-12-31$758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,035,340
Value of total assets at end of year2011-12-31$16,021,633
Value of total assets at beginning of year2011-12-31$15,426,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$49,381
Total interest from all sources2011-12-31$5,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,510,002
Participant contributions at end of year2011-12-31$102,658
Participant contributions at beginning of year2011-12-31$141,064
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$132,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$12,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$10,000
Administrative expenses (other) incurred2011-12-31$12
Total non interest bearing cash at end of year2011-12-31$967
Total non interest bearing cash at beginning of year2011-12-31$14,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$593,368
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,009,633
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,416,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$19,176
Value of interest in pooled separate accounts at end of year2011-12-31$15,877,949
Value of interest in pooled separate accounts at beginning of year2011-12-31$15,230,264
Interest on participant loans2011-12-31$5,023
Interest earned on other investments2011-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,147
Net investment gain/loss from pooled separate accounts2011-12-31$-558,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$392,778
Employer contributions (assets) at end of year2011-12-31$39,592
Employer contributions (assets) at beginning of year2011-12-31$38,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$838,299
Contract administrator fees2011-12-31$30,193
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FRAZIER & DEETER, LLC
Accountancy firm EIN2011-12-31581433845
2010 : BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,500
Total income from all sources (including contributions)2010-12-31$3,275,651
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$776,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$729,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,836,815
Value of total assets at end of year2010-12-31$15,426,265
Value of total assets at beginning of year2010-12-31$12,926,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$47,792
Total interest from all sources2010-12-31$4,006
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$12,466
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,482,291
Participant contributions at end of year2010-12-31$141,064
Participant contributions at beginning of year2010-12-31$57,802
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$73,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$10,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$8,500
Administrative expenses (other) incurred2010-12-31$72
Total non interest bearing cash at end of year2010-12-31$14,027
Total non interest bearing cash at beginning of year2010-12-31$49,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,498,661
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,416,265
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,917,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$16,421
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,804,647
Value of interest in pooled separate accounts at end of year2010-12-31$15,230,264
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$3,991
Interest earned on other investments2010-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,317
Net investment gain/loss from pooled separate accounts2010-12-31$1,434,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$280,831
Employer contributions (assets) at end of year2010-12-31$38,763
Employer contributions (assets) at beginning of year2010-12-31$12,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$729,198
Contract administrator fees2010-12-31$18,833
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FRAZIER & DEETER, LLC
Accountancy firm EIN2010-12-31581433845
2009 : BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING 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 BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN

2022: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781055-01
Policy instance 2
Insurance contract or identification number781055-01
Number of Individuals Covered94
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62502 - 1
Policy instance 1
Insurance contract or identification numberMR 62502 - 1
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62502 - 1
Policy instance 1
Insurance contract or identification numberMR 62502 - 1
Number of Individuals Covered261
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62502 - 1
Policy instance 1
Insurance contract or identification numberMR 62502 - 1
Number of Individuals Covered265
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62502 - 1
Policy instance 1
Insurance contract or identification numberMR 62502 - 1
Number of Individuals Covered274
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62502 - 1
Policy instance 1
Insurance contract or identification numberMR 62502 - 1
Number of Individuals Covered269
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62502 - 1
Policy instance 2
Insurance contract or identification numberMR 62502 - 1
Number of Individuals Covered297
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number833387
Policy instance 1
Insurance contract or identification number833387
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-04-30
Total amount of commissions paid to insurance brokerUSD $33,115
Total amount of fees paid to insurance companyUSD $5,574
Commission paid to Insurance BrokerUSD $26,137
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH PIERCE FENNER &
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number59613
Policy instance 1
Insurance contract or identification number59613
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-10-14
Total amount of fees paid to insurance companyUSD $7,721
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees7721
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameTHE PENSION STUDIO LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number59613
Policy instance 1
Insurance contract or identification number59613
Number of Individuals Covered360
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,687
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8687
Additional information about fees paid to insurance brokerTPA FEES PAID AND TPS COMPENSATION
Insurance broker organization code?5
Insurance broker nameTHE PENSION STUDIO LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number59613
Policy instance 1
Insurance contract or identification number59613
Number of Individuals Covered356
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,967
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number89193
Policy instance 1
Insurance contract or identification number89193
Number of Individuals Covered364
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,470
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?Yes
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
Amount paid for insurance broker fees7470
Additional information about fees paid to insurance brokerTPA COMPENSATION/OTHER
Insurance broker organization code?5
Insurance broker nameSENTINEL BENEFITS GROUP INC

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