SCHWARTZ, GOLD, COHEN, ZAKARIN & KOTLER, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview
| Plan Name | SCHWARTZ, GOLD, COHEN, ZAKARIN & KOTLER, P.A. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
SCHWARTZ, GOLD, COHEN, ZAKARIN & KOTLER, P.A. 401(K) PROFIT SHARING PLAN Benefits
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits | - Profit-sharing
- ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
- Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
- 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.
- 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.
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401k Sponsoring company profile
SCHWARTZ, GOLD, COHEN, ZAKARIN & KOTLER, P.A. has sponsored the creation of one or more 401k plans.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan SCHWARTZ, GOLD, COHEN, ZAKARIN & KOTLER, P.A. 401(K) PROFIT SHARING PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2021-01-01 | MICHAEL I. KOTLER | 2022-03-25 | | |
| 001 | 2020-01-01 | MICHAEL I. KOTLER | 2021-09-02 | | |
| 001 | 2019-01-01 | MICHAEL I. KOTLER | 2020-09-22 | | |
| 001 | 2018-01-01 | MICHAEL I. KOTLER | 2019-04-01 | | |
| 001 | 2017-01-01 | MICHAEL I. KOTLER | 2018-10-02 | | |
| 001 | 2016-01-01 | MICHAEL I. KOTLER | 2017-10-03 | | |
| 001 | 2015-01-01 | MICHAEL I. KOTLER | 2016-10-14 | | |
| 001 | 2014-01-01 | EDWARD COHEN | 2015-09-29 | | |
| 001 | 2013-01-01 | MICHAEL I. KOTLER | 2014-10-06 | | |
| 001 | 2012-01-01 | MICHAEL I. KOTLER | 2013-06-14 | | |
| 001 | 2011-01-01 | CARIBBEAN PENSION CONSULTANTS | 2012-10-03 | | |
| 001 | 2010-01-01 | MICHAEL KOTLER | | MICHAEL KOTLER | 2011-07-08 |
| 001 | 2009-01-01 | MICHAEL I. KOTLER | | | |
Plan Statistics for SCHWARTZ, GOLD, COHEN, ZAKARIN & KOTLER, P.A. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for SCHWARTZ, GOLD, COHEN, ZAKARIN & KOTLER, P.A. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2010: SCHWARTZ, GOLD, COHEN, ZAKARIN & KOTLER, P.A. 401(K) PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 15 |
| Number of participants with account balances | 2010-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: SCHWARTZ, GOLD, COHEN, ZAKARIN & KOTLER, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 14 |
| Number of participants with account balances | 2009-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Financial Data on SCHWARTZ, GOLD, COHEN, ZAKARIN & KOTLER, P.A. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2010 : SCHWARTZ, GOLD, COHEN, ZAKARIN & KOTLER, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $138,038 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $39,547 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $35,448 |
| Total plan assets at end of year | 2010-12-31 | $678,808 |
| Total plan assets at beginning of year | 2010-12-31 | $580,317 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $19,917 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $71,933 |
| Net income (gross income less expenses) | 2010-12-31 | $98,491 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $678,808 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $580,317 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $46,188 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,099 |
Form 5500 Responses for SCHWARTZ, GOLD, COHEN, ZAKARIN & KOTLER, P.A. 401(K) PROFIT SHARING PLAN
| 2010: SCHWARTZ, GOLD, COHEN, ZAKARIN & KOTLER, P.A. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SCHWARTZ, GOLD, COHEN, ZAKARIN & KOTLER, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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