401k Plan data: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN plan

NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

NATHAN & NATHAN, P.C. has sponsored the creation of one or more 401k plans.

Company Name: NATHAN & NATHAN, P.C.

Employer identification number (EIN): 631132746

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOHN NATHAN
001 2016-01-01 JOHN NATHAN
001 2015-01-01 JOHN NATHAN
001 2014-01-01 JOHN NATHAN
001 2013-01-01 JOHN NATHAN
001 2012-01-01 JOHN NATHAN 2013-01-30
001 2011-01-01 JOHN NATHAN 2012-04-27
001 2010-01-01 JOHN NATHAN 2011-03-29

Plan Statistics for NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 46
Number of retired or separated participants receiving benefits 2023-01-01 5
Number of other retired or separated participants entitled to future benefits 2023-01-01 17
Total of all active and inactive participants 2023-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 69
Number of participants with account balances 2023-01-01 48
2022: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 38
Number of retired or separated participants receiving benefits 2022-01-01 8
Number of other retired or separated participants entitled to future benefits 2022-01-01 10
Total of all active and inactive participants 2022-01-01 56
Total participants 2022-01-01 56
Number of participants with account balances 2022-01-01 41
2021: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 28
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 35
Total participants 2021-01-01 35
Number of participants with account balances 2021-01-01 35
2020: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 43
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 49
Total participants 2020-01-01 49
Number of participants with account balances 2020-01-01 37
2019: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 37
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 47
Number of participants with account balances 2019-01-01 38
2018: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 40
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 47
Number of participants with account balances 2018-01-01 36
2017: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 42
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 45
Number of participants with account balances 2017-01-01 30
2016: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 37
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 41
Total participants 2016-01-01 41
Number of participants with account balances 2016-01-01 26
2015: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 22
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 27
Total participants 2015-01-01 27
Number of participants with account balances 2015-01-01 27
2014: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 22
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 28
Total participants 2014-01-01 28
Number of participants with account balances 2014-01-01 28
2013: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 22
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 26
Total participants 2013-01-01 26
Number of participants with account balances 2013-01-01 26

Measure	Date	Value
2023: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	46
Number of retired or separated participants receiving benefits	2023-01-01	5
Number of other retired or separated participants entitled to future benefits	2023-01-01	17
Total of all active and inactive participants	2023-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	69
Number of participants with account balances	2023-01-01	48
2022: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	38
Number of retired or separated participants receiving benefits	2022-01-01	8
Number of other retired or separated participants entitled to future benefits	2022-01-01	10
Total of all active and inactive participants	2022-01-01	56
Total participants	2022-01-01	56
Number of participants with account balances	2022-01-01	41
2021: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	28
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	35
Total participants	2021-01-01	35
Number of participants with account balances	2021-01-01	35
2020: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	43
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	49
Total participants	2020-01-01	49
Number of participants with account balances	2020-01-01	37
2019: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	37
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	47
Number of participants with account balances	2019-01-01	38
2018: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	40
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	47
Number of participants with account balances	2018-01-01	36
2017: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	42
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	45
Number of participants with account balances	2017-01-01	30
2016: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	37
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	41
Total participants	2016-01-01	41
Number of participants with account balances	2016-01-01	26
2015: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	22
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	27
Total participants	2015-01-01	27
Number of participants with account balances	2015-01-01	27
2014: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	22
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	28
Total participants	2014-01-01	28
Number of participants with account balances	2014-01-01	28
2013: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	22
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	26
Total participants	2013-01-01	26
Number of participants with account balances	2013-01-01	26

Financial Data on NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$529,740
Expenses. Total of all expenses incurred	2023-12-31	$76,986
Benefits paid (including direct rollovers)	2023-12-31	$51,983
Total plan assets at end of year	2023-12-31	$2,822,040
Total plan assets at beginning of year	2023-12-31	$2,369,286
Value of fidelity bond covering the plan	2023-12-31	$237,000
Total contributions received or receivable from participants	2023-12-31	$132,858
Contributions received from other sources (not participants or employers)	2023-12-31	$1,834
Other income received	2023-12-31	$324,895
Net income (gross income less expenses)	2023-12-31	$452,754
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,822,040
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,369,286
Total contributions received or receivable from employer(s)	2023-12-31	$70,153
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$25,003
2022 : NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-162,705
Expenses. Total of all expenses incurred	2022-12-31	$74,238
Benefits paid (including direct rollovers)	2022-12-31	$51,320
Total plan assets at end of year	2022-12-31	$2,369,286
Total plan assets at beginning of year	2022-12-31	$2,606,229
Value of fidelity bond covering the plan	2022-12-31	$261,000
Total contributions received or receivable from participants	2022-12-31	$146,914
Other income received	2022-12-31	$-381,060
Net income (gross income less expenses)	2022-12-31	$-236,943
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,369,286
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,606,229
Total contributions received or receivable from employer(s)	2022-12-31	$71,441
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$22,918
2021 : NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$414,182
Expenses. Total of all expenses incurred	2021-12-31	$52,808
Benefits paid (including direct rollovers)	2021-12-31	$29,319
Total plan assets at end of year	2021-12-31	$2,606,229
Total plan assets at beginning of year	2021-12-31	$2,244,855
Value of fidelity bond covering the plan	2021-12-31	$225,000
Total contributions received or receivable from participants	2021-12-31	$132,471
Other income received	2021-12-31	$212,138
Net income (gross income less expenses)	2021-12-31	$361,374
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,606,229
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,244,855
Total contributions received or receivable from employer(s)	2021-12-31	$69,573
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$23,489
2020 : NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$427,639
Expenses. Total of all expenses incurred	2020-12-31	$101,434
Benefits paid (including direct rollovers)	2020-12-31	$82,362
Total plan assets at end of year	2020-12-31	$2,244,855
Total plan assets at beginning of year	2020-12-31	$1,918,650
Value of fidelity bond covering the plan	2020-12-31	$192,000
Total contributions received or receivable from participants	2020-12-31	$105,221
Contributions received from other sources (not participants or employers)	2020-12-31	$4,778
Other income received	2020-12-31	$253,902
Net income (gross income less expenses)	2020-12-31	$326,205
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,244,855
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,918,650
Total contributions received or receivable from employer(s)	2020-12-31	$63,738
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$19,072
2019 : NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$427,150
Expenses. Total of all expenses incurred	2019-12-31	$617,359
Benefits paid (including direct rollovers)	2019-12-31	$599,438
Total plan assets at end of year	2019-12-31	$1,918,650
Total plan assets at beginning of year	2019-12-31	$2,108,859
Value of fidelity bond covering the plan	2019-12-31	$211,000
Total contributions received or receivable from participants	2019-12-31	$85,536
Other income received	2019-12-31	$289,944
Net income (gross income less expenses)	2019-12-31	$-190,209
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,918,650
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,108,859
Total contributions received or receivable from employer(s)	2019-12-31	$51,670
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$17,921
2018 : NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$65,944
Expenses. Total of all expenses incurred	2018-12-31	$35,440
Benefits paid (including direct rollovers)	2018-12-31	$14,773
Total plan assets at end of year	2018-12-31	$2,108,859
Total plan assets at beginning of year	2018-12-31	$2,078,355
Value of fidelity bond covering the plan	2018-12-31	$208,000
Total contributions received or receivable from participants	2018-12-31	$104,864
Other income received	2018-12-31	$-90,051
Net income (gross income less expenses)	2018-12-31	$30,504
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,108,859
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,078,355
Total contributions received or receivable from employer(s)	2018-12-31	$51,131
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$20,667
2017 : NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$330,213
Expenses. Total of all expenses incurred	2017-12-31	$26,411
Benefits paid (including direct rollovers)	2017-12-31	$7,289
Total plan assets at end of year	2017-12-31	$2,078,355
Total plan assets at beginning of year	2017-12-31	$1,774,553
Value of fidelity bond covering the plan	2017-12-31	$178,000
Total contributions received or receivable from participants	2017-12-31	$87,143
Other income received	2017-12-31	$198,949
Net income (gross income less expenses)	2017-12-31	$303,802
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,078,355
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,774,553
Total contributions received or receivable from employer(s)	2017-12-31	$44,121
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$19,122
2016 : NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$149,452
Expenses. Total of all expenses incurred	2016-12-31	$54,174
Benefits paid (including direct rollovers)	2016-12-31	$39,697
Total plan assets at end of year	2016-12-31	$1,774,553
Total plan assets at beginning of year	2016-12-31	$1,679,275
Value of fidelity bond covering the plan	2016-12-31	$178,000
Total contributions received or receivable from participants	2016-12-31	$74,739
Other income received	2016-12-31	$38,881
Net income (gross income less expenses)	2016-12-31	$95,278
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,774,553
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,679,275
Total contributions received or receivable from employer(s)	2016-12-31	$35,832
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$14,477
2015 : NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$82,492
Expenses. Total of all expenses incurred	2015-12-31	$102,547
Benefits paid (including direct rollovers)	2015-12-31	$88,249
Total plan assets at end of year	2015-12-31	$1,679,275
Total plan assets at beginning of year	2015-12-31	$1,699,330
Value of fidelity bond covering the plan	2015-12-31	$168,000
Total contributions received or receivable from participants	2015-12-31	$74,844
Other income received	2015-12-31	$-26,166
Net income (gross income less expenses)	2015-12-31	$-20,055
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,679,275
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,699,330
Total contributions received or receivable from employer(s)	2015-12-31	$33,814
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$14,298
2014 : NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$189,038
Expenses. Total of all expenses incurred	2014-12-31	$115,159
Benefits paid (including direct rollovers)	2014-12-31	$100,890
Total plan assets at end of year	2014-12-31	$1,699,330
Total plan assets at beginning of year	2014-12-31	$1,625,451
Value of fidelity bond covering the plan	2014-12-31	$170,000
Total contributions received or receivable from participants	2014-12-31	$71,507
Other income received	2014-12-31	$83,648
Net income (gross income less expenses)	2014-12-31	$73,879
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,699,330
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,625,451
Total contributions received or receivable from employer(s)	2014-12-31	$33,883
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$14,269
2013 : NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$200,727
Expenses. Total of all expenses incurred	2013-12-31	$30,264
Benefits paid (including direct rollovers)	2013-12-31	$17,972
Total plan assets at end of year	2013-12-31	$1,625,451
Total plan assets at beginning of year	2013-12-31	$1,454,988
Value of fidelity bond covering the plan	2013-12-31	$146,000
Total contributions received or receivable from participants	2013-12-31	$70,878
Other income received	2013-12-31	$96,420
Net income (gross income less expenses)	2013-12-31	$170,463
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,625,451
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,454,988
Total contributions received or receivable from employer(s)	2013-12-31	$33,429
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,292

Form 5500 Responses for NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN

2023: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NATHAN & NATHAN, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129187

Policy instance

Insurance contract or identification number	129187
Number of Individuals Covered	46
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $1,233
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129187

Policy instance

Insurance contract or identification number	129187
Number of Individuals Covered	42
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,165
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,165
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129187

Policy instance

Insurance contract or identification number	129187
Number of Individuals Covered	40
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1165
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129187

Policy instance

Insurance contract or identification number	129187
Number of Individuals Covered	42
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $940
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $940
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129187

Policy instance

Insurance contract or identification number	129187
Number of Individuals Covered	40
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $905
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	905
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129187

Policy instance

Insurance contract or identification number	129187
Number of Individuals Covered	37
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,192
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,192
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129187

Policy instance

Insurance contract or identification number	129187
Number of Individuals Covered	32
Insurance policy start date	2017-05-17
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,743
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4743
Insurance broker organization code?	5
Insurance broker name	PEARCE,BEVILL,LEESBURG,MOORE,P.C.

Potentially related plans

NATHAN & KAMIONSKI LLP 401(K) PLAN [EIN = 821569250]

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Company Name:	NATHAN & NATHAN, P.C.
Employer identification number (EIN):	631132746
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers