CARPENTER & KLATSKIN, P.C. has sponsored the creation of one or more 401k plans.
Additional information about CARPENTER & KLATSKIN, P.C.
Submission information for form 5500 for 401k plan CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN
401k plan membership statisitcs for CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN
Measure | Date | Value |
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2015: CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 6 |
Number of participants with account balances | 2010-01-01 | 6 |
2009: CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 6 |
Number of participants with account balances | 2009-01-01 | 6 |
Measure | Date | Value |
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2015 : CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $140 |
Expenses. Total of all expenses incurred | 2015-12-31 | $60,828 |
Benefits paid (including direct rollovers) | 2015-12-31 | $60,733 |
Total plan assets at end of year | 2015-12-31 | $0 |
Total plan assets at beginning of year | 2015-12-31 | $60,688 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $95 |
Other income received | 2015-12-31 | $140 |
Net income (gross income less expenses) | 2015-12-31 | $-60,688 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $60,688 |
2014 : CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $133,334 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,908,882 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,896,841 |
Total plan assets at end of year | 2014-12-31 | $60,688 |
Total plan assets at beginning of year | 2014-12-31 | $1,836,236 |
Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
Total contributions received or receivable from participants | 2014-12-31 | $28,680 |
Other income received | 2014-12-31 | $104,654 |
Net income (gross income less expenses) | 2014-12-31 | $-1,775,548 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $60,688 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,836,236 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $12,041 |
2013 : CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $216,376 |
Expenses. Total of all expenses incurred | 2013-12-31 | $702,581 |
Benefits paid (including direct rollovers) | 2013-12-31 | $689,133 |
Total plan assets at end of year | 2013-12-31 | $1,836,236 |
Total plan assets at beginning of year | 2013-12-31 | $2,322,441 |
Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
Total contributions received or receivable from participants | 2013-12-31 | $28,990 |
Other income received | 2013-12-31 | $180,386 |
Net income (gross income less expenses) | 2013-12-31 | $-486,205 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,836,236 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,322,441 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $7,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $13,448 |
2012 : CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $287,301 |
Expenses. Total of all expenses incurred | 2012-12-31 | $220,862 |
Benefits paid (including direct rollovers) | 2012-12-31 | $202,279 |
Total plan assets at end of year | 2012-12-31 | $2,322,441 |
Total plan assets at beginning of year | 2012-12-31 | $2,256,002 |
Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
Total contributions received or receivable from participants | 2012-12-31 | $38,115 |
Other income received | 2012-12-31 | $228,186 |
Net income (gross income less expenses) | 2012-12-31 | $66,439 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,322,441 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,256,002 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $21,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $18,583 |
2011 : CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $61,472 |
Expenses. Total of all expenses incurred | 2011-12-31 | $62,779 |
Benefits paid (including direct rollovers) | 2011-12-31 | $44,389 |
Total plan assets at end of year | 2011-12-31 | $2,256,002 |
Total plan assets at beginning of year | 2011-12-31 | $2,257,309 |
Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
Total contributions received or receivable from participants | 2011-12-31 | $50,240 |
Other income received | 2011-12-31 | $-9,768 |
Net income (gross income less expenses) | 2011-12-31 | $-1,307 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,256,002 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,257,309 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $21,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $18,390 |
2010 : CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $319,197 |
Expenses. Total of all expenses incurred | 2010-12-31 | $130,667 |
Benefits paid (including direct rollovers) | 2010-12-31 | $114,478 |
Total plan assets at end of year | 2010-12-31 | $2,257,309 |
Total plan assets at beginning of year | 2010-12-31 | $2,068,779 |
Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
Total contributions received or receivable from participants | 2010-12-31 | $47,565 |
Other income received | 2010-12-31 | $250,632 |
Net income (gross income less expenses) | 2010-12-31 | $188,530 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,257,309 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,068,779 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $21,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $16,189 |
2015: CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | This submission is the final filing | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CARPENTER & KLATSKIN, P.C. PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 7567072 |
Policy instance | 1 |
Insurance contract or identification number | 7567072 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-02-01 | Insurance policy end date | 2015-01-05 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Additional information about fees paid to insurance broker | 3 | Insurance broker name | SCOTT ALAN STILLMAN |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 7567072 |
Policy instance | 1 |
Insurance contract or identification number | 7567072 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-02-01 | Insurance policy end date | 2014-01-31 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Additional information about fees paid to insurance broker | 3 | Insurance broker name | SCOTT ALAN STILLMAN |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 7567072 |
Policy instance | 1 |
Insurance contract or identification number | 7567072 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-02-01 | Insurance policy end date | 2013-01-31 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Additional information about fees paid to insurance broker | 3 | Insurance broker name | SCOTT ALAN STILLMAN |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 7567072 |
Policy instance | 1 |
Insurance contract or identification number | 7567072 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 7567072 |
Policy instance | 1 |
Insurance contract or identification number | 7567072 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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