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MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 401k Plan overview

Plan NameMONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN
Plan identification number 001

MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT 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.
  • 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

MONHEIT FRISCH CPAS PLC has sponsored the creation of one or more 401k plans.

Company Name:MONHEIT FRISCH CPAS PLC
Employer identification number (EIN):860675505
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GARY FRISCH2023-10-16 GARY FRISCH2023-10-16
0012021-01-01GARY FRISCH2022-10-17 GARY FRISCH2022-10-17
0012020-01-01GARY FRISCH2021-09-11
0012019-01-01GARY FRISCH2020-09-22
0012019-01-01GARY FRISCH2021-06-11
0012018-01-01GARY FRISCH2019-09-20
0012017-01-01
0012016-01-01GARY FRISCH2017-09-29
0012015-01-01GARY FRISCH2016-08-26
0012014-01-01GARY FRISCH2015-09-15
0012013-01-01GARY FRISCH2014-09-15
0012012-01-01GARY FRISCH2013-09-16
0012011-01-01PREPARER ON BEHALF OF ADMINISTRATOR
0012010-01-01PREPARER ON BEHALF OF ADMINISTRATOR
0012009-01-01GARY FRISCH

Plan Statistics for MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN

401k plan membership statisitcs for MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN

Measure Date Value
2022: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-015
Total participants2022-01-015
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0114
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0116
Total number of active participants reported on line 7a of the Form 55002020-01-0115
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0115
Number of participants with account balances2020-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-0115
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0116
Number of participants with account balances2019-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0118
Total number of active participants reported on line 7a of the Form 55002018-01-0114
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0116
Number of participants with account balances2018-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2011: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-019
Number of participants with account balances2010-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN

Measure Date Value
2022 : MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-163,213
Expenses. Total of all expenses incurred2022-12-31$2,212,498
Benefits paid (including direct rollovers)2022-12-31$2,212,498
Total plan assets at end of year2022-12-31$6,260,303
Total plan assets at beginning of year2022-12-31$8,636,014
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-163,213
Net income (gross income less expenses)2022-12-31$-2,375,711
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,260,303
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,636,014
Assets. Value of real-estate (other than employer real property)2022-12-31$608,000
Total contributions received or receivable from employer(s)2022-12-31$0
2021 : MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$629,681
Expenses. Total of all expenses incurred2021-12-31$648,278
Benefits paid (including direct rollovers)2021-12-31$648,278
Total plan assets at end of year2021-12-31$8,636,014
Total plan assets at beginning of year2021-12-31$8,654,611
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$19,500
Other income received2021-12-31$609,548
Net income (gross income less expenses)2021-12-31$-18,597
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,636,014
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$8,654,611
Assets. Value of real-estate (other than employer real property)2021-12-31$608,000
Total contributions received or receivable from employer(s)2021-12-31$633
2020 : MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,262,396
Total plan assets at end of year2020-12-31$8,654,611
Total plan assets at beginning of year2020-12-31$7,392,215
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$108,284
Other income received2020-12-31$1,133,981
Net income (gross income less expenses)2020-12-31$1,262,396
Net plan assets at end of year (total assets less liabilities)2020-12-31$8,654,611
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,392,215
Assets. Value of participant loans2020-12-31$9,540
Assets. Value of real-estate (other than employer real property)2020-12-31$529,773
Total contributions received or receivable from employer(s)2020-12-31$20,131
2019 : MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,512,931
Expenses. Total of all expenses incurred2019-12-31$1,049,541
Benefits paid (including direct rollovers)2019-12-31$1,049,541
Total plan assets at end of year2019-12-31$7,392,620
Total plan assets at beginning of year2019-12-31$6,929,230
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$98,271
Other income received2019-12-31$1,395,540
Net income (gross income less expenses)2019-12-31$463,390
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,392,620
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,929,230
Assets. Value of participant loans2019-12-31$9,540
Assets. Value of real-estate (other than employer real property)2019-12-31$519,773
Total contributions received or receivable from employer(s)2019-12-31$19,120
2018 : MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$150,338
Expenses. Total of all expenses incurred2018-12-31$208,362
Benefits paid (including direct rollovers)2018-12-31$208,362
Total plan assets at end of year2018-12-31$6,929,230
Total plan assets at beginning of year2018-12-31$6,987,254
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$86,795
Other income received2018-12-31$44,505
Net income (gross income less expenses)2018-12-31$-58,024
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,929,230
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,987,254
Assets. Value of participant loans2018-12-31$522
Assets. Value of real-estate (other than employer real property)2018-12-31$500,000
Total contributions received or receivable from employer(s)2018-12-31$19,038
2011 : MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-7,311
Expenses. Total of all expenses incurred2011-12-31$133,313
Benefits paid (including direct rollovers)2011-12-31$133,313
Total plan assets at end of year2011-12-31$4,114,401
Total plan assets at beginning of year2011-12-31$4,255,025
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$104,523
Other income received2011-12-31$-228,375
Net income (gross income less expenses)2011-12-31$-140,624
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,114,401
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,255,025
Total contributions received or receivable from employer(s)2011-12-31$116,541
2010 : MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$2,688,975
Total plan assets at end of year2010-12-31$4,255,025
Total plan assets at beginning of year2010-12-31$1,566,050
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$81,956
Contributions received from other sources (not participants or employers)2010-12-31$2,188,435
Other income received2010-12-31$307,286
Net income (gross income less expenses)2010-12-31$2,688,975
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,255,025
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,566,050
Total contributions received or receivable from employer(s)2010-12-31$111,298

Form 5500 Responses for MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN

2022: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2011: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MONHEIT ZONGOLOWICZ FRISCH, CPAS PLC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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