401k Plan data: M. PARISE ASSOCIATES 401(K) PLAN plan

M. PARISE ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	M. PARISE ASSOCIATES 401(K) PLAN
Plan identification number	001

M. PARISE ASSOCIATES 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

M. PARISE ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: M. PARISE ASSOCIATES

Employer identification number (EIN): 912112312

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M. PARISE ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 MICHAEL PARISE 2021-10-07
001 2019-01-01 MICHAEL PARISE 2020-10-09
001 2018-01-01 MICHAEL PARISE 2019-10-08
001 2017-01-01 MICHAEL PARISE 2018-10-08
001 2016-01-01 MICHAEL PARISE 2017-10-13
001 2015-01-01 MICHAEL PARISE 2016-10-04
001 2014-01-01 MICHAEL PARISE 2015-10-02
001 2013-01-01 MICHAEL PARISE 2014-10-13
001 2012-01-01 MICHAEL PARISE 2013-05-17
001 2011-01-01 MICHAEL PARISE 2012-07-12
001 2010-01-01 PEGGY BORCHARD
001 2009-01-01 PEGGY BORCHARD
001 2008-01-01 PEGGY BORCHARD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	MICHAEL PARISE	2021-10-07
001	2019-01-01	MICHAEL PARISE	2020-10-09
001	2018-01-01	MICHAEL PARISE	2019-10-08
001	2017-01-01	MICHAEL PARISE	2018-10-08
001	2016-01-01	MICHAEL PARISE	2017-10-13
001	2015-01-01	MICHAEL PARISE	2016-10-04
001	2014-01-01	MICHAEL PARISE	2015-10-02
001	2013-01-01	MICHAEL PARISE	2014-10-13
001	2012-01-01	MICHAEL PARISE	2013-05-17
001	2011-01-01	MICHAEL PARISE	2012-07-12
001	2010-01-01	PEGGY BORCHARD
001	2009-01-01	PEGGY BORCHARD
001	2008-01-01	PEGGY BORCHARD

Plan Statistics for M. PARISE ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for M. PARISE ASSOCIATES 401(K) PLAN

Measure Date Value
2010: M. PARISE ASSOCIATES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
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 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: M. PARISE ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: M. PARISE ASSOCIATES 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 3
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 3
Number of participants with account balances 2008-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2010: M. PARISE ASSOCIATES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
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	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: M. PARISE ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: M. PARISE ASSOCIATES 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	3
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	3
Number of participants with account balances	2008-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on M. PARISE ASSOCIATES 401(K) PLAN

Measure	Date	Value
2010 : M. PARISE ASSOCIATES 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$67,435
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$288,604
Total plan assets at beginning of year	2010-12-31	$221,169
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$44,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$23,435
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$67,435
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$288,604
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$221,169
Total contributions received or receivable from employer(s)	2010-12-31	$0
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	$0
2009 : M. PARISE ASSOCIATES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2008 : M. PARISE ASSOCIATES 401(K) PLAN 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total plan liabilities at end of year	2008-12-31	$0
Total plan liabilities at beginning of year	2008-12-31	$0
Total income from all sources	2008-12-31	$-36,688
Expenses. Total of all expenses incurred	2008-12-31	$0
Benefits paid (including direct rollovers)	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$196,877
Total plan assets at beginning of year	2008-12-31	$233,565
Total contributions received or receivable from participants	2008-12-31	$0
Expenses. Other expenses not covered elsewhere	2008-12-31	$0
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$-37,948
Noncash contributions received	2008-12-31	$0
Net income (gross income less expenses)	2008-12-31	$-36,688
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$196,877
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$233,565
Total contributions received or receivable from employer(s)	2008-12-31	$1,260
Value of certain deemed distributions of participant loans	2008-12-31	$0
Value of corrective distributions	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$0
2007 : M. PARISE ASSOCIATES 401(K) PLAN 2007 401k financial data
Transfers to/from the plan	2007-12-31	$0
Total plan liabilities at end of year	2007-12-31	$0
Total plan liabilities at beginning of year	2007-12-31	$0
Total income from all sources	2007-12-31	$17,793
Expenses. Total of all expenses incurred	2007-12-31	$0
Benefits paid (including direct rollovers)	2007-12-31	$0
Total plan assets at end of year	2007-12-31	$233,565
Total plan assets at beginning of year	2007-12-31	$215,772
Total contributions received or receivable from participants	2007-12-31	$0
Expenses. Other expenses not covered elsewhere	2007-12-31	$0
Contributions received from other sources (not participants or employers)	2007-12-31	$0
Other income received	2007-12-31	$16,533
Noncash contributions received	2007-12-31	$0
Net income (gross income less expenses)	2007-12-31	$17,793
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$233,565
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$215,772
Total contributions received or receivable from employer(s)	2007-12-31	$1,260
Value of certain deemed distributions of participant loans	2007-12-31	$0
Value of corrective distributions	2007-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2007-12-31	$0

Form 5500 Responses for M. PARISE ASSOCIATES 401(K) PLAN

2010: M. PARISE ASSOCIATES 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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: M. PARISE ASSOCIATES 401(K) 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
2008: M. PARISE ASSOCIATES 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	M. PARISE ASSOCIATES
Employer identification number (EIN):	912112312
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services