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BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 401k Plan overview

Plan NameBERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING
Plan identification number 003

BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 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
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION
Employer identification number (EIN):953898757
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1984-02-23
Company Identification Number: C1224761
Legal Registered Office Address: 6420 Wilshire Blvd #1918

Los Angeles
United States of America (USA)
90048

More information about BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01ELLIOTT BERKOWITZ ELLIOTT BERKOWITZ2013-10-02
0032011-01-01ELLIOTT BERKOWITZ ELLIOTT BERKOWITZ2012-05-30
0032010-01-01ELLIOTT BERKOWITZ ELLIOTT BERKOWITZ2011-09-01
0032009-01-01ELLIOT S. BERKOWITZ, ESQ. ELLIOT S. BERKOWITZ, ESQ.2010-10-05

Financial Data on BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING

Measure Date Value
2025 : BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-260
Total liabilities as of the end of the plan year2025-08-260
Total liabilities as of the beginning of the plan year2025-08-260
Total expenses incurred by plan in this plan year2025-08-26504858
Net assets as of the end of the plan year2025-08-2610325695
Total assets as of the beginning of the plan year2025-08-269444691
Value of plan covered by a fidelity bond2025-08-26550000
Participant contributions to plan in this plan year2025-08-26480
Value of participant loans at end of plan year2025-08-262500
Other expenses paid from plan in this plan year2025-08-260
Other contributions to plan in this plan year2025-08-260
Other income to plan in this plan year2025-08-261385382
Plan net income in this plan year2025-08-26881004
Net assets as of the end of the plan year2025-08-2610325695
Net assets as of the beginning of the plan year2025-08-269444691
Employer contributions to plan in this plan year2025-08-260
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2687314
Total liabilities as of the end of the plan year2025-05-020
Total liabilities as of the beginning of the plan year2025-05-020
Total expenses incurred by plan in this plan year2025-05-0278168
Net assets as of the end of the plan year2025-05-029444691
Total assets as of the beginning of the plan year2025-05-027964194
Value of plan covered by a fidelity bond2025-05-02500000
Participant contributions to plan in this plan year2025-05-024180
Value of participant loans at end of plan year2025-05-023197
Other expenses paid from plan in this plan year2025-05-020
Other contributions to plan in this plan year2025-05-020
Other income to plan in this plan year2025-05-021548932
Plan net income in this plan year2025-05-021480497
Net assets as of the end of the plan year2025-05-029444691
Net assets as of the beginning of the plan year2025-05-027964194
Employer contributions to plan in this plan year2025-05-025553
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0278168
2014 : BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$542,423
Expenses. Total of all expenses incurred2014-12-31$46,307
Total plan assets at end of year2014-12-31$5,512,933
Total plan assets at beginning of year2014-12-31$5,016,817
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$12,000
Expenses. Other expenses not covered elsewhere2014-12-31$165
Other income received2014-12-31$394,377
Net income (gross income less expenses)2014-12-31$496,116
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,512,933
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,016,817
Assets. Value of participant loans2014-12-31$10,225
Assets. Value of real-estate (other than employer real property)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$136,046
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$46,142
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,058,926
Expenses. Total of all expenses incurred2013-12-31$41,077
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$5,034,104
Total plan assets at beginning of year2013-12-31$4,016,255
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$31,860
Expenses. Other expenses not covered elsewhere2013-12-31$2,850
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$898,631
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,017,849
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,034,104
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,016,255
Assets. Value of participant loans2013-12-31$2,550
Assets. Value of real-estate (other than employer real property)2013-12-31$19,000
Total contributions received or receivable from employer(s)2013-12-31$128,435
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$38,227
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2012 401k financial data
Total plan liabilities at end of year2012-12-31$463
Total plan liabilities at beginning of year2012-12-31$463
Total income from all sources2012-12-31$523,466
Expenses. Total of all expenses incurred2012-12-31$36,519
Benefits paid (including direct rollovers)2012-12-31$1,796
Total plan assets at end of year2012-12-31$4,016,255
Total plan assets at beginning of year2012-12-31$3,529,308
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$11,000
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$385,805
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$486,947
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,015,792
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,528,845
Assets. Value of participant loans2012-12-31$5,473
Assets. Value of assets in partnership/joint-venture interests2012-12-31$0
Assets. Value of real-estate (other than employer real property)2012-12-31$17,000
Total contributions received or receivable from employer(s)2012-12-31$126,661
Value of certain deemed distributions of participant loans2012-12-31$32,424
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,299
2011 : BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$463
Total plan liabilities at beginning of year2011-12-31$334
Total income from all sources2011-12-31$3,870
Expenses. Total of all expenses incurred2011-12-31$32,665
Benefits paid (including direct rollovers)2011-12-31$307
Total plan assets at end of year2011-12-31$3,529,308
Total plan assets at beginning of year2011-12-31$3,557,974
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$3,703
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-116,375
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-28,795
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,528,845
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,557,640
Assets. Value of participant loans2011-12-31$6,127
Assets. Value of assets in partnership/joint-venture interests2011-12-31$4,884
Assets. Value of real-estate (other than employer real property)2011-12-31$15,000
Total contributions received or receivable from employer(s)2011-12-31$120,245
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$28,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2010 401k financial data
Total plan liabilities at end of year2010-12-31$334
Total plan liabilities at beginning of year2010-12-31$215
Total income from all sources2010-12-31$451,491
Expenses. Total of all expenses incurred2010-12-31$29,181
Benefits paid (including direct rollovers)2010-12-31$245
Total plan assets at end of year2010-12-31$3,557,974
Total plan assets at beginning of year2010-12-31$3,135,545
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$3,782
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$328,783
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$422,310
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,557,640
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,135,330
Assets. Value of participant loans2010-12-31$3,317
Assets. Value of assets in partnership/joint-venture interests2010-12-31$13,252
Assets. Value of real-estate (other than employer real property)2010-12-31$25,000
Total contributions received or receivable from employer(s)2010-12-31$122,708
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$25,154

Form 5500 Responses for BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING

2014: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberU04267646C
Policy instance 2
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberNL1880461
Policy instance 1
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberNL1880461
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberU04267646C
Policy instance 2
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberNL1880461
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberU04267646C
Policy instance 2
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberNL1880461
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberU04267646C
Policy instance 2
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberNL1880461
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberU04267646C
Policy instance 2

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