BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING
401k plan membership statisitcs for BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING
Measure | Date | Value |
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2014: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
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 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 13 |
Number of participants with account balances | 2014-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
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 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 11 |
Number of participants with account balances | 2013-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 11 |
Number of participants with account balances | 2012-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
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 | 2 |
Total of all active and inactive participants | 2011-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 11 |
Number of participants with account balances | 2011-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10 |
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 | 2 |
Total of all active and inactive participants | 2010-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 12 |
Number of participants with account balances | 2010-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 11 |
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 | 3 |
Total of all active and inactive participants | 2009-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 14 |
Number of participants with account balances | 2009-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2014 : BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2014 401k financial data |
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Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $542,423 |
Expenses. Total of all expenses incurred | 2014-12-31 | $46,307 |
Total plan assets at end of year | 2014-12-31 | $5,512,933 |
Total plan assets at beginning of year | 2014-12-31 | $5,016,817 |
Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
Total contributions received or receivable from participants | 2014-12-31 | $12,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $165 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,058,926 |
Expenses. Total of all expenses incurred | 2013-12-31 | $41,077 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $5,034,104 |
Total plan assets at beginning of year | 2013-12-31 | $4,016,255 |
Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
Total contributions received or receivable from participants | 2013-12-31 | $31,860 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $2,850 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $898,631 |
Noncash contributions received | 2013-12-31 | $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 loans | 2013-12-31 | $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 loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $463 |
Total plan liabilities at beginning of year | 2012-12-31 | $463 |
Total income from all sources | 2012-12-31 | $523,466 |
Expenses. Total of all expenses incurred | 2012-12-31 | $36,519 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,796 |
Total plan assets at end of year | 2012-12-31 | $4,016,255 |
Total plan assets at beginning of year | 2012-12-31 | $3,529,308 |
Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
Total contributions received or receivable from participants | 2012-12-31 | $11,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $385,805 |
Noncash contributions received | 2012-12-31 | $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 loans | 2012-12-31 | $5,473 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $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 loans | 2012-12-31 | $32,424 |
Value of corrective distributions | 2012-12-31 | $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 |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $463 |
Total plan liabilities at beginning of year | 2011-12-31 | $334 |
Total income from all sources | 2011-12-31 | $3,870 |
Expenses. Total of all expenses incurred | 2011-12-31 | $32,665 |
Benefits paid (including direct rollovers) | 2011-12-31 | $307 |
Total plan assets at end of year | 2011-12-31 | $3,529,308 |
Total plan assets at beginning of year | 2011-12-31 | $3,557,974 |
Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $3,703 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-116,375 |
Noncash contributions received | 2011-12-31 | $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 loans | 2011-12-31 | $6,127 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $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 loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
2010 : BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $334 |
Total plan liabilities at beginning of year | 2010-12-31 | $215 |
Total income from all sources | 2010-12-31 | $451,491 |
Expenses. Total of all expenses incurred | 2010-12-31 | $29,181 |
Benefits paid (including direct rollovers) | 2010-12-31 | $245 |
Total plan assets at end of year | 2010-12-31 | $3,557,974 |
Total plan assets at beginning of year | 2010-12-31 | $3,135,545 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $3,782 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $328,783 |
Noncash contributions received | 2010-12-31 | $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 loans | 2010-12-31 | $3,317 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $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 loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $25,154 |
2014: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2010 form 5500 responses |
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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 – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 2009 form 5500 responses |
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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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 ) |
Policy contract number | U04267646C |
Policy instance | 2 |
Insurance contract or identification number | U04267646C | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes |
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NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
Policy contract number | NL1880461 |
Policy instance | 1 |
Insurance contract or identification number | NL1880461 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes |
|
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
Policy contract number | NL1880461 |
Policy instance | 1 |
Insurance contract or identification number | NL1880461 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes |
|
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 ) |
Policy contract number | U04267646C |
Policy instance | 2 |
Insurance contract or identification number | U04267646C | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes |
|
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
Policy contract number | NL1880461 |
Policy instance | 1 |
Insurance contract or identification number | NL1880461 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes |
|
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 ) |
Policy contract number | U04267646C |
Policy instance | 2 |
Insurance contract or identification number | U04267646C | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes |
|
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
Policy contract number | NL1880461 |
Policy instance | 1 |
Insurance contract or identification number | NL1880461 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | 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 |
|
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 ) |
Policy contract number | U04267646C |
Policy instance | 2 |
Insurance contract or identification number | U04267646C | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | 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 |
|
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
Policy contract number | NL1880461 |
Policy instance | 1 |
Insurance contract or identification number | NL1880461 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | 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 |
|
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 ) |
Policy contract number | U04267646C |
Policy instance | 2 |
Insurance contract or identification number | U04267646C | Number of Individuals Covered | 1 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | 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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