401k Plan data: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS plan

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 401k Plan overview

Plan Name	AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
Plan identification number	001

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 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
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.
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

LEWIS BRAFF & COMPANY has sponsored the creation of one or more 401k plans.

Company Name: LEWIS BRAFF & COMPANY

Employer identification number (EIN): 131944790

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRUCE ZIGLER
001 2016-01-01 BRUCE ZIGLER BRUCE ZIGLER 2017-07-26
001 2015-01-01 BRUCE ZIGLER BRUCE ZIGLER 2016-10-17
001 2014-01-01 BRUCE ZIGLER BRUCE ZIGLER 2015-07-27
001 2013-01-01 BRUCE ZIGLER BRUCE ZIGLER 2014-07-24
001 2012-01-01 BRUCE ZIGLER
001 2011-01-01 BRUCE ZIGLER
001 2010-01-01 BRUCE ZIGLER
001 2009-01-01 BRUCE ZIGLER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	BRUCE ZIGLER
001	2016-01-01	BRUCE ZIGLER	BRUCE ZIGLER	2017-07-26
001	2015-01-01	BRUCE ZIGLER	BRUCE ZIGLER	2016-10-17
001	2014-01-01	BRUCE ZIGLER	BRUCE ZIGLER	2015-07-27
001	2013-01-01	BRUCE ZIGLER	BRUCE ZIGLER	2014-07-24
001	2012-01-01	BRUCE ZIGLER
001	2011-01-01	BRUCE ZIGLER
001	2010-01-01	BRUCE ZIGLER
001	2009-01-01	BRUCE ZIGLER

Plan Statistics for AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

401k plan membership statisitcs for AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

Measure Date Value
2017: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 6
Total participants 2017-01-01 6
2016: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 6
Total participants 2016-01-01 6
2015: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
2014: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 1
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 6
Total participants 2014-01-01 6
2013: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2013 401k membership
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 4
Number of retired or separated participants receiving benefits 2013-01-01 1
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 6
Total participants 2013-01-01 6
2012: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2012 401k membership
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 4
Number of retired or separated participants receiving benefits 2012-01-01 1
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
Total participants 2012-01-01 6
2011: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2011 401k membership
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 4
Number of retired or separated participants receiving benefits 2011-01-01 1
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
Total participants 2011-01-01 6
2010: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2010 401k membership
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 4
Number of retired or separated participants receiving benefits 2010-01-01 1
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
Total participants 2010-01-01 6
2009: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2009 401k membership
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 4
Number of retired or separated participants receiving benefits 2009-01-01 1
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
Total participants 2009-01-01 6

Measure	Date	Value
2017: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	6
Total participants	2017-01-01	6
2016: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	6
Total participants	2016-01-01	6
2015: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
2014: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	1
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	6
Total participants	2014-01-01	6
2013: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2013 401k membership
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	4
Number of retired or separated participants receiving benefits	2013-01-01	1
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	6
Total participants	2013-01-01	6
2012: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2012 401k membership
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	4
Number of retired or separated participants receiving benefits	2012-01-01	1
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
Total participants	2012-01-01	6
2011: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2011 401k membership
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	4
Number of retired or separated participants receiving benefits	2011-01-01	1
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
Total participants	2011-01-01	6
2010: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2010 401k membership
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	4
Number of retired or separated participants receiving benefits	2010-01-01	1
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
Total participants	2010-01-01	6
2009: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2009 401k membership
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	4
Number of retired or separated participants receiving benefits	2009-01-01	1
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
Total participants	2009-01-01	6

Financial Data on AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

Measure	Date	Value
2017 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$669,379
Expenses. Total of all expenses incurred	2017-12-31	$46,009
Total plan assets at end of year	2017-12-31	$3,963,034
Total plan assets at beginning of year	2017-12-31	$3,339,664
Total contributions received or receivable from participants	2017-12-31	$7,313
Other income received	2017-12-31	$530,166
Net income (gross income less expenses)	2017-12-31	$623,370
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,963,034
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,339,664
Total contributions received or receivable from employer(s)	2017-12-31	$131,900
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$46,009
2016 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$288,505
Expenses. Total of all expenses incurred	2016-12-31	$40,605
Total plan assets at end of year	2016-12-31	$3,339,664
Total plan assets at beginning of year	2016-12-31	$3,091,764
Total contributions received or receivable from participants	2016-12-31	$7,313
Other income received	2016-12-31	$151,192
Net income (gross income less expenses)	2016-12-31	$247,900
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,339,664
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,091,764
Total contributions received or receivable from employer(s)	2016-12-31	$130,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$40,605
2015 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$65,583
Expenses. Total of all expenses incurred	2015-12-31	$40,717
Total plan assets at end of year	2015-12-31	$3,091,764
Total plan assets at beginning of year	2015-12-31	$3,066,898
Total contributions received or receivable from participants	2015-12-31	$7,442
Other income received	2015-12-31	$-73,859
Net income (gross income less expenses)	2015-12-31	$24,866
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,091,764
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,066,898
Total contributions received or receivable from employer(s)	2015-12-31	$132,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$40,717
2014 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$377,033
Expenses. Total of all expenses incurred	2014-12-31	$37,371
Benefits paid (including direct rollovers)	2014-12-31	$2,300
Total plan assets at end of year	2014-12-31	$3,066,898
Total plan assets at beginning of year	2014-12-31	$2,727,236
Total contributions received or receivable from participants	2014-12-31	$7,313
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$224,720
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$339,662
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,066,898
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,727,236
Total contributions received or receivable from employer(s)	2014-12-31	$145,000
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$35,071
2013 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2013 401k financial data
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	$568,027
Expenses. Total of all expenses incurred	2013-12-31	$28,741
Benefits paid (including direct rollovers)	2013-12-31	$2,300
Total plan assets at end of year	2013-12-31	$2,727,236
Total plan assets at beginning of year	2013-12-31	$2,187,950
Total contributions received or receivable from participants	2013-12-31	$7,313
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$423,714
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$539,286
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,727,236
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,187,950
Total contributions received or receivable from employer(s)	2013-12-31	$137,000
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	$26,441
2012 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2012 401k financial data
Total income from all sources	2012-12-31	$393,247
Expenses. Total of all expenses incurred	2012-12-31	$125,410
Benefits paid (including direct rollovers)	2012-12-31	$102,500
Total plan assets at end of year	2012-12-31	$2,187,950
Total plan assets at beginning of year	2012-12-31	$1,920,113
Total contributions received or receivable from participants	2012-12-31	$7,126
Other income received	2012-12-31	$246,121
Net income (gross income less expenses)	2012-12-31	$267,837
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,187,950
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,920,113
Total contributions received or receivable from employer(s)	2012-12-31	$140,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$22,910
2011 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2011 401k financial data
Total income from all sources	2011-12-31	$237,830
Expenses. Total of all expenses incurred	2011-12-31	$141,527
Benefits paid (including direct rollovers)	2011-12-31	$120,000
Total plan assets at end of year	2011-12-31	$1,920,113
Total plan assets at beginning of year	2011-12-31	$1,823,810
Total contributions received or receivable from participants	2011-12-31	$147,000
Other income received	2011-12-31	$83,802
Net income (gross income less expenses)	2011-12-31	$96,303
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,920,113
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,823,810
Total contributions received or receivable from employer(s)	2011-12-31	$7,028
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$21,527
2010 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2010 401k financial data
Total income from all sources	2010-12-31	$306,990
Expenses. Total of all expenses incurred	2010-12-31	$22,592
Benefits paid (including direct rollovers)	2010-12-31	$7,800
Total plan assets at end of year	2010-12-31	$1,823,810
Total plan assets at beginning of year	2010-12-31	$1,539,412
Total contributions received or receivable from participants	2010-12-31	$142,800
Other income received	2010-12-31	$157,169
Net income (gross income less expenses)	2010-12-31	$284,398
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,823,810
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,539,412
Total contributions received or receivable from employer(s)	2010-12-31	$7,021
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$14,792

Form 5500 Responses for AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

2017: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2014 form 5500 responses
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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2012 form 5500 responses
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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2011 form 5500 responses
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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 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: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 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

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Company Name:	LEWIS BRAFF & COMPANY
Employer identification number (EIN):	131944790
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants