JAMES T. BORELLO & CO. CASH BALANCE PENSION PLAN & TRUST 401k Plan overview

JAMES T. BORELLO & CO. CASH BALANCE PENSION PLAN & TRUST Benefits

401k Sponsoring company profile

Company Name:	JAMES T. BORELLO & CO.
Employer identification number (EIN):	363688864
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2012-01-01	JAMES BORELLO	2013-06-02	JAMES BORELLO	2013-06-02

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• JAMES T. CROWTHER, D.M.D., P.A. MONEY PURCHASE PENSION PLAN [EIN = 592541612]
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• JAMES T. ARIS, D.M.D. PROFIT SHARING PLAN [EIN = 061436021]
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• JAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING PLAN [EIN = 300126776]
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• JAMES T. HADDON EMPLOYEES PROFIT SHARING PLAN [EIN = 362887651]
• JAMES T. COURTNEY M.D. F.A.C.S. P.C. RET PLAN & TRUST [EIN = 383335572]
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• JAMES T. BISHOP, M.D., P.C. PROFIT SHARING PLAN [EIN = 382312107]
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