401k Plan data: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN plan

NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 401k Plan overview

Plan Name	NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN
Plan identification number	001

NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING 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
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

NEAL B. STROM & ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.

Company Name: NEAL B. STROM & ASSOCIATES, LTD.

Employer identification number (EIN): 364534819

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN

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 NEAL B. STROM 2021-08-19
001 2019-01-01 NEAL B. STROM 2020-09-10
001 2018-01-01 NEAL B. STROM 2019-10-21
001 2018-01-01 NEAL B. STROM 2019-10-02
001 2017-01-01
001 2016-01-01 NEAL B. STROM
001 2016-01-01
001 2015-01-01 NEAL B. STROM
001 2015-01-01 NEAL B. STROM
001 2014-01-01 NEAL B. STROM
001 2013-01-01 NEAL B. STROM
001 2012-01-01 NEAL B. STROM
001 2011-01-01 NEAL B. STROM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	NEAL B. STROM	2021-08-19
001	2019-01-01	NEAL B. STROM	2020-09-10
001	2018-01-01	NEAL B. STROM	2019-10-21
001	2018-01-01	NEAL B. STROM	2019-10-02
001	2017-01-01
001	2016-01-01	NEAL B. STROM
001	2016-01-01
001	2015-01-01	NEAL B. STROM
001	2015-01-01	NEAL B. STROM
001	2014-01-01	NEAL B. STROM
001	2013-01-01	NEAL B. STROM
001	2012-01-01	NEAL B. STROM
001	2011-01-01	NEAL B. STROM

Plan Statistics for NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN

401k plan membership statisitcs for NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN

Measure Date Value
2020: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 14
Number of participants with account balances 2020-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 13
Number of participants with account balances 2019-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 16
Number of participants with account balances 2018-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 16
Number of participants with account balances 2017-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 13
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 16
Number of participants with account balances 2016-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
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 3
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
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 2
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2011 401k membership
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 10
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 4
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2020: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	14
Number of participants with account balances	2020-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	13
Number of participants with account balances	2019-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	16
Number of participants with account balances	2018-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	16
Number of participants with account balances	2017-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	13
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	16
Number of participants with account balances	2016-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
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	3
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
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	2
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2011 401k membership
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	10
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	4
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN

Measure	Date	Value
2020 : NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,455,214
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$7,354,444
Total plan assets at beginning of year	2020-12-31	$5,899,230
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,286,885
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,455,214
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,354,444
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,899,230
Assets. Value of participant loans	2020-12-31	$8,865
Total contributions received or receivable from employer(s)	2020-12-31	$168,329
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,216,795
Expenses. Total of all expenses incurred	2019-12-31	$208,317
Benefits paid (including direct rollovers)	2019-12-31	$208,317
Total plan assets at end of year	2019-12-31	$5,899,230
Total plan assets at beginning of year	2019-12-31	$4,890,752
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,074,418
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,008,478
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,899,230
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,890,752
Assets. Value of participant loans	2019-12-31	$11,957
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$18,146
Total contributions received or receivable from employer(s)	2019-12-31	$142,377
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-130,649
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$4,890,752
Total plan assets at beginning of year	2018-12-31	$5,021,401
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-267,655
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-130,649
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,890,752
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,021,401
Assets. Value of participant loans	2018-12-31	$6,441
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$19,082
Total contributions received or receivable from employer(s)	2018-12-31	$137,006
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$920,913
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$5,021,401
Total plan assets at beginning of year	2017-12-31	$4,100,488
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$779,726
Net income (gross income less expenses)	2017-12-31	$920,913
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,021,401
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,100,488
Assets. Value of participant loans	2017-12-31	$10,627
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$19,098
Total contributions received or receivable from employer(s)	2017-12-31	$141,187
2016 : NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$399,025
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$4,100,439
Total plan assets at beginning of year	2016-12-31	$3,701,414
Value of fidelity bond covering the plan	2016-12-31	$400,000
Other income received	2016-12-31	$275,517
Net income (gross income less expenses)	2016-12-31	$399,025
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,100,439
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,701,414
Assets. Value of participant loans	2016-12-31	$18,243
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$20,147
Total contributions received or receivable from employer(s)	2016-12-31	$123,508
2015 : NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 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	$100,653
Expenses. Total of all expenses incurred	2015-12-31	$465
Benefits paid (including direct rollovers)	2015-12-31	$465
Total plan assets at end of year	2015-12-31	$3,690,564
Total plan assets at beginning of year	2015-12-31	$3,590,376
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-7,737
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$100,188
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,690,564
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,590,376
Assets. Value of participant loans	2015-12-31	$27,419
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$20,802
Total contributions received or receivable from employer(s)	2015-12-31	$108,390
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
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	$348,034
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$3,590,376
Total plan assets at beginning of year	2014-12-31	$3,242,342
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$0
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	$237,305
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$348,034
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,590,376
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,242,342
Assets. Value of participant loans	2014-12-31	$35,656
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$22,703
Total contributions received or receivable from employer(s)	2014-12-31	$110,729
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	$0
2013 : NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2013 401k financial data
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	$479,601
Expenses. Total of all expenses incurred	2013-12-31	$25,667
Benefits paid (including direct rollovers)	2013-12-31	$25,667
Total plan assets at end of year	2013-12-31	$3,242,342
Total plan assets at beginning of year	2013-12-31	$2,788,408
Value of fidelity bond covering the plan	2013-12-31	$300,000
Other income received	2013-12-31	$374,933
Net income (gross income less expenses)	2013-12-31	$453,934
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,242,342
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,788,408
Assets. Value of participant loans	2013-12-31	$10,596
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$22,513
Total contributions received or receivable from employer(s)	2013-12-31	$104,668
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$318,909
Expenses. Total of all expenses incurred	2012-12-31	$7,426
Benefits paid (including direct rollovers)	2012-12-31	$7,426
Total plan assets at end of year	2012-12-31	$2,788,408
Total plan assets at beginning of year	2012-12-31	$2,476,925
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$0
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	$227,782
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$311,483
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,788,408
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,476,925
Assets. Value of participant loans	2012-12-31	$14,204
Total contributions received or receivable from employer(s)	2012-12-31	$91,127
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$213,010
Expenses. Total of all expenses incurred	2011-12-31	$18,316
Benefits paid (including direct rollovers)	2011-12-31	$18,316
Total plan assets at end of year	2011-12-31	$2,476,925
Total plan assets at beginning of year	2011-12-31	$2,282,231
Value of fidelity bond covering the plan	2011-12-31	$300,000
Other income received	2011-12-31	$125,775
Net income (gross income less expenses)	2011-12-31	$194,694
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,476,925
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,282,231
Assets. Value of participant loans	2011-12-31	$1,909
Total contributions received or receivable from employer(s)	2011-12-31	$87,235
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2010 401k financial data
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	$303,990
Expenses. Total of all expenses incurred	2010-12-31	$15,380
Total plan assets at end of year	2010-12-31	$2,282,231
Total plan assets at beginning of year	2010-12-31	$1,993,621
Expenses. Other expenses not covered elsewhere	2010-12-31	$15,380
Other income received	2010-12-31	$220,558
Net income (gross income less expenses)	2010-12-31	$288,610
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,282,231
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,993,621
Assets. Value of participant loans	2010-12-31	$6,006
Total contributions received or receivable from employer(s)	2010-12-31	$83,432

Form 5500 Responses for NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN

2020: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 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: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 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: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 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: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 2013 form 5500 responses
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 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: NEAL B. STROM & ASSOCIATES, LTD. CROSS-TESTED PROFIT SHARING PLAN 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

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Company Name:	NEAL B. STROM & ASSOCIATES, LTD.
Employer identification number (EIN):	364534819
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers