JEFFREY SLOCUM & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEFFREY SLOCUM & ASSOCIATES, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2017 : JEFFREY SLOCUM & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-03-22 | $0 |
| Total plan liabilities at end of year | 2017-03-22 | $0 |
| Total plan liabilities at beginning of year | 2017-03-22 | $0 |
| Total income from all sources | 2017-03-22 | $37 |
| Expenses. Total of all expenses incurred | 2017-03-22 | $12,879 |
| Benefits paid (including direct rollovers) | 2017-03-22 | $10,504 |
| Total plan assets at end of year | 2017-03-22 | $0 |
| Total plan assets at beginning of year | 2017-03-22 | $12,842 |
| Value of fidelity bond covering the plan | 2017-03-22 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-03-22 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-03-22 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-03-22 | $0 |
| Other income received | 2017-03-22 | $37 |
| Noncash contributions received | 2017-03-22 | $0 |
| Net income (gross income less expenses) | 2017-03-22 | $-12,842 |
| Net plan assets at end of year (total assets less liabilities) | 2017-03-22 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-03-22 | $12,842 |
| Total contributions received or receivable from employer(s) | 2017-03-22 | $0 |
| Value of certain deemed distributions of participant loans | 2017-03-22 | $0 |
| Value of corrective distributions | 2017-03-22 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-03-22 | $2,375 |
| Transfers to/from the plan | 2017-01-31 | $0 |
| Total plan liabilities at end of year | 2017-01-31 | $0 |
| Total plan liabilities at beginning of year | 2017-01-31 | $14 |
| Total income from all sources | 2017-01-31 | $2,475,052 |
| Expenses. Total of all expenses incurred | 2017-01-31 | $16,656,175 |
| Benefits paid (including direct rollovers) | 2017-01-31 | $16,655,450 |
| Total plan assets at end of year | 2017-01-31 | $12,842 |
| Total plan assets at beginning of year | 2017-01-31 | $14,193,979 |
| Value of fidelity bond covering the plan | 2017-01-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-01-31 | $555,306 |
| Expenses. Other expenses not covered elsewhere | 2017-01-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-01-31 | $24,577 |
| Other income received | 2017-01-31 | $1,632,070 |
| Noncash contributions received | 2017-01-31 | $0 |
| Net income (gross income less expenses) | 2017-01-31 | $-14,181,123 |
| Net plan assets at end of year (total assets less liabilities) | 2017-01-31 | $12,842 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-01-31 | $14,193,965 |
| Assets. Value of participant loans | 2017-01-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-01-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-01-31 | $263,099 |
| Value of certain deemed distributions of participant loans | 2017-01-31 | $0 |
| Value of corrective distributions | 2017-01-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-01-31 | $725 |
| 2016 : JEFFREY SLOCUM & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-01-31 | $4,959 |
| Total plan liabilities at end of year | 2016-01-31 | $14 |
| Total plan liabilities at beginning of year | 2016-01-31 | $0 |
| Total income from all sources | 2016-01-31 | $1,021,500 |
| Expenses. Total of all expenses incurred | 2016-01-31 | $1,751,319 |
| Benefits paid (including direct rollovers) | 2016-01-31 | $1,741,203 |
| Total plan assets at end of year | 2016-01-31 | $14,193,979 |
| Total plan assets at beginning of year | 2016-01-31 | $14,918,825 |
| Value of fidelity bond covering the plan | 2016-01-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-01-31 | $664,927 |
| Expenses. Other expenses not covered elsewhere | 2016-01-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-01-31 | $161,226 |
| Other income received | 2016-01-31 | $-854,433 |
| Noncash contributions received | 2016-01-31 | $0 |
| Net income (gross income less expenses) | 2016-01-31 | $-729,819 |
| Net plan assets at end of year (total assets less liabilities) | 2016-01-31 | $14,193,965 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-01-31 | $14,918,825 |
| Assets. Value of participant loans | 2016-01-31 | $127,291 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-01-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-01-31 | $1,049,780 |
| Value of certain deemed distributions of participant loans | 2016-01-31 | $0 |
| Value of corrective distributions | 2016-01-31 | $9,978 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-01-31 | $138 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-01-31 | $0 |
| 2015 : JEFFREY SLOCUM & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-01-31 | $0 |
| Total plan liabilities at end of year | 2015-01-31 | $0 |
| Total plan liabilities at beginning of year | 2015-01-31 | $0 |
| Total income from all sources | 2015-01-31 | $2,651,558 |
| Expenses. Total of all expenses incurred | 2015-01-31 | $351,536 |
| Benefits paid (including direct rollovers) | 2015-01-31 | $347,960 |
| Total plan assets at end of year | 2015-01-31 | $14,918,825 |
| Total plan assets at beginning of year | 2015-01-31 | $12,618,803 |
| Value of fidelity bond covering the plan | 2015-01-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-01-31 | $731,596 |
| Expenses. Other expenses not covered elsewhere | 2015-01-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-01-31 | $437,318 |
| Other income received | 2015-01-31 | $466,408 |
| Noncash contributions received | 2015-01-31 | $0 |
| Net income (gross income less expenses) | 2015-01-31 | $2,300,022 |
| Net plan assets at end of year (total assets less liabilities) | 2015-01-31 | $14,918,825 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-01-31 | $12,618,803 |
| Assets. Value of participant loans | 2015-01-31 | $148,250 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-01-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-01-31 | $1,016,236 |
| Value of certain deemed distributions of participant loans | 2015-01-31 | $0 |
| Value of corrective distributions | 2015-01-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-01-31 | $3,576 |
| 2014 : JEFFREY SLOCUM & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-01-31 | $2,133,358 |
| Expenses. Total of all expenses incurred | 2014-01-31 | $989,254 |
| Benefits paid (including direct rollovers) | 2014-01-31 | $983,044 |
| Total plan assets at end of year | 2014-01-31 | $12,618,803 |
| Total plan assets at beginning of year | 2014-01-31 | $11,474,699 |
| Value of fidelity bond covering the plan | 2014-01-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-01-31 | $669,365 |
| Expenses. Other expenses not covered elsewhere | 2014-01-31 | $6,210 |
| Contributions received from other sources (not participants or employers) | 2014-01-31 | $34,589 |
| Other income received | 2014-01-31 | $451,088 |
| Net income (gross income less expenses) | 2014-01-31 | $1,144,104 |
| Net plan assets at end of year (total assets less liabilities) | 2014-01-31 | $12,618,803 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-01-31 | $11,474,699 |
| Assets. Value of participant loans | 2014-01-31 | $115,197 |
| Total contributions received or receivable from employer(s) | 2014-01-31 | $978,316 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-01-31 | $0 |
| 2013 : JEFFREY SLOCUM & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-01-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-01-31 | $37,402 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-01-31 | $39,300 |
| Total income from all sources (including contributions) | 2013-01-31 | $2,420,719 |
| Total loss/gain on sale of assets | 2013-01-31 | $0 |
| Total of all expenses incurred | 2013-01-31 | $992,047 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-01-31 | $984,864 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-01-31 | $1,471,982 |
| Value of total assets at end of year | 2013-01-31 | $11,512,101 |
| Value of total assets at beginning of year | 2013-01-31 | $10,085,327 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-01-31 | $7,183 |
| Total interest from all sources | 2013-01-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-01-31 | $369,412 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-01-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-01-31 | $369,412 |
| Administrative expenses professional fees incurred | 2013-01-31 | $7,183 |
| Was this plan covered by a fidelity bond | 2013-01-31 | Yes |
| Value of fidelity bond cover | 2013-01-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-01-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-01-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-01-31 | No |
| Contributions received from participants | 2013-01-31 | $623,428 |
| Participant contributions at end of year | 2013-01-31 | $33,636 |
| Participant contributions at beginning of year | 2013-01-31 | $48,484 |
| Assets. Other investments not covered elsewhere at end of year | 2013-01-31 | $157,235 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-01-31 | $28,406 |
| Other income not declared elsewhere | 2013-01-31 | $-5,318 |
| Total non interest bearing cash at end of year | 2013-01-31 | $37,747 |
| Total non interest bearing cash at beginning of year | 2013-01-31 | $92,746 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-01-31 | No |
| Value of net income/loss | 2013-01-31 | $1,428,672 |
| Value of net assets at end of year (total assets less liabilities) | 2013-01-31 | $11,474,699 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-01-31 | $10,046,027 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-01-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-01-31 | $9,148,212 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-01-31 | $6,916,874 |
| Value of interest in common/collective trusts at end of year | 2013-01-31 | $1,315,123 |
| Value of interest in common/collective trusts at beginning of year | 2013-01-31 | $2,298,611 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-01-31 | $582,637 |
| Net investment gain or loss from common/collective trusts | 2013-01-31 | $2,006 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-01-31 | No |
| Contributions received in cash from employer | 2013-01-31 | $820,148 |
| Employer contributions (assets) at end of year | 2013-01-31 | $820,148 |
| Employer contributions (assets) at beginning of year | 2013-01-31 | $728,612 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-01-31 | $984,864 |
| Liabilities. Value of benefit claims payable at end of year | 2013-01-31 | $37,402 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-01-31 | $39,300 |
| Did the plan have assets held for investment | 2013-01-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-01-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-01-31 | Disclaimer |
| Accountancy firm name | 2013-01-31 | LURIE BESIKOF LAPIDUS & COMPANY LLP |
| Accountancy firm EIN | 2013-01-31 | 410721734 |
| 2012 : JEFFREY SLOCUM & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-01-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-01-31 | $39,300 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-01-31 | $0 |
| Total income from all sources (including contributions) | 2012-01-31 | $1,324,346 |
| Total loss/gain on sale of assets | 2012-01-31 | $0 |
| Total of all expenses incurred | 2012-01-31 | $1,116,475 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-01-31 | $1,116,456 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-01-31 | $1,277,151 |
| Value of total assets at end of year | 2012-01-31 | $10,085,327 |
| Value of total assets at beginning of year | 2012-01-31 | $9,838,156 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-01-31 | $19 |
| Total interest from all sources | 2012-01-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-01-31 | $278,049 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-01-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-01-31 | $278,049 |
| Administrative expenses professional fees incurred | 2012-01-31 | $19 |
| Was this plan covered by a fidelity bond | 2012-01-31 | Yes |
| Value of fidelity bond cover | 2012-01-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-01-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-01-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-01-31 | No |
| Contributions received from participants | 2012-01-31 | $548,539 |
| Participant contributions at end of year | 2012-01-31 | $48,484 |
| Participant contributions at beginning of year | 2012-01-31 | $26,204 |
| Other income not declared elsewhere | 2012-01-31 | $3,609 |
| Total non interest bearing cash at end of year | 2012-01-31 | $92,746 |
| Total non interest bearing cash at beginning of year | 2012-01-31 | $5,375 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-01-31 | No |
| Value of net income/loss | 2012-01-31 | $207,871 |
| Value of net assets at end of year (total assets less liabilities) | 2012-01-31 | $10,046,027 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-01-31 | $9,838,156 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-01-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-01-31 | $6,916,874 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-01-31 | $6,850,738 |
| Value of interest in common/collective trusts at end of year | 2012-01-31 | $2,298,611 |
| Value of interest in common/collective trusts at beginning of year | 2012-01-31 | $2,172,330 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-01-31 | $-335,108 |
| Net investment gain or loss from common/collective trusts | 2012-01-31 | $100,645 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-01-31 | No |
| Contributions received in cash from employer | 2012-01-31 | $728,612 |
| Employer contributions (assets) at end of year | 2012-01-31 | $728,612 |
| Employer contributions (assets) at beginning of year | 2012-01-31 | $783,509 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-01-31 | $1,116,456 |
| Liabilities. Value of benefit claims payable at end of year | 2012-01-31 | $39,300 |
| Did the plan have assets held for investment | 2012-01-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-01-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-01-31 | Disclaimer |
| Accountancy firm name | 2012-01-31 | LURIE BESIKOF LAPIDUS & COMPANY LLP |
| Accountancy firm EIN | 2012-01-31 | 410721734 |
| 2011 : JEFFREY SLOCUM & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-01-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-01-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-01-31 | $0 |
| Total income from all sources (including contributions) | 2011-01-31 | $2,883,198 |
| Total loss/gain on sale of assets | 2011-01-31 | $0 |
| Total of all expenses incurred | 2011-01-31 | $505,957 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-01-31 | $505,897 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-01-31 | $1,726,936 |
| Value of total assets at end of year | 2011-01-31 | $9,838,156 |
| Value of total assets at beginning of year | 2011-01-31 | $7,460,915 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-01-31 | $60 |
| Total interest from all sources | 2011-01-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-01-31 | $248,471 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-01-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-01-31 | $248,471 |
| Administrative expenses professional fees incurred | 2011-01-31 | $60 |
| Was this plan covered by a fidelity bond | 2011-01-31 | Yes |
| Value of fidelity bond cover | 2011-01-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-01-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-01-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-01-31 | No |
| Contributions received from participants | 2011-01-31 | $519,871 |
| Participant contributions at end of year | 2011-01-31 | $26,204 |
| Participant contributions at beginning of year | 2011-01-31 | $74,894 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-01-31 | $423,556 |
| Total non interest bearing cash at end of year | 2011-01-31 | $5,375 |
| Total non interest bearing cash at beginning of year | 2011-01-31 | $146 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-01-31 | No |
| Value of net income/loss | 2011-01-31 | $2,377,241 |
| Value of net assets at end of year (total assets less liabilities) | 2011-01-31 | $9,838,156 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-01-31 | $7,460,915 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-01-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-01-31 | $6,850,738 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-01-31 | $4,663,087 |
| Value of interest in common/collective trusts at end of year | 2011-01-31 | $2,172,330 |
| Value of interest in common/collective trusts at beginning of year | 2011-01-31 | $2,011,049 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-01-31 | $849,166 |
| Net investment gain or loss from common/collective trusts | 2011-01-31 | $58,625 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-01-31 | No |
| Contributions received in cash from employer | 2011-01-31 | $783,509 |
| Employer contributions (assets) at end of year | 2011-01-31 | $783,509 |
| Employer contributions (assets) at beginning of year | 2011-01-31 | $711,739 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-01-31 | $505,897 |
| Did the plan have assets held for investment | 2011-01-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-01-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-01-31 | Disclaimer |
| Accountancy firm name | 2011-01-31 | LURIE BESIKOF LAPIDUS & COMPANY LLP |
| Accountancy firm EIN | 2011-01-31 | 410721734 |
| 2010 : JEFFREY SLOCUM & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-01-31 | $0 |
