401k Plan data: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN plan

GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 401k Plan overview

Plan Name	GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN
Plan identification number	002

GELFAND, RENNERT & FELDMAN 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

GELFAND, RENNERT AND FELDMAN, LLP has sponsored the creation of one or more 401k plans.

Company Name: GELFAND, RENNERT AND FELDMAN, LLP

Employer identification number (EIN): 954756056

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01
002 2016-01-01 DAVID JACKEL, PARTNER 2017-10-13
002 2015-01-01
002 2014-01-01 DAVID JACKEL, PARTNER
002 2013-01-01 DAVID JACKEL, PARTNER
002 2012-01-01 DAVID JACKEL, PARTNER
002 2011-01-01 DAVID JACKEL, PARTNER
002 2009-01-01 DANIEL KRAVITZ

Plan Statistics for GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN

401k plan membership statisitcs for GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN

Measure Date Value
2016: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 163
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 175
Number of participants with account balances 2016-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 168
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 12
Total of all active and inactive participants 2015-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 181
Number of participants with account balances 2015-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13
2014: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 165
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 5
Total of all active and inactive participants 2014-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 170
Number of participants with account balances 2014-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 142
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 0
Total of all active and inactive participants 2013-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 142
Number of participants with account balances 2013-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 135
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 8
Total of all active and inactive participants 2012-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 143
Number of participants with account balances 2012-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 11
2011: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 136
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 11
Total of all active and inactive participants 2011-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 147
Number of participants with account balances 2011-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 9
2009: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 129
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 14
Total of all active and inactive participants 2009-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 143
Number of participants with account balances 2009-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2016: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	163
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	175
Number of participants with account balances	2016-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	168
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	12
Total of all active and inactive participants	2015-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	181
Number of participants with account balances	2015-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13
2014: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	165
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	5
Total of all active and inactive participants	2014-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	170
Number of participants with account balances	2014-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	142
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	0
Total of all active and inactive participants	2013-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	142
Number of participants with account balances	2013-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	135
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	8
Total of all active and inactive participants	2012-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	143
Number of participants with account balances	2012-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	11
2011: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	136
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	11
Total of all active and inactive participants	2011-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	147
Number of participants with account balances	2011-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	9
2009: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	129
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	14
Total of all active and inactive participants	2009-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	143
Number of participants with account balances	2009-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN

Measure	Date	Value
2016 : GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$920,564
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$444,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$425,315
Expenses. Certain deemed distributions of participant loans	2016-12-31	$2,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$429,004
Value of total assets at end of year	2016-12-31	$5,947,774
Value of total assets at beginning of year	2016-12-31	$5,471,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$16,052
Total interest from all sources	2016-12-31	$895
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$136,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$136,421
Administrative expenses professional fees incurred	2016-12-31	$16,052
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Participant contributions at end of year	2016-12-31	$33,116
Participant contributions at beginning of year	2016-12-31	$19,897
Other income not declared elsewhere	2016-12-31	$-486
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$476,305
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,947,774
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,471,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,485,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,031,732
Interest on participant loans	2016-12-31	$764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$131
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$354,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$429,004
Employer contributions (assets) at end of year	2016-12-31	$429,004
Employer contributions (assets) at beginning of year	2016-12-31	$418,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$425,315
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2016-12-31	954345526
2015 : GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$373,678
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$265,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$258,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$414,298
Value of total assets at end of year	2015-12-31	$5,471,469
Value of total assets at beginning of year	2015-12-31	$5,363,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,025
Total interest from all sources	2015-12-31	$942
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$208,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$208,048
Administrative expenses professional fees incurred	2015-12-31	$7,025
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Participant contributions at end of year	2015-12-31	$19,897
Participant contributions at beginning of year	2015-12-31	$39,929
Total non interest bearing cash at end of year	2015-12-31	$881
Total non interest bearing cash at beginning of year	2015-12-31	$5,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$107,941
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,471,469
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,363,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,031,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,919,908
Interest on participant loans	2015-12-31	$942
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-249,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$414,298
Employer contributions (assets) at end of year	2015-12-31	$418,959
Employer contributions (assets) at beginning of year	2015-12-31	$398,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$258,712
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2015-12-31	954345526
2014 : GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$2,978
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$688,056
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$195,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$195,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$398,199
Value of total assets at end of year	2014-12-31	$5,363,528
Value of total assets at beginning of year	2014-12-31	$4,868,120
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$496
Total interest from all sources	2014-12-31	$1,566
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$320,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$320,022
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$39,929
Participant contributions at beginning of year	2014-12-31	$56,806
Administrative expenses (other) incurred	2014-12-31	$496
Total non interest bearing cash at end of year	2014-12-31	$5,492
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$492,430
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,363,528
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,868,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,919,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,407,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$210,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$210,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-31,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$398,199
Employer contributions (assets) at end of year	2014-12-31	$398,199
Employer contributions (assets) at beginning of year	2014-12-31	$193,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$195,130
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$28,572
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$28,572
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2014-12-31	954345526
2013 : GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$952,181
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$134,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$133,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$193,597
Value of total assets at end of year	2013-12-31	$4,868,120
Value of total assets at beginning of year	2013-12-31	$4,049,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$772
Total interest from all sources	2013-12-31	$1,028
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$162,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$162,927
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at end of year	2013-12-31	$56,806
Participant contributions at beginning of year	2013-12-31	$13,950
Administrative expenses (other) incurred	2013-12-31	$772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$818,158
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,868,120
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,049,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,407,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,436,281
Interest on participant loans	2013-12-31	$982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$210,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$230,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$230,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$594,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$193,597
Employer contributions (assets) at end of year	2013-12-31	$193,597
Employer contributions (assets) at beginning of year	2013-12-31	$369,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$133,251
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$295,552
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$295,552
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2013-12-31	954345526
2012 : GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$775,328
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$60,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$59,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$369,599
Value of total assets at end of year	2012-12-31	$4,049,962
Value of total assets at beginning of year	2012-12-31	$3,335,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$706
Total interest from all sources	2012-12-31	$640
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$134,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$134,309
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Participant contributions at end of year	2012-12-31	$13,950
Participant contributions at beginning of year	2012-12-31	$19,750
Administrative expenses (other) incurred	2012-12-31	$706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$714,762
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,049,962
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,335,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,436,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,768,326
Interest on participant loans	2012-12-31	$586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$230,132
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$206,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$206,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$54
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$270,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$369,599
Employer contributions (assets) at end of year	2012-12-31	$369,599
Employer contributions (assets) at beginning of year	2012-12-31	$340,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$59,860
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$24,496
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$24,496
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2012-12-31	954345526
2011 : GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$1,894
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$265,855
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$104,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$103,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$340,606
Value of total assets at end of year	2011-12-31	$3,335,200
Value of total assets at beginning of year	2011-12-31	$3,175,607
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$434
Total interest from all sources	2011-12-31	$521
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$83,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$83,942
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Participant contributions at end of year	2011-12-31	$19,750
Participant contributions at beginning of year	2011-12-31	$14,437
Administrative expenses (other) incurred	2011-12-31	$434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$161,487
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,335,200
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,175,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,768,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,596,011
Interest on participant loans	2011-12-31	$414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$206,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$201,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$201,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$107
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-159,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$340,606
Employer contributions (assets) at end of year	2011-12-31	$340,606
Employer contributions (assets) at beginning of year	2011-12-31	$364,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$103,934
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$40,388
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$40,388
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2011-12-31	954345526
2010 : GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$689,677
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$54,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$53,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$364,006
Value of total assets at end of year	2010-12-31	$3,175,607
Value of total assets at beginning of year	2010-12-31	$2,540,347
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$456
Total interest from all sources	2010-12-31	$1,148
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$78,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$78,145
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Participant contributions at end of year	2010-12-31	$14,437
Participant contributions at beginning of year	2010-12-31	$33,686
Administrative expenses (other) incurred	2010-12-31	$456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$635,260
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,175,607
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,540,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,596,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,955,090
Interest on participant loans	2010-12-31	$940
Interest earned on other investments	2010-12-31	$41
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$201,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$197,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$197,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$246,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$364,006
Employer contributions (assets) at end of year	2010-12-31	$364,006
Employer contributions (assets) at beginning of year	2010-12-31	$354,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$53,961
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$52,032
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$52,032
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HOLTHOUSE CARLIN & VAN TRIGT
Accountancy firm EIN	2010-12-31	954345526
2009 : GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN

2016: GELFAND, RENNERT & FELDMAN 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: GELFAND, RENNERT & FELDMAN 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: GELFAND, RENNERT & FELDMAN 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: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 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: GELFAND, RENNERT & FELDMAN 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: GELFAND, RENNERT & FELDMAN 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
2009: GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	GELFAND, RENNERT AND FELDMAN, LLP
Employer identification number (EIN):	954756056
NAIC Classification:	541219
NAIC Description:	Other Accounting Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2016-01-01
002	2016-01-01	DAVID JACKEL, PARTNER	2017-10-13
002	2015-01-01
002	2014-01-01	DAVID JACKEL, PARTNER
002	2013-01-01	DAVID JACKEL, PARTNER
002	2012-01-01	DAVID JACKEL, PARTNER
002	2011-01-01	DAVID JACKEL, PARTNER
002	2009-01-01	DANIEL KRAVITZ