401k Plan data: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST plan

SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST
Plan identification number	001

SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

SHEEHAN PHINNEY BASS GREEN PA has sponsored the creation of one or more 401k plans.

Company Name: SHEEHAN PHINNEY BASS GREEN PA

Employer identification number (EIN): 020315777

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ALAN P CLEVELAND
001 2016-01-01 ALAN P CLEVELAND
001 2015-01-01 ALAN P CLEVELAND
001 2014-01-01 ALAN P CLEVELAND SHEEHAN PHINNEY BASS GREEN PA 2015-07-22
001 2013-01-01 ALAN P CLEVELAND
001 2012-01-01 ALAN P CLEVELAND ALAN P 2013-07-15
001 2011-01-01 ALAN P CLEVELAND ALAN P CLEVELAND 2012-07-25
001 2009-01-01 ALAN CLEVELAND
001 2009-01-01 ALAN CLEVELAND
001 2009-01-01 ALAN CLEVELAND ALAN CLEVELAND 2010-07-30
001 2009-01-01 ALAN CLEVELAND
001 2009-01-01 ALAN CLEVELAND ALAN CLEVELAND 2010-07-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ALAN P CLEVELAND
001	2016-01-01	ALAN P CLEVELAND
001	2015-01-01	ALAN P CLEVELAND
001	2014-01-01	ALAN P CLEVELAND	SHEEHAN PHINNEY BASS GREEN PA	2015-07-22
001	2013-01-01	ALAN P CLEVELAND
001	2012-01-01	ALAN P CLEVELAND	ALAN P	2013-07-15
001	2011-01-01	ALAN P CLEVELAND	ALAN P CLEVELAND	2012-07-25
001	2009-01-01	ALAN CLEVELAND
001	2009-01-01	ALAN CLEVELAND
001	2009-01-01	ALAN CLEVELAND	ALAN CLEVELAND	2010-07-30
001	2009-01-01	ALAN CLEVELAND
001	2009-01-01	ALAN CLEVELAND	ALAN CLEVELAND	2010-07-30

Plan Statistics for SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 98
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 37
Total of all active and inactive participants 2022-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 138
Number of participants with account balances 2022-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 99
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 28
Total of all active and inactive participants 2021-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 136
Number of participants with account balances 2021-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 104
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 27
Total of all active and inactive participants 2020-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 138
Number of participants with account balances 2020-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 105
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 26
Total of all active and inactive participants 2019-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 139
Number of participants with account balances 2019-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 97
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 131
Number of participants with account balances 2018-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 98
Number of retired or separated participants receiving benefits 2017-01-01 7
Number of other retired or separated participants entitled to future benefits 2017-01-01 24
Total of all active and inactive participants 2017-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 129
Number of participants with account balances 2017-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 104
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 25
Total of all active and inactive participants 2016-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 133
Number of participants with account balances 2016-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 108
Number of retired or separated participants receiving benefits 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 22
Total of all active and inactive participants 2015-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 136
Number of participants with account balances 2015-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 107
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 24
Total of all active and inactive participants 2014-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 133
Number of participants with account balances 2014-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 110
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 132
Number of participants with account balances 2013-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 109
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 20
Total of all active and inactive participants 2012-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 131
Number of participants with account balances 2012-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 108
Number of retired or separated participants receiving benefits 2011-01-01 21
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 130
Number of participants with account balances 2011-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 110
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 17
Total of all active and inactive participants 2009-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 128
Number of participants with account balances 2009-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	98
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	37
Total of all active and inactive participants	2022-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	138
Number of participants with account balances	2022-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	99
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	28
Total of all active and inactive participants	2021-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	136
Number of participants with account balances	2021-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	104
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	27
Total of all active and inactive participants	2020-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	138
Number of participants with account balances	2020-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	105
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	26
Total of all active and inactive participants	2019-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	139
Number of participants with account balances	2019-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	97
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	131
Number of participants with account balances	2018-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	98
Number of retired or separated participants receiving benefits	2017-01-01	7
Number of other retired or separated participants entitled to future benefits	2017-01-01	24
Total of all active and inactive participants	2017-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	129
Number of participants with account balances	2017-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	104
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	25
Total of all active and inactive participants	2016-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	133
Number of participants with account balances	2016-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	108
Number of retired or separated participants receiving benefits	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	22
Total of all active and inactive participants	2015-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	136
Number of participants with account balances	2015-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	107
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	24
Total of all active and inactive participants	2014-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	133
Number of participants with account balances	2014-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	110
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	132
Number of participants with account balances	2013-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	109
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	20
Total of all active and inactive participants	2012-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	131
Number of participants with account balances	2012-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	108
Number of retired or separated participants receiving benefits	2011-01-01	21
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	130
Number of participants with account balances	2011-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	110
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	17
Total of all active and inactive participants	2009-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	128
Number of participants with account balances	2009-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-6,381,479
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,728,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,728,175
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,112,427
Value of total assets at end of year	2022-12-31	$77,573,127
Value of total assets at beginning of year	2022-12-31	$89,682,703
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$-78
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$607
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$5,238,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$5,238,211
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,245,633
Participant contributions at end of year	2022-12-31	$84,522
Participant contributions at beginning of year	2022-12-31	$10,223
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,866,794
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$-78
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$5,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-12,109,576
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$77,573,127
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$89,682,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$77,069,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$599
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$419,136
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$89,667,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$89,667,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$8
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-15,738,477
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$5,753
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$0
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,728,175
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2022-12-31	020327524
2021 : SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$11,672,745
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,890,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,890,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,976,457
Value of total assets at end of year	2021-12-31	$89,682,703
Value of total assets at beginning of year	2021-12-31	$81,900,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$50
Total interest from all sources	2021-12-31	$1,378
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,094,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,094,022
Administrative expenses professional fees incurred	2021-12-31	$50
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,276,457
Participant contributions at end of year	2021-12-31	$10,223
Participant contributions at beginning of year	2021-12-31	$20,873
Total non interest bearing cash at end of year	2021-12-31	$5,435
Total non interest bearing cash at beginning of year	2021-12-31	$7,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$7,781,968
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$89,682,703
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$81,900,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$77,536,241
Interest on participant loans	2021-12-31	$1,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$89,667,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$4,336,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$4,336,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$301
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,600,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,890,727
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2021-12-31	020327524
2020 : SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$11,596,736
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,346,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,346,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,631,133
Value of total assets at end of year	2020-12-31	$81,900,735
Value of total assets at beginning of year	2020-12-31	$73,650,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$220
Total interest from all sources	2020-12-31	$3,596
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,557,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,557,069
Administrative expenses professional fees incurred	2020-12-31	$220
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,111,133
Participant contributions at end of year	2020-12-31	$20,873
Participant contributions at beginning of year	2020-12-31	$40,465
Total non interest bearing cash at end of year	2020-12-31	$7,482
Total non interest bearing cash at beginning of year	2020-12-31	$9,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$8,250,285
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$81,900,735
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$73,650,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$77,536,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$63,578,530
Interest on participant loans	2020-12-31	$2,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$4,336,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$10,021,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$10,021,466
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,404,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,520,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,346,231
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2020-12-31	020327524
2019 : SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$13,934,277
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$5,729,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,729,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,391,057
Value of total assets at end of year	2019-12-31	$73,650,450
Value of total assets at beginning of year	2019-12-31	$65,445,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$128
Total interest from all sources	2019-12-31	$162,525
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,650,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,650,423
Administrative expenses professional fees incurred	2019-12-31	$128
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$966,057
Participant contributions at end of year	2019-12-31	$40,465
Participant contributions at beginning of year	2019-12-31	$68,416
Total non interest bearing cash at end of year	2019-12-31	$9,989
Total non interest bearing cash at beginning of year	2019-12-31	$18,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$8,205,127
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$73,650,450
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$65,445,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$63,578,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$52,197,834
Interest on participant loans	2019-12-31	$3,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$10,021,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$13,160,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$13,160,343
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$159,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,730,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,425,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,729,022
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2019-12-31	020327524
2018 : SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-2,922,065
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,271,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,271,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,269,030
Value of total assets at end of year	2018-12-31	$65,445,323
Value of total assets at beginning of year	2018-12-31	$71,639,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$35
Total interest from all sources	2018-12-31	$153,913
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,741,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,741,661
Administrative expenses professional fees incurred	2018-12-31	$35
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$934,030
Participant contributions at end of year	2018-12-31	$68,416
Participant contributions at beginning of year	2018-12-31	$78,181
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$18,730
Total non interest bearing cash at beginning of year	2018-12-31	$820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-6,193,984
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$65,445,323
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$71,639,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$52,197,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$68,192,502
Interest on participant loans	2018-12-31	$4,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$13,160,343
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$3,367,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$3,367,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$149,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-7,086,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,335,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,271,884
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2018-12-31	020327524
2017 : SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$12,532,168
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,564,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,564,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,247,742
Value of total assets at end of year	2017-12-31	$71,639,307
Value of total assets at beginning of year	2017-12-31	$62,671,652
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$35
Total interest from all sources	2017-12-31	$4,554
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,441,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,441,611
Administrative expenses professional fees incurred	2017-12-31	$35
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$953,742
Participant contributions at end of year	2017-12-31	$78,181
Participant contributions at beginning of year	2017-12-31	$74,909
Other income not declared elsewhere	2017-12-31	$1,512
Total non interest bearing cash at end of year	2017-12-31	$820
Total non interest bearing cash at beginning of year	2017-12-31	$5,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$8,967,655
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$71,639,307
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$62,671,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$68,192,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$59,114,142
Interest on participant loans	2017-12-31	$4,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$3,367,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$3,476,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$3,476,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$7,836,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,294,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,564,478
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2017-12-31	020327524
2016 : SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 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	$5,682,444
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$5,016,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,016,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,361,522
Value of total assets at end of year	2016-12-31	$62,671,652
Value of total assets at beginning of year	2016-12-31	$62,005,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$4,859
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,774,206
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	$1,774,206
Administrative expenses professional fees incurred	2016-12-31	$0
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
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,005,522
Participant contributions at end of year	2016-12-31	$74,909
Participant contributions at beginning of year	2016-12-31	$117,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$715,834
Total non interest bearing cash at end of year	2016-12-31	$5,962
Total non interest bearing cash at beginning of year	2016-12-31	$135,450
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	$666,166
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$62,671,652
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$62,005,486
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	$59,114,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$54,275,985
Interest on participant loans	2016-12-31	$4,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$3,476,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$3,587,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$3,587,364
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$826,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
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	$1,356,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,016,278
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$3,889,045
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	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2016-12-31	020327524
2015 : SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-122,482
Total unrealized appreciation/depreciation of assets	2015-12-31	$-122,482
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	$7,200
Total income from all sources (including contributions)	2015-12-31	$830,078
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$10,327,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$10,326,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,373,607
Value of total assets at end of year	2015-12-31	$62,005,486
Value of total assets at beginning of year	2015-12-31	$71,509,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$142
Total interest from all sources	2015-12-31	$6,312
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$96,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$142
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
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$948,607
Participant contributions at end of year	2015-12-31	$117,642
Participant contributions at beginning of year	2015-12-31	$105,179
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$7,200
Total non interest bearing cash at end of year	2015-12-31	$135,450
Total non interest bearing cash at beginning of year	2015-12-31	$131,750
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	$-9,496,995
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$62,005,486
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$71,502,481
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	$54,275,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$61,835,434
Interest on participant loans	2015-12-31	$6,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$3,587,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$5,354,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$5,354,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,523,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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	$1,425,000
Income. Dividends from common stock	2015-12-31	$96,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$10,326,931
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$3,889,045
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$4,082,473
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	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2015-12-31	020327524
2014 : SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-288,627
Total unrealized appreciation/depreciation of assets	2014-12-31	$-288,627
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$7,200
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	$4,612,674
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,355,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,355,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,364,243
Value of total assets at end of year	2014-12-31	$71,509,681
Value of total assets at beginning of year	2014-12-31	$68,245,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$35
Total interest from all sources	2014-12-31	$5,558
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$92,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$35
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
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$978,243
Participant contributions at end of year	2014-12-31	$105,179
Participant contributions at beginning of year	2014-12-31	$107,305
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$7,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$7,200
Other income not declared elsewhere	2014-12-31	$-1,907
Total non interest bearing cash at end of year	2014-12-31	$131,750
Total non interest bearing cash at beginning of year	2014-12-31	$321,733
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	$3,256,896
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$71,502,481
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$68,245,585
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	$61,835,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$59,830,195
Interest on participant loans	2014-12-31	$5,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$5,354,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$3,823,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$3,823,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,440,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
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	$1,386,000
Income. Dividends from common stock	2014-12-31	$92,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,355,743
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$4,082,473
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$4,154,957
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2014-12-31	020327524
2013 : SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$1,212,632
Total unrealized appreciation/depreciation of assets	2013-12-31	$1,212,632
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	$11,145,792
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,095,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,095,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,334,452
Value of total assets at end of year	2013-12-31	$68,245,585
Value of total assets at beginning of year	2013-12-31	$60,195,084
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$51
Total interest from all sources	2013-12-31	$4,462
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$75,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$51
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
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$922,452
Participant contributions at end of year	2013-12-31	$107,305
Participant contributions at beginning of year	2013-12-31	$78,695
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$7,809
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$12,731
Other income not declared elsewhere	2013-12-31	$78
Total non interest bearing cash at end of year	2013-12-31	$321,733
Total non interest bearing cash at beginning of year	2013-12-31	$261,214
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	$8,050,501
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$68,245,585
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$60,195,084
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	$59,830,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$56,391,010
Interest on participant loans	2013-12-31	$4,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$3,823,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$753,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$753,440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$183
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$7,518,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
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	$1,412,000
Income. Dividends from common stock	2013-12-31	$75,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,095,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$4,154,957
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$2,697,994
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2013-12-31	020327524
2012 : SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$164,297
Total unrealized appreciation/depreciation of assets	2012-12-31	$164,297
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	$9,399,909
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,202,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,202,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,322,956
Value of total assets at end of year	2012-12-31	$60,195,084
Value of total assets at beginning of year	2012-12-31	$53,997,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$4,945
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$70,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$919,456
Participant contributions at end of year	2012-12-31	$78,695
Participant contributions at beginning of year	2012-12-31	$102,325
Participant contributions at beginning of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$12,731
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$27,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$701
Total non interest bearing cash at end of year	2012-12-31	$261,214
Total non interest bearing cash at beginning of year	2012-12-31	$110,010
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	$6,197,370
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$60,195,084
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$53,997,714
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	$56,391,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$48,754,516
Interest on participant loans	2012-12-31	$4,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$753,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,581,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,581,665
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$367
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$6,836,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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	$1,403,500
Employer contributions (assets) at beginning of year	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$70,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,202,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$2,697,994
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$2,422,168
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2012-12-31	020327524
2011 : SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-201,677
Total unrealized appreciation/depreciation of assets	2011-12-31	$-201,677
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	$366,313
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$4,831,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$4,831,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,466,331
Value of total assets at end of year	2011-12-31	$53,997,714
Value of total assets at beginning of year	2011-12-31	$58,462,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5
Total interest from all sources	2011-12-31	$4,983
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$62,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$914,547
Participant contributions at end of year	2011-12-31	$102,325
Participant contributions at beginning of year	2011-12-31	$79,637
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$27,030
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$47,321
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$6,784
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$4,783
Administrative expenses (other) incurred	2011-12-31	$5
Total non interest bearing cash at end of year	2011-12-31	$110,010
Total non interest bearing cash at beginning of year	2011-12-31	$262,928
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	$-4,464,820
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$53,997,714
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$58,462,534
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	$48,754,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$54,878,984
Interest on participant loans	2011-12-31	$4,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,581,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$788,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$788,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$700
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,970,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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	$1,545,000
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$62,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,831,128
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$2,422,168
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$2,404,975
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2011-12-31	020327524
2010 : SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$561,296
Total unrealized appreciation/depreciation of assets	2010-12-31	$561,296
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	$9,668,825
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$796,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$778,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,352,845
Value of total assets at end of year	2010-12-31	$58,462,534
Value of total assets at beginning of year	2010-12-31	$49,590,623
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$18,434
Total interest from all sources	2010-12-31	$7,171
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$53,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$874,841
Participant contributions at end of year	2010-12-31	$79,637
Participant contributions at beginning of year	2010-12-31	$104,297
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$47,321
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$69,140
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$5,072
Administrative expenses (other) incurred	2010-12-31	$200
Total non interest bearing cash at end of year	2010-12-31	$262,928
Total non interest bearing cash at beginning of year	2010-12-31	$255,281
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	$8,871,911
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$58,462,534
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$49,590,623
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
Investment advisory and management fees	2010-12-31	$18,234
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$54,878,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$43,416,115
Interest on participant loans	2010-12-31	$5,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$788,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$4,071,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$4,071,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$6,689,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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	$1,478,004
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$53,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$778,480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$2,404,975
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$1,674,158
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2010-12-31	020327524

Form 5500 Responses for SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST

2022: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 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: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 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: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
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: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 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: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 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: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 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: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 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: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 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: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 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: SHEEHAN PHINNEY BASS GREEN PA PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SHEEHAN PHINNEY BASS GREEN PA
Employer identification number (EIN):	020315777
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers