401k Plan data: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN plan

RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 401k Plan overview

Plan Name	RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN
Plan identification number	004

RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

RACKEMANN, SAWYER & BREWSTER PC has sponsored the creation of one or more 401k plans.

Company Name: RACKEMANN, SAWYER & BREWSTER PC

Employer identification number (EIN): 042645491

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2021-07-01
004 2020-07-01
004 2019-07-01 MATTHEW J. LEONARD 2021-04-08
004 2018-07-01 MARY ELLEN HAYES 2020-04-14
004 2017-07-01
004 2016-07-01 MARY ELLEN HAYES
004 2016-07-01
004 2015-07-01 MARY ELLEN HAYES
004 2014-07-01 MARY ELLEN HAYES
004 2013-07-01 MARY SCHULZE
004 2012-07-01 MARY SCHULZE
004 2011-07-01 MARY SCHULZE
004 2009-07-01 MARY SCHULZE

Plan Statistics for RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN

401k plan membership statisitcs for RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN

Measure Date Value
2019: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 101
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 50
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 43
Total of all active and inactive participants 2019-07-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 93
Number of participants with account balances 2019-07-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 4
2018: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 110
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 58
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 40
Total of all active and inactive participants 2018-07-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 98
Number of participants with account balances 2018-07-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 5
2017: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 108
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 72
Number of retired or separated participants receiving benefits 2017-07-01 1
Number of other retired or separated participants entitled to future benefits 2017-07-01 31
Total of all active and inactive participants 2017-07-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 104
Number of participants with account balances 2017-07-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 111
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 74
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 34
Total of all active and inactive participants 2016-07-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 108
Number of participants with account balances 2016-07-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 116
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 72
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 39
Total of all active and inactive participants 2015-07-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 111
Number of participants with account balances 2015-07-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 112
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 82
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 34
Total of all active and inactive participants 2014-07-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 116
Number of participants with account balances 2014-07-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 125
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 84
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 28
Total of all active and inactive participants 2013-07-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 112
Number of participants with account balances 2013-07-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 85
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 85
Number of retired or separated participants receiving benefits 2012-07-01 4
Number of other retired or separated participants entitled to future benefits 2012-07-01 36
Total of all active and inactive participants 2012-07-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 125
Number of participants with account balances 2012-07-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 124
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 82
Number of retired or separated participants receiving benefits 2011-07-01 1
Number of other retired or separated participants entitled to future benefits 2011-07-01 2
Total of all active and inactive participants 2011-07-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 85
Number of participants with account balances 2011-07-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 5
2009: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 142
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 108
Number of retired or separated participants receiving benefits 2009-07-01 1
Number of other retired or separated participants entitled to future benefits 2009-07-01 20
Total of all active and inactive participants 2009-07-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 129
Number of participants with account balances 2009-07-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2019: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	101
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	50
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	43
Total of all active and inactive participants	2019-07-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	93
Number of participants with account balances	2019-07-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	4
2018: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	110
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	58
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	40
Total of all active and inactive participants	2018-07-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	98
Number of participants with account balances	2018-07-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	5
2017: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	108
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	72
Number of retired or separated participants receiving benefits	2017-07-01	1
Number of other retired or separated participants entitled to future benefits	2017-07-01	31
Total of all active and inactive participants	2017-07-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	104
Number of participants with account balances	2017-07-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	111
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	74
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	34
Total of all active and inactive participants	2016-07-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	108
Number of participants with account balances	2016-07-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	116
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	72
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	39
Total of all active and inactive participants	2015-07-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	111
Number of participants with account balances	2015-07-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	112
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	82
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	34
Total of all active and inactive participants	2014-07-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	116
Number of participants with account balances	2014-07-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	125
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	84
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	28
Total of all active and inactive participants	2013-07-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	112
Number of participants with account balances	2013-07-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	85
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	85
Number of retired or separated participants receiving benefits	2012-07-01	4
Number of other retired or separated participants entitled to future benefits	2012-07-01	36
Total of all active and inactive participants	2012-07-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	125
Number of participants with account balances	2012-07-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	124
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	82
Number of retired or separated participants receiving benefits	2011-07-01	1
Number of other retired or separated participants entitled to future benefits	2011-07-01	2
Total of all active and inactive participants	2011-07-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	85
Number of participants with account balances	2011-07-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	5
2009: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	142
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	108
Number of retired or separated participants receiving benefits	2009-07-01	1
Number of other retired or separated participants entitled to future benefits	2009-07-01	20
Total of all active and inactive participants	2009-07-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	129
Number of participants with account balances	2009-07-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN

Measure	Date	Value
2020 : RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,207,045
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$5,325,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$5,294,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$790,964
Value of total assets at end of year	2020-06-30	$28,396,546
Value of total assets at beginning of year	2020-06-30	$32,514,639
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$30,359
Total interest from all sources	2020-06-30	$4,734
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$700,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$700,345
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$617,833
Participant contributions at end of year	2020-06-30	$90,982
Participant contributions at beginning of year	2020-06-30	$80,814
Assets. Other investments not covered elsewhere at end of year	2020-06-30	$23,615
Assets. Other investments not covered elsewhere at beginning of year	2020-06-30	$4,634,955
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$167,725
Administrative expenses (other) incurred	2020-06-30	$30,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$-4,118,093
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$28,396,546
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$32,514,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$28,281,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$0
Interest on participant loans	2020-06-30	$4,029
Interest earned on other investments	2020-06-30	$705
Value of interest in common/collective trusts at end of year	2020-06-30	$0
Value of interest in common/collective trusts at beginning of year	2020-06-30	$27,798,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-288,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$5,406
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$5,294,779
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MEDAGLIA & MURPHY INC.
Accountancy firm EIN	2020-06-30	020458972
2019 : RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$2,207,079
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$1,953,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,945,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$612,651
Value of total assets at end of year	2019-06-30	$32,514,639
Value of total assets at beginning of year	2019-06-30	$32,261,115
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$7,969
Total interest from all sources	2019-06-30	$239,993
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$612,651
Participant contributions at end of year	2019-06-30	$80,814
Participant contributions at beginning of year	2019-06-30	$158,433
Assets. Other investments not covered elsewhere at end of year	2019-06-30	$4,634,955
Assets. Other investments not covered elsewhere at beginning of year	2019-06-30	$3,228,791
Administrative expenses (other) incurred	2019-06-30	$7,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$253,524
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$32,514,639
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$32,261,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Interest on participant loans	2019-06-30	$5,793
Interest earned on other investments	2019-06-30	$234,200
Value of interest in common/collective trusts at end of year	2019-06-30	$27,798,870
Value of interest in common/collective trusts at beginning of year	2019-06-30	$28,581,835
Net investment gain or loss from common/collective trusts	2019-06-30	$1,354,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Employer contributions (assets) at end of year	2019-06-30	$0
Employer contributions (assets) at beginning of year	2019-06-30	$292,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,945,586
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MEDAGLIA & MURPHY INC.
Accountancy firm EIN	2019-06-30	020458972
2018 : RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$3,269,934
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$2,119,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$2,110,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$943,653
Value of total assets at end of year	2018-06-30	$32,261,115
Value of total assets at beginning of year	2018-06-30	$31,110,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$8,906
Total interest from all sources	2018-06-30	$7,550
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2018-06-30	$0
Minimum employer required contribution for this plan year	2018-06-30	$0
Amount contributed by the employer to the plan for this plan year	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$651,597
Participant contributions at end of year	2018-06-30	$158,433
Participant contributions at beginning of year	2018-06-30	$176,883
Assets. Other investments not covered elsewhere at end of year	2018-06-30	$3,228,791
Assets. Other investments not covered elsewhere at beginning of year	2018-06-30	$3,076,533
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$7,422
Other income not declared elsewhere	2018-06-30	$3,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,150,920
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$32,261,115
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$31,110,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Interest on participant loans	2018-06-30	$7,550
Value of interest in common/collective trusts at end of year	2018-06-30	$28,581,835
Value of interest in common/collective trusts at beginning of year	2018-06-30	$27,548,367
Net investment gain or loss from common/collective trusts	2018-06-30	$2,314,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$292,056
Employer contributions (assets) at end of year	2018-06-30	$292,056
Employer contributions (assets) at beginning of year	2018-06-30	$300,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$2,110,108
Contract administrator fees	2018-06-30	$8,906
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MEDAGLIA & CO. INC.
Accountancy firm EIN	2018-06-30	020458972
2017 : RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$3,613,592
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$4,382,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$4,374,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$702,804
Value of total assets at end of year	2017-06-30	$30,809,205
Value of total assets at beginning of year	2017-06-30	$31,577,751
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$7,297
Total interest from all sources	2017-06-30	$5,322
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$656,356
Participant contributions at end of year	2017-06-30	$176,883
Participant contributions at beginning of year	2017-06-30	$176,308
Assets. Other investments not covered elsewhere at end of year	2017-06-30	$3,076,533
Assets. Other investments not covered elsewhere at beginning of year	2017-06-30	$2,904,211
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$46,448
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$7,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$-768,546
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$30,809,205
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$31,577,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Interest on participant loans	2017-06-30	$5,322
Value of interest in common/collective trusts at end of year	2017-06-30	$27,548,367
Value of interest in common/collective trusts at beginning of year	2017-06-30	$28,199,774
Net investment gain or loss from common/collective trusts	2017-06-30	$2,905,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$300,990
Employer contributions (assets) at end of year	2017-06-30	$300,990
Employer contributions (assets) at beginning of year	2017-06-30	$297,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$4,374,841
Contract administrator fees	2017-06-30	$7,297
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MEDAGLIA & CO. INC.
Accountancy firm EIN	2017-06-30	020458972
2016 : RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,032,144
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$2,888,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$2,834,427
Expenses. Certain deemed distributions of participant loans	2016-06-30	$10,815
Value of total corrective distributions	2016-06-30	$38,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,031,030
Value of total assets at end of year	2016-06-30	$31,577,751
Value of total assets at beginning of year	2016-06-30	$33,434,366
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$5,242
Total interest from all sources	2016-06-30	$6,549
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2016-06-30	$0
Minimum employer required contribution for this plan year	2016-06-30	$0
Amount contributed by the employer to the plan for this plan year	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$713,280
Participant contributions at end of year	2016-06-30	$176,308
Participant contributions at beginning of year	2016-06-30	$149,877
Assets. Other investments not covered elsewhere at end of year	2016-06-30	$2,904,211
Assets. Other investments not covered elsewhere at beginning of year	2016-06-30	$2,834,694
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$20,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$89,967
Other income not declared elsewhere	2016-06-30	$4,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-1,856,615
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$31,577,751
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$33,434,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Interest on participant loans	2016-06-30	$6,549
Value of interest in common/collective trusts at end of year	2016-06-30	$28,199,774
Value of interest in common/collective trusts at beginning of year	2016-06-30	$30,003,023
Net investment gain or loss from common/collective trusts	2016-06-30	$-10,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$297,458
Employer contributions (assets) at end of year	2016-06-30	$297,458
Employer contributions (assets) at beginning of year	2016-06-30	$356,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$2,834,427
Contract administrator fees	2016-06-30	$5,242
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MEDAGLIA & CO. INC.
Accountancy firm EIN	2016-06-30	020458972
2015 : RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$2,315,807
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$1,740,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,706,989
Expenses. Certain deemed distributions of participant loans	2015-06-30	$28,144
Value of total corrective distributions	2015-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,366,005
Value of total assets at end of year	2015-06-30	$33,434,366
Value of total assets at beginning of year	2015-06-30	$32,858,793
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$5,101
Total interest from all sources	2015-06-30	$5,078
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	No
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$-356,805
Minimum employer required contribution for this plan year	2015-06-30	$0
Amount contributed by the employer to the plan for this plan year	2015-06-30	$356,805
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$895,852
Participant contributions at end of year	2015-06-30	$149,877
Participant contributions at beginning of year	2015-06-30	$163,678
Participant contributions at beginning of year	2015-06-30	$44,956
Assets. Other investments not covered elsewhere at end of year	2015-06-30	$2,834,694
Assets. Other investments not covered elsewhere at beginning of year	2015-06-30	$3,424,107
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$113,348
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$89,967
Other income not declared elsewhere	2015-06-30	$8,912
Administrative expenses (other) incurred	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$575,573
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$33,434,366
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$32,858,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Interest on participant loans	2015-06-30	$5,078
Value of interest in common/collective trusts at end of year	2015-06-30	$30,003,023
Value of interest in common/collective trusts at beginning of year	2015-06-30	$28,871,625
Net investment gain or loss from common/collective trusts	2015-06-30	$935,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$356,805
Employer contributions (assets) at end of year	2015-06-30	$356,805
Employer contributions (assets) at beginning of year	2015-06-30	$354,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,706,989
Contract administrator fees	2015-06-30	$5,101
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MEDAGLIA & CO., INC.
Accountancy firm EIN	2015-06-30	020458972
2014 : RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$5,390,664
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,839,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,834,247
Expenses. Certain deemed distributions of participant loans	2014-06-30	$1,047
Value of total corrective distributions	2014-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,163,289
Value of total assets at end of year	2014-06-30	$32,858,793
Value of total assets at beginning of year	2014-06-30	$29,307,336
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$3,913
Total interest from all sources	2014-06-30	$4,581
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	No
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$0
Amount contributed by the employer to the plan for this plan year	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$808,862
Participant contributions at end of year	2014-06-30	$163,678
Participant contributions at beginning of year	2014-06-30	$98,922
Participant contributions at end of year	2014-06-30	$44,956
Assets. Other investments not covered elsewhere at end of year	2014-06-30	$3,424,107
Assets. Other investments not covered elsewhere at beginning of year	2014-06-30	$3,005,872
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$0
Other income not declared elsewhere	2014-06-30	$30,266
Administrative expenses (other) incurred	2014-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$3,551,457
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$32,858,793
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$29,307,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Interest on participant loans	2014-06-30	$4,581
Value of interest in common/collective trusts at end of year	2014-06-30	$28,871,625
Value of interest in common/collective trusts at beginning of year	2014-06-30	$25,811,420
Net investment gain or loss from common/collective trusts	2014-06-30	$4,192,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$354,427
Employer contributions (assets) at end of year	2014-06-30	$354,427
Employer contributions (assets) at beginning of year	2014-06-30	$391,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,834,247
Contract administrator fees	2014-06-30	$3,913
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MEDAGLIA & CO., INC.
Accountancy firm EIN	2014-06-30	020458972
2013 : RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$4,131,887
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$3,292,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$3,288,976
Expenses. Certain deemed distributions of participant loans	2013-06-30	$424
Value of total corrective distributions	2013-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,259,668
Value of total assets at end of year	2013-06-30	$29,307,336
Value of total assets at beginning of year	2013-06-30	$28,467,460
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$2,611
Total interest from all sources	2013-06-30	$4,199
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	No
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$0
Amount contributed by the employer to the plan for this plan year	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$868,546
Participant contributions at end of year	2013-06-30	$98,922
Participant contributions at beginning of year	2013-06-30	$61,565
Participant contributions at beginning of year	2013-06-30	$17,000
Assets. Other investments not covered elsewhere at end of year	2013-06-30	$3,005,872
Assets. Other investments not covered elsewhere at beginning of year	2013-06-30	$2,767,273
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$0
Other income not declared elsewhere	2013-06-30	$38,496
Administrative expenses (other) incurred	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$839,876
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$29,307,336
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$28,467,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Interest on participant loans	2013-06-30	$4,199
Value of interest in common/collective trusts at end of year	2013-06-30	$25,811,420
Value of interest in common/collective trusts at beginning of year	2013-06-30	$25,240,453
Net investment gain or loss from common/collective trusts	2013-06-30	$2,829,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$391,122
Employer contributions (assets) at end of year	2013-06-30	$391,122
Employer contributions (assets) at beginning of year	2013-06-30	$381,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$3,288,976
Contract administrator fees	2013-06-30	$2,611
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MEDAGLIA & CO. INC.
Accountancy firm EIN	2013-06-30	020458972
2012 : RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$1,497,484
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$2,000,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,998,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,209,906
Value of total assets at end of year	2012-06-30	$28,467,460
Value of total assets at beginning of year	2012-06-30	$28,970,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$1,567
Total interest from all sources	2012-06-30	$4,650
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$0
Amount contributed by the employer to the plan for this plan year	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$828,737
Participant contributions at end of year	2012-06-30	$61,565
Participant contributions at beginning of year	2012-06-30	$121,035
Participant contributions at end of year	2012-06-30	$17,000
Assets. Other investments not covered elsewhere at end of year	2012-06-30	$2,767,273
Assets. Other investments not covered elsewhere at beginning of year	2012-06-30	$2,630,628
Other income not declared elsewhere	2012-06-30	$29,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-502,931
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$28,467,460
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$28,970,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Interest on participant loans	2012-06-30	$4,650
Value of interest in common/collective trusts at end of year	2012-06-30	$25,240,453
Value of interest in common/collective trusts at beginning of year	2012-06-30	$25,815,216
Net investment gain or loss from common/collective trusts	2012-06-30	$253,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$381,169
Employer contributions (assets) at end of year	2012-06-30	$381,169
Employer contributions (assets) at beginning of year	2012-06-30	$403,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$1,998,848
Contract administrator fees	2012-06-30	$1,567
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	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MEDAGLIA & CO., INC CPAS
Accountancy firm EIN	2012-06-30	020458972
2011 : RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$5,290,345
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$785,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$775,399
Expenses. Certain deemed distributions of participant loans	2011-06-30	$9,717
Value of total corrective distributions	2011-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,204,565
Value of total assets at end of year	2011-06-30	$28,970,391
Value of total assets at beginning of year	2011-06-30	$24,465,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$379
Total interest from all sources	2011-06-30	$5,861
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$0
Amount contributed by the employer to the plan for this plan year	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$799,536
Participant contributions at end of year	2011-06-30	$121,035
Participant contributions at beginning of year	2011-06-30	$117,220
Assets. Other investments not covered elsewhere at end of year	2011-06-30	$2,630,628
Assets. Other investments not covered elsewhere at beginning of year	2011-06-30	$2,228,197
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$1,517
Administrative expenses (other) incurred	2011-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$4,504,850
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$28,970,391
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$24,465,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Interest on participant loans	2011-06-30	$5,861
Value of interest in common/collective trusts at end of year	2011-06-30	$25,815,216
Value of interest in common/collective trusts at beginning of year	2011-06-30	$21,725,149
Net investment gain or loss from common/collective trusts	2011-06-30	$4,079,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$403,512
Employer contributions (assets) at end of year	2011-06-30	$403,512
Employer contributions (assets) at beginning of year	2011-06-30	$394,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$775,399
Contract administrator fees	2011-06-30	$379
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MEDAGLIA & CO., INC CPAS
Accountancy firm EIN	2011-06-30	020458972
2010 : RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$0
Amount contributed by the employer to the plan for this plan year	2010-06-30	$0

Form 5500 Responses for RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN

2019: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: RACKEMANN SAWYER & BREWSTER, PC EE'S SVGS & PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RACKEMANN, SAWYER & BREWSTER PC
Employer identification number (EIN):	042645491
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2021-07-01
004	2020-07-01
004	2019-07-01	MATTHEW J. LEONARD	2021-04-08
004	2018-07-01	MARY ELLEN HAYES	2020-04-14
004	2017-07-01
004	2016-07-01	MARY ELLEN HAYES
004	2016-07-01
004	2015-07-01	MARY ELLEN HAYES
004	2014-07-01	MARY ELLEN HAYES
004	2013-07-01	MARY SCHULZE
004	2012-07-01	MARY SCHULZE
004	2011-07-01	MARY SCHULZE
004	2009-07-01	MARY SCHULZE