401k Plan data: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST plan

GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	006

GOULSTON & STORRS ASSOCIATES' 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GOULSTON & STORRS PC has sponsored the creation of one or more 401k plans.

Company Name: GOULSTON & STORRS PC

Employer identification number (EIN): 042738098

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2022-04-01
006 2021-04-01
006 2020-04-01
006 2019-04-01
006 2018-04-01
006 2017-04-01 KEVIN SMITH
006 2016-04-01 KEVIN SMITH
006 2015-04-01 KEVIN SMITH
006 2014-04-01 KEVIN SMITH
006 2013-04-01 KEVIN SMITH
006 2012-04-01 KEVIN SMITH
006 2011-04-01 KEVIN SMITH
006 2009-04-01 KEVIN SMITH
006 2009-04-01 KEVIN SMITH

Plan Statistics for GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-04-01 149
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 112
Number of retired or separated participants receiving benefits 2022-04-01 0
Number of other retired or separated participants entitled to future benefits 2022-04-01 48
Total of all active and inactive participants 2022-04-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 0
Total participants 2022-04-01 160
Number of participants with account balances 2022-04-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 0
2021: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-04-01 147
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 101
Number of retired or separated participants receiving benefits 2021-04-01 2
Number of other retired or separated participants entitled to future benefits 2021-04-01 46
Total of all active and inactive participants 2021-04-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 149
Number of participants with account balances 2021-04-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 0
2020: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-04-01 141
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 100
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 47
Total of all active and inactive participants 2020-04-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 147
Number of participants with account balances 2020-04-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 0
2019: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-04-01 130
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 94
Number of retired or separated participants receiving benefits 2019-04-01 0
Number of other retired or separated participants entitled to future benefits 2019-04-01 47
Total of all active and inactive participants 2019-04-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 141
Number of participants with account balances 2019-04-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 0
2018: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-04-01 123
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 85
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 45
Total of all active and inactive participants 2018-04-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 130
Number of participants with account balances 2018-04-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 0
2017: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-04-01 125
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 83
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 40
Total of all active and inactive participants 2017-04-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 123
Number of participants with account balances 2017-04-01 0
2016: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-04-01 125
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 81
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 44
Total of all active and inactive participants 2016-04-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 125
Number of participants with account balances 2016-04-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0
2015: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-04-01 117
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 72
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 53
Total of all active and inactive participants 2015-04-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 125
Number of participants with account balances 2015-04-01 115
2014: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-04-01 118
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 73
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 44
Total of all active and inactive participants 2014-04-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 117
Number of participants with account balances 2014-04-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 0
2013: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-04-01 116
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 73
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 45
Total of all active and inactive participants 2013-04-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 118
Number of participants with account balances 2013-04-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-04-01 118
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 68
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 47
Total of all active and inactive participants 2012-04-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 115
Number of participants with account balances 2012-04-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2011: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-04-01 114
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 69
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 48
Total of all active and inactive participants 2011-04-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 117
Number of participants with account balances 2011-04-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2009: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-04-01 109
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 52
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 50
Total of all active and inactive participants 2009-04-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 102
Number of participants with account balances 2009-04-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2022: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-04-01	149
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	112
Number of retired or separated participants receiving benefits	2022-04-01	0
Number of other retired or separated participants entitled to future benefits	2022-04-01	48
Total of all active and inactive participants	2022-04-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	0
Total participants	2022-04-01	160
Number of participants with account balances	2022-04-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	0
2021: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-04-01	147
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	101
Number of retired or separated participants receiving benefits	2021-04-01	2
Number of other retired or separated participants entitled to future benefits	2021-04-01	46
Total of all active and inactive participants	2021-04-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	149
Number of participants with account balances	2021-04-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	0
2020: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-04-01	141
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	100
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	47
Total of all active and inactive participants	2020-04-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	147
Number of participants with account balances	2020-04-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	0
2019: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-04-01	130
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	94
Number of retired or separated participants receiving benefits	2019-04-01	0
Number of other retired or separated participants entitled to future benefits	2019-04-01	47
Total of all active and inactive participants	2019-04-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	141
Number of participants with account balances	2019-04-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	0
2018: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-04-01	123
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	85
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	45
Total of all active and inactive participants	2018-04-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	130
Number of participants with account balances	2018-04-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	0
2017: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-04-01	125
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	83
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	40
Total of all active and inactive participants	2017-04-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	123
Number of participants with account balances	2017-04-01	0
2016: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-04-01	125
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	81
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	44
Total of all active and inactive participants	2016-04-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	125
Number of participants with account balances	2016-04-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0
2015: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-04-01	117
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	72
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	53
Total of all active and inactive participants	2015-04-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	125
Number of participants with account balances	2015-04-01	115
2014: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-04-01	118
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	73
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	44
Total of all active and inactive participants	2014-04-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	117
Number of participants with account balances	2014-04-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	0
2013: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-04-01	116
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	73
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	45
Total of all active and inactive participants	2013-04-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	118
Number of participants with account balances	2013-04-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-04-01	118
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	68
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	47
Total of all active and inactive participants	2012-04-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	115
Number of participants with account balances	2012-04-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2011: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-04-01	114
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	69
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	48
Total of all active and inactive participants	2011-04-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	117
Number of participants with account balances	2011-04-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2009: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-04-01	109
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	52
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	50
Total of all active and inactive participants	2009-04-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	102
Number of participants with account balances	2009-04-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-03-31	$0
Total unrealized appreciation/depreciation of assets	2023-03-31	$0
Total transfer of assets from this plan	2023-03-31	$3,397,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-31	$0
Expenses. Interest paid	2023-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-03-31	$0
Total income from all sources (including contributions)	2023-03-31	$1,364,773
Total loss/gain on sale of assets	2023-03-31	$0
Total of all expenses incurred	2023-03-31	$120,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-03-31	$83,985
Expenses. Certain deemed distributions of participant loans	2023-03-31	$0
Value of total corrective distributions	2023-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-03-31	$2,437,506
Value of total assets at end of year	2023-03-31	$17,257,993
Value of total assets at beginning of year	2023-03-31	$19,411,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-03-31	$36,608
Total income from rents	2023-03-31	$0
Total interest from all sources	2023-03-31	$5,190
Total dividends received (eg from common stock, registered investment company shares)	2023-03-31	$628,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-03-31	$628,193
Assets. Real estate other than employer real property at end of year	2023-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-03-31	$0
Administrative expenses professional fees incurred	2023-03-31	$29,700
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-03-31	$0
Was this plan covered by a fidelity bond	2023-03-31	Yes
Value of fidelity bond cover	2023-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2023-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-03-31	No
Contributions received from participants	2023-03-31	$2,206,964
Participant contributions at end of year	2023-03-31	$86,910
Participant contributions at beginning of year	2023-03-31	$71,931
Participant contributions at end of year	2023-03-31	$0
Participant contributions at beginning of year	2023-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-03-31	$230,542
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-03-31	$0
Assets. Loans (other than to participants) at end of year	2023-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-03-31	$0
Other income not declared elsewhere	2023-03-31	$9,765
Administrative expenses (other) incurred	2023-03-31	$0
Liabilities. Value of operating payables at end of year	2023-03-31	$0
Liabilities. Value of operating payables at beginning of year	2023-03-31	$0
Total non interest bearing cash at end of year	2023-03-31	$0
Total non interest bearing cash at beginning of year	2023-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-03-31	No
Income. Non cash contributions	2023-03-31	$0
Value of net income/loss	2023-03-31	$1,244,180
Value of net assets at end of year (total assets less liabilities)	2023-03-31	$17,257,993
Value of net assets at beginning of year (total assets less liabilities)	2023-03-31	$19,411,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-03-31	No
Were any leases to which the plan was party in default or uncollectible	2023-03-31	No
Assets. partnership/joint venture interests at end of year	2023-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-03-31	$0
Investment advisory and management fees	2023-03-31	$6,855
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-03-31	$16,681,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-03-31	$18,966,971
Value of interest in pooled separate accounts at end of year	2023-03-31	$489,391
Value of interest in pooled separate accounts at beginning of year	2023-03-31	$372,753
Interest on participant loans	2023-03-31	$5,190
Income. Interest from loans (other than to participants)	2023-03-31	$0
Interest earned on other investments	2023-03-31	$0
Income. Interest from US Government securities	2023-03-31	$0
Income. Interest from corporate debt instruments	2023-03-31	$0
Value of interest in master investment trust accounts at end of year	2023-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-03-31	$0
Value of interest in common/collective trusts at end of year	2023-03-31	$0
Value of interest in common/collective trusts at beginning of year	2023-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-03-31	$0
Asset value of US Government securities at end of year	2023-03-31	$0
Asset value of US Government securities at beginning of year	2023-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-03-31	$-1,728,377
Net investment gain/loss from pooled separate accounts	2023-03-31	$12,496
Net investment gain or loss from common/collective trusts	2023-03-31	$0
Net gain/loss from 103.12 investment entities	2023-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-03-31	No
Was there a failure to transmit to the plan any participant contributions	2023-03-31	No
Has the plan failed to provide any benefit when due under the plan	2023-03-31	No
Assets. Invements in employer securities at end of year	2023-03-31	$0
Assets. Invements in employer securities at beginning of year	2023-03-31	$0
Assets. Value of employer real property at end of year	2023-03-31	$0
Assets. Value of employer real property at beginning of year	2023-03-31	$0
Contributions received in cash from employer	2023-03-31	$0
Employer contributions (assets) at end of year	2023-03-31	$0
Employer contributions (assets) at beginning of year	2023-03-31	$0
Income. Dividends from preferred stock	2023-03-31	$0
Income. Dividends from common stock	2023-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-03-31	$83,985
Asset. Corporate debt instrument preferred debt at end of year	2023-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-03-31	$0
Contract administrator fees	2023-03-31	$53
Assets. Corporate common stocks other than exployer securities at end of year	2023-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-03-31	$0
Did the plan have assets held for investment	2023-03-31	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	2023-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-03-31	No
Aggregate proceeds on sale of assets	2023-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-03-31	$0
Opinion of an independent qualified public accountant for this plan	2023-03-31	Unqualified
Accountancy firm name	2023-03-31	PRICE WATERHOUSE COOPERS LLP
Accountancy firm EIN	2023-03-31	134008324
2022 : GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-03-31	$0
Total unrealized appreciation/depreciation of assets	2022-03-31	$0
Total transfer of assets from this plan	2022-03-31	$1,126,228
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Expenses. Interest paid	2022-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-03-31	$0
Total income from all sources (including contributions)	2022-03-31	$3,332,938
Total loss/gain on sale of assets	2022-03-31	$0
Total of all expenses incurred	2022-03-31	$1,432,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-03-31	$1,424,266
Expenses. Certain deemed distributions of participant loans	2022-03-31	$0
Value of total corrective distributions	2022-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-03-31	$2,442,815
Value of total assets at end of year	2022-03-31	$19,411,655
Value of total assets at beginning of year	2022-03-31	$18,637,795
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-03-31	$8,584
Total income from rents	2022-03-31	$0
Total interest from all sources	2022-03-31	$4,101
Total dividends received (eg from common stock, registered investment company shares)	2022-03-31	$1,163,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-03-31	$1,163,327
Assets. Real estate other than employer real property at end of year	2022-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-03-31	$0
Administrative expenses professional fees incurred	2022-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-03-31	$0
Was this plan covered by a fidelity bond	2022-03-31	Yes
Value of fidelity bond cover	2022-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2022-03-31	No
Contributions received from participants	2022-03-31	$2,004,691
Participant contributions at end of year	2022-03-31	$71,931
Participant contributions at beginning of year	2022-03-31	$69,158
Participant contributions at end of year	2022-03-31	$0
Participant contributions at beginning of year	2022-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-03-31	$438,124
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-03-31	$0
Assets. Loans (other than to participants) at end of year	2022-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-03-31	$0
Other income not declared elsewhere	2022-03-31	$15,135
Administrative expenses (other) incurred	2022-03-31	$235
Liabilities. Value of operating payables at end of year	2022-03-31	$0
Liabilities. Value of operating payables at beginning of year	2022-03-31	$0
Total non interest bearing cash at end of year	2022-03-31	$0
Total non interest bearing cash at beginning of year	2022-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-03-31	No
Income. Non cash contributions	2022-03-31	$0
Value of net income/loss	2022-03-31	$1,900,088
Value of net assets at end of year (total assets less liabilities)	2022-03-31	$19,411,655
Value of net assets at beginning of year (total assets less liabilities)	2022-03-31	$18,637,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-03-31	No
Were any leases to which the plan was party in default or uncollectible	2022-03-31	No
Assets. partnership/joint venture interests at end of year	2022-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-03-31	$0
Investment advisory and management fees	2022-03-31	$7,649
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-03-31	$18,966,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-03-31	$18,203,917
Value of interest in pooled separate accounts at end of year	2022-03-31	$372,753
Value of interest in pooled separate accounts at beginning of year	2022-03-31	$364,720
Interest on participant loans	2022-03-31	$4,101
Income. Interest from loans (other than to participants)	2022-03-31	$0
Interest earned on other investments	2022-03-31	$0
Income. Interest from US Government securities	2022-03-31	$0
Income. Interest from corporate debt instruments	2022-03-31	$0
Value of interest in master investment trust accounts at end of year	2022-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-03-31	$0
Value of interest in common/collective trusts at end of year	2022-03-31	$0
Value of interest in common/collective trusts at beginning of year	2022-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-03-31	$0
Asset value of US Government securities at end of year	2022-03-31	$0
Asset value of US Government securities at beginning of year	2022-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-03-31	$-299,331
Net investment gain/loss from pooled separate accounts	2022-03-31	$6,891
Net investment gain or loss from common/collective trusts	2022-03-31	$0
Net gain/loss from 103.12 investment entities	2022-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-03-31	No
Was there a failure to transmit to the plan any participant contributions	2022-03-31	No
Has the plan failed to provide any benefit when due under the plan	2022-03-31	No
Assets. Invements in employer securities at end of year	2022-03-31	$0
Assets. Invements in employer securities at beginning of year	2022-03-31	$0
Assets. Value of employer real property at end of year	2022-03-31	$0
Assets. Value of employer real property at beginning of year	2022-03-31	$0
Contributions received in cash from employer	2022-03-31	$0
Employer contributions (assets) at end of year	2022-03-31	$0
Employer contributions (assets) at beginning of year	2022-03-31	$0
Income. Dividends from preferred stock	2022-03-31	$0
Income. Dividends from common stock	2022-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-03-31	$1,424,266
Asset. Corporate debt instrument preferred debt at end of year	2022-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-03-31	$0
Contract administrator fees	2022-03-31	$700
Assets. Corporate common stocks other than exployer securities at end of year	2022-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-03-31	$0
Did the plan have assets held for investment	2022-03-31	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	2022-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-03-31	No
Aggregate proceeds on sale of assets	2022-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-03-31	$0
Opinion of an independent qualified public accountant for this plan	2022-03-31	Unqualified
Accountancy firm name	2022-03-31	PRICE WATERHOUSE COOPERS LLP
Accountancy firm EIN	2022-03-31	134008324
2021 : GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-03-31	$0
Total unrealized appreciation/depreciation of assets	2021-03-31	$0
Total transfer of assets from this plan	2021-03-31	$1,356,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-03-31	$0
Expenses. Interest paid	2021-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-03-31	$0
Total income from all sources (including contributions)	2021-03-31	$8,048,433
Total loss/gain on sale of assets	2021-03-31	$0
Total of all expenses incurred	2021-03-31	$358,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-03-31	$351,343
Expenses. Certain deemed distributions of participant loans	2021-03-31	$0
Value of total corrective distributions	2021-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-03-31	$1,886,416
Value of total assets at end of year	2021-03-31	$18,637,795
Value of total assets at beginning of year	2021-03-31	$12,304,549
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-03-31	$7,306
Total income from rents	2021-03-31	$0
Total interest from all sources	2021-03-31	$8,297
Total dividends received (eg from common stock, registered investment company shares)	2021-03-31	$648,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-03-31	$648,281
Assets. Real estate other than employer real property at end of year	2021-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-03-31	$0
Administrative expenses professional fees incurred	2021-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-03-31	$0
Was this plan covered by a fidelity bond	2021-03-31	Yes
Value of fidelity bond cover	2021-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-03-31	No
Contributions received from participants	2021-03-31	$1,863,835
Participant contributions at end of year	2021-03-31	$69,158
Participant contributions at beginning of year	2021-03-31	$184,661
Participant contributions at end of year	2021-03-31	$0
Participant contributions at beginning of year	2021-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-03-31	$22,581
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-03-31	$0
Assets. Loans (other than to participants) at end of year	2021-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-03-31	$0
Other income not declared elsewhere	2021-03-31	$11,488
Administrative expenses (other) incurred	2021-03-31	$0
Liabilities. Value of operating payables at end of year	2021-03-31	$0
Liabilities. Value of operating payables at beginning of year	2021-03-31	$0
Total non interest bearing cash at end of year	2021-03-31	$0
Total non interest bearing cash at beginning of year	2021-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-03-31	No
Income. Non cash contributions	2021-03-31	$0
Value of net income/loss	2021-03-31	$7,689,784
Value of net assets at end of year (total assets less liabilities)	2021-03-31	$18,637,795
Value of net assets at beginning of year (total assets less liabilities)	2021-03-31	$12,304,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-03-31	No
Were any leases to which the plan was party in default or uncollectible	2021-03-31	No
Assets. partnership/joint venture interests at end of year	2021-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-03-31	$0
Investment advisory and management fees	2021-03-31	$6,956
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-03-31	$18,203,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-03-31	$11,775,766
Value of interest in pooled separate accounts at end of year	2021-03-31	$364,720
Value of interest in pooled separate accounts at beginning of year	2021-03-31	$344,122
Interest on participant loans	2021-03-31	$8,297
Income. Interest from loans (other than to participants)	2021-03-31	$0
Interest earned on other investments	2021-03-31	$0
Income. Interest from US Government securities	2021-03-31	$0
Income. Interest from corporate debt instruments	2021-03-31	$0
Value of interest in master investment trust accounts at end of year	2021-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-03-31	$0
Value of interest in common/collective trusts at end of year	2021-03-31	$0
Value of interest in common/collective trusts at beginning of year	2021-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-03-31	$0
Asset value of US Government securities at end of year	2021-03-31	$0
Asset value of US Government securities at beginning of year	2021-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-03-31	$5,486,296
Net investment gain/loss from pooled separate accounts	2021-03-31	$7,655
Net investment gain or loss from common/collective trusts	2021-03-31	$0
Net gain/loss from 103.12 investment entities	2021-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-03-31	No
Was there a failure to transmit to the plan any participant contributions	2021-03-31	No
Has the plan failed to provide any benefit when due under the plan	2021-03-31	No
Assets. Invements in employer securities at end of year	2021-03-31	$0
Assets. Invements in employer securities at beginning of year	2021-03-31	$0
Assets. Value of employer real property at end of year	2021-03-31	$0
Assets. Value of employer real property at beginning of year	2021-03-31	$0
Contributions received in cash from employer	2021-03-31	$0
Employer contributions (assets) at end of year	2021-03-31	$0
Employer contributions (assets) at beginning of year	2021-03-31	$0
Income. Dividends from preferred stock	2021-03-31	$0
Income. Dividends from common stock	2021-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-03-31	$351,343
Asset. Corporate debt instrument preferred debt at end of year	2021-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-03-31	$0
Contract administrator fees	2021-03-31	$350
Assets. Corporate common stocks other than exployer securities at end of year	2021-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-03-31	$0
Did the plan have assets held for investment	2021-03-31	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	2021-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-03-31	No
Aggregate proceeds on sale of assets	2021-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-03-31	$0
Opinion of an independent qualified public accountant for this plan	2021-03-31	Disclaimer
Accountancy firm name	2021-03-31	PRICE WATERHOUSE COOPERS LLC
Accountancy firm EIN	2021-03-31	134008324
2020 : GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-03-31	$0
Total unrealized appreciation/depreciation of assets	2020-03-31	$0
Total transfer of assets from this plan	2020-03-31	$190,130
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-03-31	$0
Expenses. Interest paid	2020-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-03-31	$0
Total income from all sources (including contributions)	2020-03-31	$504,009
Total loss/gain on sale of assets	2020-03-31	$0
Total of all expenses incurred	2020-03-31	$692,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-03-31	$678,063
Expenses. Certain deemed distributions of participant loans	2020-03-31	$0
Value of total corrective distributions	2020-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-03-31	$1,840,538
Value of total assets at end of year	2020-03-31	$12,304,549
Value of total assets at beginning of year	2020-03-31	$12,683,305
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-03-31	$14,572
Total income from rents	2020-03-31	$0
Total interest from all sources	2020-03-31	$10,697
Total dividends received (eg from common stock, registered investment company shares)	2020-03-31	$660,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-03-31	$660,805
Assets. Real estate other than employer real property at end of year	2020-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-03-31	$0
Administrative expenses professional fees incurred	2020-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-03-31	$0
Was this plan covered by a fidelity bond	2020-03-31	Yes
Value of fidelity bond cover	2020-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-03-31	No
Contributions received from participants	2020-03-31	$1,648,881
Participant contributions at end of year	2020-03-31	$184,661
Participant contributions at beginning of year	2020-03-31	$49,176
Participant contributions at end of year	2020-03-31	$0
Participant contributions at beginning of year	2020-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-03-31	$191,657
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-03-31	$0
Assets. Loans (other than to participants) at end of year	2020-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-03-31	$0
Other income not declared elsewhere	2020-03-31	$17,416
Administrative expenses (other) incurred	2020-03-31	$0
Liabilities. Value of operating payables at end of year	2020-03-31	$0
Liabilities. Value of operating payables at beginning of year	2020-03-31	$0
Total non interest bearing cash at end of year	2020-03-31	$0
Total non interest bearing cash at beginning of year	2020-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-03-31	No
Income. Non cash contributions	2020-03-31	$0
Value of net income/loss	2020-03-31	$-188,626
Value of net assets at end of year (total assets less liabilities)	2020-03-31	$12,304,549
Value of net assets at beginning of year (total assets less liabilities)	2020-03-31	$12,683,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-03-31	No
Were any leases to which the plan was party in default or uncollectible	2020-03-31	No
Assets. partnership/joint venture interests at end of year	2020-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-03-31	$0
Investment advisory and management fees	2020-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-03-31	$11,775,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-03-31	$12,296,443
Value of interest in pooled separate accounts at end of year	2020-03-31	$344,122
Value of interest in pooled separate accounts at beginning of year	2020-03-31	$337,686
Interest on participant loans	2020-03-31	$10,697
Income. Interest from loans (other than to participants)	2020-03-31	$0
Interest earned on other investments	2020-03-31	$0
Income. Interest from US Government securities	2020-03-31	$0
Income. Interest from corporate debt instruments	2020-03-31	$0
Value of interest in master investment trust accounts at end of year	2020-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-03-31	$0
Value of interest in common/collective trusts at end of year	2020-03-31	$0
Value of interest in common/collective trusts at beginning of year	2020-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2020-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-03-31	$0
Asset value of US Government securities at end of year	2020-03-31	$0
Asset value of US Government securities at beginning of year	2020-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-03-31	$-2,033,898
Net investment gain/loss from pooled separate accounts	2020-03-31	$0
Net investment gain or loss from common/collective trusts	2020-03-31	$8,451
Net gain/loss from 103.12 investment entities	2020-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-03-31	No
Was there a failure to transmit to the plan any participant contributions	2020-03-31	No
Has the plan failed to provide any benefit when due under the plan	2020-03-31	No
Assets. Invements in employer securities at end of year	2020-03-31	$0
Assets. Invements in employer securities at beginning of year	2020-03-31	$0
Assets. Value of employer real property at end of year	2020-03-31	$0
Assets. Value of employer real property at beginning of year	2020-03-31	$0
Contributions received in cash from employer	2020-03-31	$0
Employer contributions (assets) at end of year	2020-03-31	$0
Employer contributions (assets) at beginning of year	2020-03-31	$0
Income. Dividends from preferred stock	2020-03-31	$0
Income. Dividends from common stock	2020-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-03-31	$678,063
Asset. Corporate debt instrument preferred debt at end of year	2020-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-03-31	$0
Contract administrator fees	2020-03-31	$14,572
Assets. Corporate common stocks other than exployer securities at end of year	2020-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-03-31	$0
Did the plan have assets held for investment	2020-03-31	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	2020-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-03-31	No
Aggregate proceeds on sale of assets	2020-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-03-31	Disclaimer
Accountancy firm name	2020-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2020-03-31	431947695
2019 : GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-03-31	$0
Total unrealized appreciation/depreciation of assets	2019-03-31	$0
Total transfer of assets from this plan	2019-03-31	$947,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$0
Expenses. Interest paid	2019-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-03-31	$0
Total income from all sources (including contributions)	2019-03-31	$2,827,419
Total loss/gain on sale of assets	2019-03-31	$0
Total of all expenses incurred	2019-03-31	$732,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-03-31	$718,738
Expenses. Certain deemed distributions of participant loans	2019-03-31	$0
Value of total corrective distributions	2019-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-03-31	$2,252,448
Value of total assets at end of year	2019-03-31	$12,683,305
Value of total assets at beginning of year	2019-03-31	$11,535,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-03-31	$13,432
Total income from rents	2019-03-31	$0
Total interest from all sources	2019-03-31	$3,091
Total dividends received (eg from common stock, registered investment company shares)	2019-03-31	$678,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-03-31	$678,449
Assets. Real estate other than employer real property at end of year	2019-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-03-31	$0
Administrative expenses professional fees incurred	2019-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-03-31	$0
Was this plan covered by a fidelity bond	2019-03-31	Yes
Value of fidelity bond cover	2019-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-03-31	No
Contributions received from participants	2019-03-31	$1,632,026
Participant contributions at end of year	2019-03-31	$49,176
Participant contributions at beginning of year	2019-03-31	$63,028
Participant contributions at end of year	2019-03-31	$0
Participant contributions at beginning of year	2019-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-03-31	$620,422
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-03-31	$0
Assets. Loans (other than to participants) at end of year	2019-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-03-31	$0
Other income not declared elsewhere	2019-03-31	$13,432
Administrative expenses (other) incurred	2019-03-31	$0
Liabilities. Value of operating payables at end of year	2019-03-31	$0
Liabilities. Value of operating payables at beginning of year	2019-03-31	$0
Total non interest bearing cash at end of year	2019-03-31	$0
Total non interest bearing cash at beginning of year	2019-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-31	No
Income. Non cash contributions	2019-03-31	$0
Value of net income/loss	2019-03-31	$2,095,249
Value of net assets at end of year (total assets less liabilities)	2019-03-31	$12,683,305
Value of net assets at beginning of year (total assets less liabilities)	2019-03-31	$11,535,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-03-31	No
Were any leases to which the plan was party in default or uncollectible	2019-03-31	No
Assets. partnership/joint venture interests at end of year	2019-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-03-31	$0
Investment advisory and management fees	2019-03-31	$13,432
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-03-31	$12,296,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-03-31	$11,450,118
Value of interest in pooled separate accounts at end of year	2019-03-31	$337,686
Value of interest in pooled separate accounts at beginning of year	2019-03-31	$22,240
Interest on participant loans	2019-03-31	$3,091
Income. Interest from loans (other than to participants)	2019-03-31	$0
Interest earned on other investments	2019-03-31	$0
Income. Interest from US Government securities	2019-03-31	$0
Income. Interest from corporate debt instruments	2019-03-31	$0
Value of interest in master investment trust accounts at end of year	2019-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-03-31	$0
Value of interest in common/collective trusts at end of year	2019-03-31	$0
Value of interest in common/collective trusts at beginning of year	2019-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2019-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-03-31	$0
Asset value of US Government securities at end of year	2019-03-31	$0
Asset value of US Government securities at beginning of year	2019-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-03-31	$-120,001
Net investment gain/loss from pooled separate accounts	2019-03-31	$0
Net investment gain or loss from common/collective trusts	2019-03-31	$0
Net gain/loss from 103.12 investment entities	2019-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-03-31	No
Was there a failure to transmit to the plan any participant contributions	2019-03-31	No
Has the plan failed to provide any benefit when due under the plan	2019-03-31	No
Assets. Invements in employer securities at end of year	2019-03-31	$0
Assets. Invements in employer securities at beginning of year	2019-03-31	$0
Assets. Value of employer real property at end of year	2019-03-31	$0
Assets. Value of employer real property at beginning of year	2019-03-31	$0
Contributions received in cash from employer	2019-03-31	$0
Employer contributions (assets) at end of year	2019-03-31	$0
Employer contributions (assets) at beginning of year	2019-03-31	$0
Income. Dividends from preferred stock	2019-03-31	$0
Income. Dividends from common stock	2019-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-03-31	$718,738
Asset. Corporate debt instrument preferred debt at end of year	2019-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-03-31	$0
Contract administrator fees	2019-03-31	$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	2019-03-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-03-31	$0
Did the plan have assets held for investment	2019-03-31	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	2019-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-03-31	No
Aggregate proceeds on sale of assets	2019-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-03-31	Disclaimer
Accountancy firm name	2019-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2019-03-31	431947695
2018 : GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-03-31	$0
Total unrealized appreciation/depreciation of assets	2018-03-31	$0
Total transfer of assets from this plan	2018-03-31	$780,540
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$0
Expenses. Interest paid	2018-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-03-31	$0
Total income from all sources (including contributions)	2018-03-31	$3,273,001
Total loss/gain on sale of assets	2018-03-31	$0
Total of all expenses incurred	2018-03-31	$583,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-03-31	$571,510
Expenses. Certain deemed distributions of participant loans	2018-03-31	$0
Value of total corrective distributions	2018-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-03-31	$1,893,714
Value of total assets at end of year	2018-03-31	$11,535,386
Value of total assets at beginning of year	2018-03-31	$9,626,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-03-31	$12,154
Total income from rents	2018-03-31	$0
Total interest from all sources	2018-03-31	$1,405
Total dividends received (eg from common stock, registered investment company shares)	2018-03-31	$527,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-03-31	$527,293
Assets. Real estate other than employer real property at end of year	2018-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-03-31	$0
Administrative expenses professional fees incurred	2018-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-03-31	$0
Was this plan covered by a fidelity bond	2018-03-31	Yes
Value of fidelity bond cover	2018-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-03-31	No
Contributions received from participants	2018-03-31	$1,330,795
Participant contributions at end of year	2018-03-31	$63,028
Participant contributions at beginning of year	2018-03-31	$48,382
Participant contributions at end of year	2018-03-31	$0
Participant contributions at beginning of year	2018-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-03-31	$562,919
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-03-31	$0
Assets. Loans (other than to participants) at end of year	2018-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-03-31	$0
Other income not declared elsewhere	2018-03-31	$10,033
Administrative expenses (other) incurred	2018-03-31	$6,330
Total non interest bearing cash at end of year	2018-03-31	$0
Total non interest bearing cash at beginning of year	2018-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-03-31	No
Income. Non cash contributions	2018-03-31	$0
Value of net income/loss	2018-03-31	$2,689,337
Value of net assets at end of year (total assets less liabilities)	2018-03-31	$11,535,386
Value of net assets at beginning of year (total assets less liabilities)	2018-03-31	$9,626,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-03-31	No
Were any leases to which the plan was party in default or uncollectible	2018-03-31	No
Assets. partnership/joint venture interests at end of year	2018-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-03-31	$0
Investment advisory and management fees	2018-03-31	$5,824
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-03-31	$11,450,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-03-31	$9,572,640
Value of interest in pooled separate accounts at end of year	2018-03-31	$22,240
Value of interest in pooled separate accounts at beginning of year	2018-03-31	$5,567
Interest on participant loans	2018-03-31	$1,405
Income. Interest from loans (other than to participants)	2018-03-31	$0
Interest earned on other investments	2018-03-31	$0
Income. Interest from US Government securities	2018-03-31	$0
Income. Interest from corporate debt instruments	2018-03-31	$0
Value of interest in master investment trust accounts at end of year	2018-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-03-31	$0
Value of interest in common/collective trusts at end of year	2018-03-31	$0
Value of interest in common/collective trusts at beginning of year	2018-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2018-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-03-31	$0
Asset value of US Government securities at end of year	2018-03-31	$0
Asset value of US Government securities at beginning of year	2018-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-03-31	$840,402
Net investment gain/loss from pooled separate accounts	2018-03-31	$0
Net investment gain or loss from common/collective trusts	2018-03-31	$154
Net gain/loss from 103.12 investment entities	2018-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-03-31	No
Was there a failure to transmit to the plan any participant contributions	2018-03-31	No
Has the plan failed to provide any benefit when due under the plan	2018-03-31	No
Assets. Invements in employer securities at end of year	2018-03-31	$0
Assets. Invements in employer securities at beginning of year	2018-03-31	$0
Assets. Value of employer real property at end of year	2018-03-31	$0
Assets. Value of employer real property at beginning of year	2018-03-31	$0
Contributions received in cash from employer	2018-03-31	$0
Employer contributions (assets) at end of year	2018-03-31	$0
Employer contributions (assets) at beginning of year	2018-03-31	$0
Income. Dividends from preferred stock	2018-03-31	$0
Income. Dividends from common stock	2018-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-03-31	$571,510
Asset. Corporate debt instrument preferred debt at end of year	2018-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-03-31	$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	2018-03-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2018-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-03-31	$0
Did the plan have assets held for investment	2018-03-31	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	2018-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-03-31	No
Aggregate proceeds on sale of assets	2018-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2018-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-03-31	Disclaimer
Accountancy firm name	2018-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2018-03-31	431947695
2017 : GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-03-31	$0
Total unrealized appreciation/depreciation of assets	2017-03-31	$0
Total transfer of assets from this plan	2017-03-31	$656,091
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Expenses. Interest paid	2017-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-03-31	$0
Total income from all sources (including contributions)	2017-03-31	$2,838,057
Total loss/gain on sale of assets	2017-03-31	$0
Total of all expenses incurred	2017-03-31	$443,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-03-31	$403,870
Expenses. Certain deemed distributions of participant loans	2017-03-31	$31,473
Value of total corrective distributions	2017-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-03-31	$1,529,036
Value of total assets at end of year	2017-03-31	$9,626,589
Value of total assets at beginning of year	2017-03-31	$7,887,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-03-31	$7,850
Total income from rents	2017-03-31	$0
Total interest from all sources	2017-03-31	$1,974
Total dividends received (eg from common stock, registered investment company shares)	2017-03-31	$343,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-03-31	$343,845
Assets. Real estate other than employer real property at end of year	2017-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-03-31	$0
Administrative expenses professional fees incurred	2017-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-03-31	$0
Was this plan covered by a fidelity bond	2017-03-31	Yes
Value of fidelity bond cover	2017-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-03-31	No
Contributions received from participants	2017-03-31	$1,283,423
Participant contributions at end of year	2017-03-31	$48,382
Participant contributions at beginning of year	2017-03-31	$33,387
Participant contributions at end of year	2017-03-31	$0
Participant contributions at beginning of year	2017-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-03-31	$245,613
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-03-31	$0
Assets. Loans (other than to participants) at end of year	2017-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-03-31	$0
Other income not declared elsewhere	2017-03-31	$6,917
Administrative expenses (other) incurred	2017-03-31	$2,529
Total non interest bearing cash at end of year	2017-03-31	$0
Total non interest bearing cash at beginning of year	2017-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-31	No
Income. Non cash contributions	2017-03-31	$0
Value of net income/loss	2017-03-31	$2,394,864
Value of net assets at end of year (total assets less liabilities)	2017-03-31	$9,626,589
Value of net assets at beginning of year (total assets less liabilities)	2017-03-31	$7,887,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-03-31	No
Were any leases to which the plan was party in default or uncollectible	2017-03-31	No
Assets. partnership/joint venture interests at end of year	2017-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-03-31	$0
Investment advisory and management fees	2017-03-31	$5,321
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-03-31	$9,572,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-03-31	$7,842,019
Value of interest in pooled separate accounts at end of year	2017-03-31	$5,567
Value of interest in pooled separate accounts at beginning of year	2017-03-31	$12,410
Interest on participant loans	2017-03-31	$1,974
Income. Interest from loans (other than to participants)	2017-03-31	$0
Interest earned on other investments	2017-03-31	$0
Income. Interest from US Government securities	2017-03-31	$0
Income. Interest from corporate debt instruments	2017-03-31	$0
Value of interest in master investment trust accounts at end of year	2017-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2017-03-31	$0
Value of interest in common/collective trusts at end of year	2017-03-31	$0
Value of interest in common/collective trusts at beginning of year	2017-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2017-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-03-31	$0
Asset value of US Government securities at end of year	2017-03-31	$0
Asset value of US Government securities at beginning of year	2017-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-03-31	$956,083
Net investment gain/loss from pooled separate accounts	2017-03-31	$202
Net investment gain or loss from common/collective trusts	2017-03-31	$0
Net gain/loss from 103.12 investment entities	2017-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-03-31	No
Was there a failure to transmit to the plan any participant contributions	2017-03-31	No
Has the plan failed to provide any benefit when due under the plan	2017-03-31	No
Assets. Invements in employer securities at end of year	2017-03-31	$0
Assets. Invements in employer securities at beginning of year	2017-03-31	$0
Assets. Value of employer real property at end of year	2017-03-31	$0
Assets. Value of employer real property at beginning of year	2017-03-31	$0
Contributions received in cash from employer	2017-03-31	$0
Employer contributions (assets) at end of year	2017-03-31	$0
Employer contributions (assets) at beginning of year	2017-03-31	$0
Income. Dividends from preferred stock	2017-03-31	$0
Income. Dividends from common stock	2017-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-03-31	$403,870
Asset. Corporate debt instrument preferred debt at end of year	2017-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-03-31	$0
Contract administrator fees	2017-03-31	$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	2017-03-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2017-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-03-31	$0
Did the plan have assets held for investment	2017-03-31	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	2017-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-03-31	No
Aggregate proceeds on sale of assets	2017-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2017-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-03-31	Disclaimer
Accountancy firm name	2017-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2017-03-31	431947695
2016 : GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-03-31	$-135,000
Total income from all sources	2016-03-31	$958,780
Expenses. Total of all expenses incurred	2016-03-31	$565,404
Benefits paid (including direct rollovers)	2016-03-31	$563,896
Total plan assets at end of year	2016-03-31	$7,887,816
Total plan assets at beginning of year	2016-03-31	$7,629,440
Value of fidelity bond covering the plan	2016-03-31	$5,000,000
Total contributions received or receivable from participants	2016-03-31	$1,026,319
Expenses. Other expenses not covered elsewhere	2016-03-31	$1,508
Contributions received from other sources (not participants or employers)	2016-03-31	$154,220
Other income received	2016-03-31	$-221,759
Net income (gross income less expenses)	2016-03-31	$393,376
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$7,887,816
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$7,629,440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-31	$0
2015 : GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-03-31	$-1,331,149
Total income from all sources	2015-03-31	$1,698,197
Expenses. Total of all expenses incurred	2015-03-31	$329,141
Benefits paid (including direct rollovers)	2015-03-31	$328,592
Total plan assets at end of year	2015-03-31	$7,629,440
Total plan assets at beginning of year	2015-03-31	$7,591,533
Value of fidelity bond covering the plan	2015-03-31	$500,000
Total contributions received or receivable from participants	2015-03-31	$893,923
Contributions received from other sources (not participants or employers)	2015-03-31	$194,884
Other income received	2015-03-31	$609,390
Net income (gross income less expenses)	2015-03-31	$1,369,056
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$7,629,440
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$7,591,533
Expenses. Administrative service providers (salaries,fees and commissions)	2015-03-31	$549
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-03-31	$0
2014 : GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-03-31	$-698,704
Total income from all sources	2014-03-31	$2,704,245
Expenses. Total of all expenses incurred	2014-03-31	$815,524
Benefits paid (including direct rollovers)	2014-03-31	$815,496
Total plan assets at end of year	2014-03-31	$7,591,533
Total plan assets at beginning of year	2014-03-31	$6,401,516
Value of fidelity bond covering the plan	2014-03-31	$500,000
Total contributions received or receivable from participants	2014-03-31	$890,329
Contributions received from other sources (not participants or employers)	2014-03-31	$585,559
Other income received	2014-03-31	$1,228,357
Net income (gross income less expenses)	2014-03-31	$1,888,721
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$7,591,533
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$6,401,516
Expenses. Administrative service providers (salaries,fees and commissions)	2014-03-31	$28
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
2013 : GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-03-31	$-240,360
Total income from all sources	2013-03-31	$1,620,641
Expenses. Total of all expenses incurred	2013-03-31	$501,026
Benefits paid (including direct rollovers)	2013-03-31	$501,023
Total plan assets at end of year	2013-03-31	$6,401,516
Total plan assets at beginning of year	2013-03-31	$5,522,261
Value of fidelity bond covering the plan	2013-03-31	$5,000,000
Total contributions received or receivable from participants	2013-03-31	$823,184
Other income received	2013-03-31	$797,457
Net income (gross income less expenses)	2013-03-31	$1,119,615
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$6,401,516
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$5,522,261
Expenses. Administrative service providers (salaries,fees and commissions)	2013-03-31	$3
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
2012 : GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-03-31	$-197,420
Total income from all sources	2012-03-31	$1,052,419
Expenses. Total of all expenses incurred	2012-03-31	$493,131
Benefits paid (including direct rollovers)	2012-03-31	$493,126
Total plan assets at end of year	2012-03-31	$5,522,261
Total plan assets at beginning of year	2012-03-31	$5,160,393
Value of fidelity bond covering the plan	2012-03-31	$5,000,000
Total contributions received or receivable from participants	2012-03-31	$839,051
Contributions received from other sources (not participants or employers)	2012-03-31	$42,296
Other income received	2012-03-31	$171,072
Net income (gross income less expenses)	2012-03-31	$559,288
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$5,522,261
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$5,160,393
Assets. Value of participant loans	2012-03-31	$100,642
Expenses. Administrative service providers (salaries,fees and commissions)	2012-03-31	$5
2011 : GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-03-31	$-152,349
Total income from all sources	2011-03-31	$1,347,281
Expenses. Total of all expenses incurred	2011-03-31	$272,362
Benefits paid (including direct rollovers)	2011-03-31	$272,357
Total plan assets at end of year	2011-03-31	$5,160,393
Total plan assets at beginning of year	2011-03-31	$4,237,823
Value of fidelity bond covering the plan	2011-03-31	$5,000,000
Total contributions received or receivable from participants	2011-03-31	$694,254
Contributions received from other sources (not participants or employers)	2011-03-31	$9,186
Other income received	2011-03-31	$643,841
Net income (gross income less expenses)	2011-03-31	$1,074,919
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$5,160,393
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$4,237,823
Total contributions received or receivable from employer(s)	2011-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-03-31	$5
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
2010 : GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0

Form 5500 Responses for GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST

2022: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Submission has been amended	No
2022-04-01	This submission is the final filing	No
2022-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Insurance	Yes
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement – Insurance	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Submission has been amended	No
2021-04-01	This submission is the final filing	No
2021-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Insurance	Yes
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement – Insurance	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Insurance	Yes
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement – Insurance	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	No
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Insurance	Yes
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement – Insurance	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Insurance	Yes
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement – Insurance	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Insurance	Yes
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement – Insurance	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Insurance	Yes
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement – Insurance	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	Yes
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2009: GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	Yes
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31682

Policy instance

Insurance contract or identification number	31682
Number of Individuals Covered	21
Insurance policy start date	2022-04-01
Insurance policy end date	2023-03-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31682

Policy instance

Insurance contract or identification number	31682
Number of Individuals Covered	22
Insurance policy start date	2021-04-01
Insurance policy end date	2022-03-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31682

Policy instance

Insurance contract or identification number	31682
Number of Individuals Covered	26
Insurance policy start date	2020-04-01
Insurance policy end date	2021-03-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31682

Policy instance

Insurance contract or identification number	31682
Number of Individuals Covered	29
Insurance policy start date	2019-04-01
Insurance policy end date	2020-03-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31682

Policy instance

Insurance contract or identification number	31682
Number of Individuals Covered	34
Insurance policy start date	2018-04-01
Insurance policy end date	2019-03-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31682

Policy instance

Insurance contract or identification number	31682
Number of Individuals Covered	34
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31682

Policy instance

Insurance contract or identification number	31682
Number of Individuals Covered	43
Insurance policy start date	2015-09-01
Insurance policy end date	2016-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31505

Policy instance

Insurance contract or identification number	31505
Number of Individuals Covered	100
Insurance policy start date	2014-04-01
Insurance policy end date	2015-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31505

Policy instance

Insurance contract or identification number	31505
Number of Individuals Covered	100
Insurance policy start date	2013-04-23
Insurance policy end date	2014-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	GOULSTON & STORRS PC
Employer identification number (EIN):	042738098
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers