401k Plan data: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN plan

KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan Name	KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN
Plan identification number	001

KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

KOPKA PINKUS DOLIN PC has sponsored the creation of one or more 401k plans.

Company Name: KOPKA PINKUS DOLIN PC

Employer identification number (EIN): 043597929

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT KOPKA
001 2016-01-01 BOB KOPKA
001 2015-01-01 MICHAEL MORSE
001 2014-01-01 NANINE SCHWEDA
001 2013-01-01 NANINE SCHWEDA
001 2009-01-01 ROBERT KOPKA

Plan Statistics for KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN

Measure Date Value
2022: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 240
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 64
Total of all active and inactive participants 2022-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 305
Number of participants with account balances 2022-01-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 31
2021: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 304
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 85
Total of all active and inactive participants 2021-01-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 389
Number of participants with account balances 2021-01-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 31
2020: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 310
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 235
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 91
Total of all active and inactive participants 2020-01-01 326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 326
Number of participants with account balances 2020-01-01 313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 24
2019: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 220
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 73
Total of all active and inactive participants 2019-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 293
Number of participants with account balances 2019-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 23
2018: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 194
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 69
Total of all active and inactive participants 2018-01-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 263
Number of participants with account balances 2018-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 38
2017: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 173
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 51
Total of all active and inactive participants 2017-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 224
Number of participants with account balances 2017-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 38
2016: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 156
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 58
Total of all active and inactive participants 2016-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 214
Number of participants with account balances 2016-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 22
2015: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 127
Number of other retired or separated participants entitled to future benefits 2015-01-01 38
Total of all active and inactive participants 2015-01-01 165
Total participants 2015-01-01 165
Number of participants with account balances 2015-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 23
2014: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 113
Number of other retired or separated participants entitled to future benefits 2014-01-01 21
Total of all active and inactive participants 2014-01-01 134
Total participants 2014-01-01 134
Number of participants with account balances 2014-01-01 79
2013: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 119
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 26
Total of all active and inactive participants 2013-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 145
Number of participants with account balances 2013-01-01 85
2009: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 94
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 31
Total of all active and inactive participants 2009-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 125
Number of participants with account balances 2009-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	240
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	64
Total of all active and inactive participants	2022-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	305
Number of participants with account balances	2022-01-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	31
2021: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	304
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	85
Total of all active and inactive participants	2021-01-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	389
Number of participants with account balances	2021-01-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	31
2020: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	310
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	235
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	91
Total of all active and inactive participants	2020-01-01	326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	326
Number of participants with account balances	2020-01-01	313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	24
2019: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	220
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	73
Total of all active and inactive participants	2019-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	293
Number of participants with account balances	2019-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	23
2018: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	194
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	69
Total of all active and inactive participants	2018-01-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	263
Number of participants with account balances	2018-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	38
2017: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	173
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	51
Total of all active and inactive participants	2017-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	224
Number of participants with account balances	2017-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	38
2016: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	156
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	58
Total of all active and inactive participants	2016-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	214
Number of participants with account balances	2016-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	22
2015: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	127
Number of other retired or separated participants entitled to future benefits	2015-01-01	38
Total of all active and inactive participants	2015-01-01	165
Total participants	2015-01-01	165
Number of participants with account balances	2015-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	23
2014: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	113
Number of other retired or separated participants entitled to future benefits	2014-01-01	21
Total of all active and inactive participants	2014-01-01	134
Total participants	2014-01-01	134
Number of participants with account balances	2014-01-01	79
2013: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	119
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	26
Total of all active and inactive participants	2013-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	145
Number of participants with account balances	2013-01-01	85
2009: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	94
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	31
Total of all active and inactive participants	2009-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	125
Number of participants with account balances	2009-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN

Measure	Date	Value
2022 : KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-710,781
Total of all expenses incurred	2022-12-31	$664,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$558,009
Expenses. Certain deemed distributions of participant loans	2022-12-31	$27,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,418,040
Value of total assets at end of year	2022-12-31	$16,727,239
Value of total assets at beginning of year	2022-12-31	$18,102,437
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$78,514
Total interest from all sources	2022-12-31	$10,875
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$293,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$293,880
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,774,242
Participant contributions at end of year	2022-12-31	$157,121
Participant contributions at beginning of year	2022-12-31	$213,113
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$413,857
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$279
Administrative expenses (other) incurred	2022-12-31	$78,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,375,198
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,727,239
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,102,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,121,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$17,660,843
Interest on participant loans	2022-12-31	$9,164
Interest earned on other investments	2022-12-31	$1,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$448,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$228,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,433,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$229,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$558,009
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FGMK, LLC
Accountancy firm EIN	2022-12-31	362929601
2021 : KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,249,388
Total of all expenses incurred	2021-12-31	$1,282,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,204,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,038,584
Value of total assets at end of year	2021-12-31	$18,102,437
Value of total assets at beginning of year	2021-12-31	$15,135,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$77,464
Total interest from all sources	2021-12-31	$10,183
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$446,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$446,619
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,540,061
Participant contributions at end of year	2021-12-31	$213,113
Participant contributions at beginning of year	2021-12-31	$168,584
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$287,953
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$361
Administrative expenses (other) incurred	2021-12-31	$77,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,967,278
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,102,437
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,135,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$17,660,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,709,707
Interest on participant loans	2021-12-31	$9,059
Interest earned on other investments	2021-12-31	$1,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$228,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$256,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,754,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$210,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,204,646
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FGMK, LLC
Accountancy firm EIN	2021-12-31	362929601
2020 : KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,652,119
Total of all expenses incurred	2020-12-31	$493,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$437,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,665,592
Value of total assets at end of year	2020-12-31	$15,135,159
Value of total assets at beginning of year	2020-12-31	$11,976,155
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$55,751
Total interest from all sources	2020-12-31	$9,387
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$237,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$237,986
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,347,491
Participant contributions at end of year	2020-12-31	$168,584
Participant contributions at beginning of year	2020-12-31	$54,300
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$115,931
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$361
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$62
Administrative expenses (other) incurred	2020-12-31	$55,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,159,004
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,135,159
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,976,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,709,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,747,314
Interest on participant loans	2020-12-31	$8,049
Interest earned on other investments	2020-12-31	$1,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$256,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$174,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,739,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$202,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$437,364
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	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	FGMK, LLC
Accountancy firm EIN	2020-12-31	362929601
2019 : KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,673,283
Total of all expenses incurred	2019-12-31	$508,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$460,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,540,995
Value of total assets at end of year	2019-12-31	$11,976,155
Value of total assets at beginning of year	2019-12-31	$8,811,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$48,117
Total interest from all sources	2019-12-31	$4,174
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$221,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$221,176
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,120,961
Participant contributions at end of year	2019-12-31	$54,300
Participant contributions at beginning of year	2019-12-31	$60,349
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$37,494
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$270,380
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$62
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$48,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,164,879
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,976,155
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,811,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,747,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,556,105
Interest on participant loans	2019-12-31	$3,120
Interest earned on other investments	2019-12-31	$1,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$174,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$152,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,906,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$149,654
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$5,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$460,287
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	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FGMK, LLC
Accountancy firm EIN	2019-12-31	362929601
2018 : KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$771,082
Total of all expenses incurred	2018-12-31	$949,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$907,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,395,249
Value of total assets at end of year	2018-12-31	$8,811,276
Value of total assets at beginning of year	2018-12-31	$8,989,803
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$42,572
Total interest from all sources	2018-12-31	$3,965
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$204,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$204,766
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$882,688
Participant contributions at end of year	2018-12-31	$60,349
Participant contributions at beginning of year	2018-12-31	$78,019
Participant contributions at end of year	2018-12-31	$37,494
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$418,090
Administrative expenses (other) incurred	2018-12-31	$42,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-178,527
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,811,276
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,989,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,556,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,734,309
Interest on participant loans	2018-12-31	$3,064
Interest earned on other investments	2018-12-31	$901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$152,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$177,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-832,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$94,471
Employer contributions (assets) at end of year	2018-12-31	$5,050
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$907,037
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	FGMK, LLC
Accountancy firm EIN	2018-12-31	362929601
2017 : KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,247,760
Total of all expenses incurred	2017-12-31	$363,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$323,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$959,019
Value of total assets at end of year	2017-12-31	$8,989,803
Value of total assets at beginning of year	2017-12-31	$7,105,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$39,607
Total interest from all sources	2017-12-31	$5,091
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$170,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$170,208
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$799,026
Participant contributions at end of year	2017-12-31	$78,019
Participant contributions at beginning of year	2017-12-31	$93,014
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$49,494
Administrative expenses (other) incurred	2017-12-31	$39,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,884,230
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,989,803
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,105,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,734,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,624,223
Interest on participant loans	2017-12-31	$3,565
Interest earned on other investments	2017-12-31	$1,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$177,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$388,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,113,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$110,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$323,923
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	FGMK, LLC
Accountancy firm EIN	2017-12-31	362929601
2016 : KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,478,350
Total of all expenses incurred	2016-12-31	$431,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$400,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$993,897
Value of total assets at end of year	2016-12-31	$7,105,573
Value of total assets at beginning of year	2016-12-31	$6,058,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$30,640
Total interest from all sources	2016-12-31	$4,532
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$125,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$125,411
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$696,162
Participant contributions at end of year	2016-12-31	$93,014
Participant contributions at beginning of year	2016-12-31	$116,486
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$201,393
Other income not declared elsewhere	2016-12-31	$1,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,046,726
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,105,573
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,058,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,624,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,569,544
Interest on participant loans	2016-12-31	$4,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$388,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$372,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$352,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$96,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$400,984
Contract administrator fees	2016-12-31	$30,640
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	FGMK, LLC
Accountancy firm EIN	2016-12-31	362929601
2015 : KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$625,522
Total of all expenses incurred	2015-12-31	$83,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$56,661
Expenses. Certain deemed distributions of participant loans	2015-12-31	$440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$686,985
Value of total assets at end of year	2015-12-31	$6,058,847
Value of total assets at beginning of year	2015-12-31	$5,517,020
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$26,594
Total interest from all sources	2015-12-31	$3,949
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$288,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$288,283
Administrative expenses professional fees incurred	2015-12-31	$5,479
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$582,518
Participant contributions at end of year	2015-12-31	$116,486
Participant contributions at beginning of year	2015-12-31	$38,347
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$26,575
Other income not declared elsewhere	2015-12-31	$2,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$541,827
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,058,847
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,517,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$21,115
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,569,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,271,708
Interest on participant loans	2015-12-31	$3,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$372,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$206,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-356,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$77,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$56,661
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	FGMK, LLC
Accountancy firm EIN	2015-12-31	362929601
2014 : KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$65,644
Total income from all sources (including contributions)	2014-12-31	$739,359
Total of all expenses incurred	2014-12-31	$548,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$517,891
Value of total corrective distributions	2014-12-31	$10,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$427,343
Value of total assets at end of year	2014-12-31	$5,517,020
Value of total assets at beginning of year	2014-12-31	$5,391,345
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$19,687
Total interest from all sources	2014-12-31	$2,198
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$249,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$249,058
Administrative expenses professional fees incurred	2014-12-31	$3,149
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$403,543
Participant contributions at end of year	2014-12-31	$38,347
Participant contributions at beginning of year	2014-12-31	$66,753
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$23,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$65,644
Other income not declared elsewhere	2014-12-31	$1,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$191,319
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,517,020
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,325,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$16,538
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,271,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,973,655
Interest on participant loans	2014-12-31	$2,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$206,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$347,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$59,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Employer contributions (assets) at beginning of year	2014-12-31	$2,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$517,891
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FGMK, LLC
Accountancy firm EIN	2014-12-31	362929601
2013 : KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$65,644
Total income from all sources (including contributions)	2013-12-31	$1,081,109
Total of all expenses incurred	2013-12-31	$76,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$59,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$278,951
Value of total assets at end of year	2013-12-31	$5,391,345
Value of total assets at beginning of year	2013-12-31	$4,320,871
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$16,721
Total interest from all sources	2013-12-31	$3,200
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$71,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$71,732
Administrative expenses professional fees incurred	2013-12-31	$3,076
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$275,956
Participant contributions at end of year	2013-12-31	$66,753
Participant contributions at beginning of year	2013-12-31	$70,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$65,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,004,830
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,325,701
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,320,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$13,645
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,973,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,857,286
Interest on participant loans	2013-12-31	$3,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$347,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$393,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$727,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,995
Employer contributions (assets) at end of year	2013-12-31	$2,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$59,558
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FMGK, LLC
Accountancy firm EIN	2013-12-31	362929601
2009 : KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN

2022: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2009: KOPKA, PINKUS, DOLIN & EADS EMPLOYEE SAVINGS & RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512071

Policy instance

Insurance contract or identification number	512071
Number of Individuals Covered	292
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $557
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $557
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512071

Policy instance

Insurance contract or identification number	512071
Number of Individuals Covered	314
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $421
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $421
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512071

Policy instance

Insurance contract or identification number	512071
Number of Individuals Covered	313
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $350
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $350
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512071

Policy instance

Insurance contract or identification number	512071
Number of Individuals Covered	277
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $243
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $243
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512071

Policy instance

Insurance contract or identification number	512071
Number of Individuals Covered	208
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $484
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $484
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY HOLDING

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Company Name:	KOPKA PINKUS DOLIN PC
Employer identification number (EIN):	043597929
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers