401k Plan data: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN plan

CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 401k Plan overview

Plan Name	CASALE, CALIRI & JAROMA, LLP 401(K) PLAN
Plan identification number	001

CASALE, CALIRI & JAROMA, LLP 401(K) 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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 covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CASALE, CALIRI & JAROMA, LLP has sponsored the creation of one or more 401k plans.

Company Name: CASALE, CALIRI & JAROMA, LLP

Employer identification number (EIN): 050492720

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASALE, CALIRI & JAROMA, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2008-01-01 ALAN CASALE
001 2007-01-01 ALAN CASALE
001 2006-01-01 ALAN CASALE
001 2005-01-01 ALAN CASALE
001 2004-01-01 ALAN CASALE
001 2003-01-01 ALAN CASALE
001 2002-01-01 ALAN CASALE
001 2001-01-01 ALAN CASALE

Plan id#	Filing Submission Date	Name of Administrator
001	2008-01-01	ALAN CASALE
001	2007-01-01	ALAN CASALE
001	2006-01-01	ALAN CASALE
001	2005-01-01	ALAN CASALE
001	2004-01-01	ALAN CASALE
001	2003-01-01	ALAN CASALE
001	2002-01-01	ALAN CASALE
001	2001-01-01	ALAN CASALE

Plan Statistics for CASALE, CALIRI & JAROMA, LLP 401(K) PLAN

401k plan membership statisitcs for CASALE, CALIRI & JAROMA, LLP 401(K) PLAN

Measure Date Value
2008: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 8
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 8
Number of participants with account balances 2008-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 10
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 10
Number of participants with account balances 2007-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
2006: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 9
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 0
Total of all active and inactive participants 2006-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 9
Number of participants with account balances 2006-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0
2005: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2005 401k membership
Total participants, beginning-of-year 2005-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2005-01-01 10
Number of retired or separated participants receiving benefits 2005-01-01 0
Number of other retired or separated participants entitled to future benefits 2005-01-01 0
Total of all active and inactive participants 2005-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-01-01 0
Total participants 2005-01-01 10
Number of participants with account balances 2005-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-01-01 0
2004: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2004 401k membership
Total participants, beginning-of-year 2004-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2004-01-01 10
Number of retired or separated participants receiving benefits 2004-01-01 0
Number of other retired or separated participants entitled to future benefits 2004-01-01 0
Total of all active and inactive participants 2004-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2004-01-01 0
Total participants 2004-01-01 10
Number of participants with account balances 2004-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-01-01 0
2003: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2003 401k membership
Total participants, beginning-of-year 2003-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2003-01-01 10
Number of retired or separated participants receiving benefits 2003-01-01 0
Number of other retired or separated participants entitled to future benefits 2003-01-01 0
Total of all active and inactive participants 2003-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2003-01-01 0
Total participants 2003-01-01 10
Number of participants with account balances 2003-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2003-01-01 0
2002: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2002 401k membership
Total participants, beginning-of-year 2002-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2002-01-01 10
Number of retired or separated participants receiving benefits 2002-01-01 0
Number of other retired or separated participants entitled to future benefits 2002-01-01 0
Total of all active and inactive participants 2002-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2002-01-01 0
Total participants 2002-01-01 10
Number of participants with account balances 2002-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2002-01-01 0
2001: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2001 401k membership
Total participants, beginning-of-year 2001-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2001-01-01 10
Number of retired or separated participants receiving benefits 2001-01-01 0
Number of other retired or separated participants entitled to future benefits 2001-01-01 0
Total of all active and inactive participants 2001-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2001-01-01 0
Total participants 2001-01-01 10
Number of participants with account balances 2001-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2001-01-01 0

Measure	Date	Value
2008: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	8
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	8
Number of participants with account balances	2008-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	10
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	10
Number of participants with account balances	2007-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
2006: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	9
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	0
Total of all active and inactive participants	2006-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	9
Number of participants with account balances	2006-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0
2005: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2005 401k membership
Total participants, beginning-of-year	2005-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2005-01-01	10
Number of retired or separated participants receiving benefits	2005-01-01	0
Number of other retired or separated participants entitled to future benefits	2005-01-01	0
Total of all active and inactive participants	2005-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-01-01	0
Total participants	2005-01-01	10
Number of participants with account balances	2005-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-01-01	0
2004: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2004 401k membership
Total participants, beginning-of-year	2004-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2004-01-01	10
Number of retired or separated participants receiving benefits	2004-01-01	0
Number of other retired or separated participants entitled to future benefits	2004-01-01	0
Total of all active and inactive participants	2004-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2004-01-01	0
Total participants	2004-01-01	10
Number of participants with account balances	2004-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-01-01	0
2003: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2003 401k membership
Total participants, beginning-of-year	2003-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2003-01-01	10
Number of retired or separated participants receiving benefits	2003-01-01	0
Number of other retired or separated participants entitled to future benefits	2003-01-01	0
Total of all active and inactive participants	2003-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2003-01-01	0
Total participants	2003-01-01	10
Number of participants with account balances	2003-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2003-01-01	0
2002: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2002 401k membership
Total participants, beginning-of-year	2002-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2002-01-01	10
Number of retired or separated participants receiving benefits	2002-01-01	0
Number of other retired or separated participants entitled to future benefits	2002-01-01	0
Total of all active and inactive participants	2002-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2002-01-01	0
Total participants	2002-01-01	10
Number of participants with account balances	2002-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2002-01-01	0
2001: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2001 401k membership
Total participants, beginning-of-year	2001-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2001-01-01	10
Number of retired or separated participants receiving benefits	2001-01-01	0
Number of other retired or separated participants entitled to future benefits	2001-01-01	0
Total of all active and inactive participants	2001-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2001-01-01	0
Total participants	2001-01-01	10
Number of participants with account balances	2001-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2001-01-01	0

Financial Data on CASALE, CALIRI & JAROMA, LLP 401(K) PLAN

Measure	Date	Value
2008 : CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total plan liabilities at end of year	2008-12-31	$0
Total income from all sources	2008-12-31	$-156,461
Expenses. Total of all expenses incurred	2008-12-31	$96,446
Benefits paid (including direct rollovers)	2008-12-31	$96,136
Total plan assets at end of year	2008-12-31	$666,551
Total plan assets at beginning of year	2008-12-31	$919,458
Value of fidelity bond covering the plan	2008-12-31	$22,500
Total contributions received or receivable from participants	2008-12-31	$55,638
Expenses. Other expenses not covered elsewhere	2008-12-31	$310
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$-257,666
Noncash contributions received	2008-12-31	$0
Net income (gross income less expenses)	2008-12-31	$-252,907
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$666,551
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$919,458
Total contributions received or receivable from employer(s)	2008-12-31	$45,567
Value of certain deemed distributions of participant loans	2008-12-31	$180
Value of corrective distributions	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$168
2007 : CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2007 401k financial data
Transfers to/from the plan	2007-12-31	$0
Total plan liabilities at end of year	2007-12-31	$0
Total income from all sources	2007-12-31	$160,978
Expenses. Total of all expenses incurred	2007-12-31	$258
Benefits paid (including direct rollovers)	2007-12-31	$55,182
Total plan assets at end of year	2007-12-31	$919,458
Total plan assets at beginning of year	2007-12-31	$758,738
Value of fidelity bond covering the plan	2007-12-31	$22,500
Total contributions received or receivable from participants	2007-12-31	$54,850
Expenses. Other expenses not covered elsewhere	2007-12-31	$258
Contributions received from other sources (not participants or employers)	2007-12-31	$0
Other income received	2007-12-31	$55,021
Noncash contributions received	2007-12-31	$0
Net income (gross income less expenses)	2007-12-31	$160,720
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$919,458
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$758,738
Total contributions received or receivable from employer(s)	2007-12-31	$51,107
Value of certain deemed distributions of participant loans	2007-12-31	$180
Value of corrective distributions	2007-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2007-12-31	$168
2006 : CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2006 401k financial data
Transfers to/from the plan	2006-12-31	$0
Total plan liabilities at end of year	2006-12-31	$0
Total income from all sources	2006-12-31	$208,492
Expenses. Total of all expenses incurred	2006-12-31	$55,482
Benefits paid (including direct rollovers)	2006-12-31	$55,182
Total plan assets at end of year	2006-12-31	$758,738
Total plan assets at beginning of year	2006-12-31	$605,728
Value of fidelity bond covering the plan	2006-12-31	$22,500
Total contributions received or receivable from participants	2006-12-31	$50,600
Expenses. Other expenses not covered elsewhere	2006-12-31	$300
Contributions received from other sources (not participants or employers)	2006-12-31	$0
Other income received	2006-12-31	$66,928
Noncash contributions received	2006-12-31	$0
Net income (gross income less expenses)	2006-12-31	$153,010
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$758,738
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$605,728
Total contributions received or receivable from employer(s)	2006-12-31	$90,964
Value of certain deemed distributions of participant loans	2006-12-31	$180
Value of corrective distributions	2006-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2006-12-31	$168
2005 : CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2005 401k financial data
Transfers to/from the plan	2005-12-31	$0
Total plan liabilities at end of year	2005-12-31	$0
Total income from all sources	2005-12-31	$160,268
Expenses. Total of all expenses incurred	2005-12-31	$192
Benefits paid (including direct rollovers)	2005-12-31	$0
Total plan assets at end of year	2005-12-31	$605,728
Total plan assets at beginning of year	2005-12-31	$445,652
Value of fidelity bond covering the plan	2005-12-31	$22,500
Total contributions received or receivable from participants	2005-12-31	$34,935
Expenses. Other expenses not covered elsewhere	2005-12-31	$192
Contributions received from other sources (not participants or employers)	2005-12-31	$0
Other income received	2005-12-31	$38,184
Noncash contributions received	2005-12-31	$0
Net income (gross income less expenses)	2005-12-31	$160,076
Net plan assets at end of year (total assets less liabilities)	2005-12-31	$605,728
Net plan assets at beginning of year (total assets less liabilities)	2005-12-31	$445,652
Total contributions received or receivable from employer(s)	2005-12-31	$87,149
Value of certain deemed distributions of participant loans	2005-12-31	$180
Value of corrective distributions	2005-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2005-12-31	$168
2004 : CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2004 401k financial data
Transfers to/from the plan	2004-12-31	$0
Total plan liabilities at end of year	2004-12-31	$0
Total income from all sources	2004-12-31	$132,807
Expenses. Total of all expenses incurred	2004-12-31	$192
Benefits paid (including direct rollovers)	2004-12-31	$0
Total plan assets at end of year	2004-12-31	$445,652
Total plan assets at beginning of year	2004-12-31	$313,037
Value of fidelity bond covering the plan	2004-12-31	$22,500
Total contributions received or receivable from participants	2004-12-31	$35,770
Expenses. Other expenses not covered elsewhere	2004-12-31	$192
Contributions received from other sources (not participants or employers)	2004-12-31	$0
Other income received	2004-12-31	$36,070
Noncash contributions received	2004-12-31	$0
Net income (gross income less expenses)	2004-12-31	$132,615
Net plan assets at end of year (total assets less liabilities)	2004-12-31	$445,652
Net plan assets at beginning of year (total assets less liabilities)	2004-12-31	$313,037
Total contributions received or receivable from employer(s)	2004-12-31	$60,967
Value of certain deemed distributions of participant loans	2004-12-31	$180
Value of corrective distributions	2004-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2004-12-31	$168
2003 : CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2003 401k financial data
Transfers to/from the plan	2003-12-31	$0
Total plan liabilities at end of year	2003-12-31	$0
Total income from all sources	2003-12-31	$109,002
Expenses. Total of all expenses incurred	2003-12-31	$348
Benefits paid (including direct rollovers)	2003-12-31	$0
Total plan assets at end of year	2003-12-31	$313,037
Total plan assets at beginning of year	2003-12-31	$204,215
Value of fidelity bond covering the plan	2003-12-31	$22,500
Total contributions received or receivable from participants	2003-12-31	$28,470
Expenses. Other expenses not covered elsewhere	2003-12-31	$0
Contributions received from other sources (not participants or employers)	2003-12-31	$0
Other income received	2003-12-31	$65,014
Noncash contributions received	2003-12-31	$0
Net income (gross income less expenses)	2003-12-31	$108,654
Net plan assets at end of year (total assets less liabilities)	2003-12-31	$313,037
Net plan assets at beginning of year (total assets less liabilities)	2003-12-31	$204,215
Total contributions received or receivable from employer(s)	2003-12-31	$15,518
Value of certain deemed distributions of participant loans	2003-12-31	$180
Value of corrective distributions	2003-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2003-12-31	$168
2002 : CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2002 401k financial data
Transfers to/from the plan	2002-12-31	$0
Total plan liabilities at end of year	2002-12-31	$0
Total income from all sources	2002-12-31	$10,786
Expenses. Total of all expenses incurred	2002-12-31	$168
Benefits paid (including direct rollovers)	2002-12-31	$0
Total plan assets at end of year	2002-12-31	$204,215
Total plan assets at beginning of year	2002-12-31	$193,597
Value of fidelity bond covering the plan	2002-12-31	$22,500
Total contributions received or receivable from participants	2002-12-31	$5,050
Expenses. Other expenses not covered elsewhere	2002-12-31	$0
Contributions received from other sources (not participants or employers)	2002-12-31	$0
Other income received	2002-12-31	$-40,036
Noncash contributions received	2002-12-31	$0
Net income (gross income less expenses)	2002-12-31	$10,618
Net plan assets at end of year (total assets less liabilities)	2002-12-31	$204,215
Net plan assets at beginning of year (total assets less liabilities)	2002-12-31	$193,597
Total contributions received or receivable from employer(s)	2002-12-31	$45,772
Value of certain deemed distributions of participant loans	2002-12-31	$168
Value of corrective distributions	2002-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2002-12-31	$168
2001 : CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2001 401k financial data
Transfers to/from the plan	2001-12-31	$0
Total plan liabilities at end of year	2001-12-31	$0
Total income from all sources	2001-12-31	$46,150
Expenses. Total of all expenses incurred	2001-12-31	$168
Benefits paid (including direct rollovers)	2001-12-31	$0
Total plan assets at end of year	2001-12-31	$193,597
Total plan assets at beginning of year	2001-12-31	$147,615
Value of fidelity bond covering the plan	2001-12-31	$22,500
Total contributions received or receivable from participants	2001-12-31	$30,025
Expenses. Other expenses not covered elsewhere	2001-12-31	$0
Contributions received from other sources (not participants or employers)	2001-12-31	$0
Other income received	2001-12-31	$11,708
Noncash contributions received	2001-12-31	$0
Net income (gross income less expenses)	2001-12-31	$45,982
Net plan assets at end of year (total assets less liabilities)	2001-12-31	$193,597
Net plan assets at beginning of year (total assets less liabilities)	2001-12-31	$147,615
Total contributions received or receivable from employer(s)	2001-12-31	$4,417
Value of certain deemed distributions of participant loans	2001-12-31	$0
Value of corrective distributions	2001-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2001-12-31	$168

Form 5500 Responses for CASALE, CALIRI & JAROMA, LLP 401(K) PLAN

2008: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes
2005: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Trust	Yes
2005-01-01	Plan benefit arrangement - Trust	Yes
2004: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2004-01-01	Plan funding arrangement – Trust	Yes
2004-01-01	Plan benefit arrangement - Trust	Yes
2003: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2003 form 5500 responses
2003-01-01	Type of plan entity	Single employer plan
2003-01-01	Submission has been amended	No
2003-01-01	This submission is the final filing	No
2003-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-01-01	Plan is a collectively bargained plan	No
2003-01-01	Plan funding arrangement – Trust	Yes
2003-01-01	Plan benefit arrangement - Trust	Yes
2002: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2002 form 5500 responses
2002-01-01	Type of plan entity	Single employer plan
2002-01-01	Submission has been amended	No
2002-01-01	This submission is the final filing	No
2002-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-01-01	Plan is a collectively bargained plan	No
2002-01-01	Plan funding arrangement – Trust	Yes
2002-01-01	Plan benefit arrangement - Trust	Yes
2001: CASALE, CALIRI & JAROMA, LLP 401(K) PLAN 2001 form 5500 responses
2001-01-01	Submission has been amended	No
2001-01-01	This submission is the final filing	No
2001-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2001-01-01	Plan is a collectively bargained plan	No
2001-01-01	Plan funding arrangement – Trust	Yes
2001-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CASALE, CALIRI & JAROMA, LLP
Employer identification number (EIN):	050492720
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants