401k Plan data: BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN plan

BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 401k Plan overview

Plan Name	BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN
Plan identification number	001

BURNS, RUSSO, TAMIGI & REARDON, 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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BURNS, RUSSO, TAMIGI & REARDON, LLP has sponsored the creation of one or more 401k plans.

Company Name: BURNS, RUSSO, TAMIGI & REARDON, LLP

Employer identification number (EIN): 061662791

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about BURNS, RUSSO, TAMIGI & REARDON, LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2002-12-06

Company Identification Number: 2842598

Legal Registered Office Address: 19 PAKR AVE

WILLISTON PARK
United States of America (USA)
11596

More information about BURNS, RUSSO, TAMIGI & REARDON, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 PETER TAMIGI
001 2015-01-01 PETER TAMIGI
001 2014-01-01 PETER TAMIGI
001 2013-01-01 PETER TAMIGI
001 2012-01-01 PETER TAMIGI 2013-06-10 PETER TAMIGI 2013-06-10
001 2011-01-01 PETER TAMIGI 2012-09-06 PETER TAMIGI 2012-09-06
001 2010-01-01 PETER TAMIGI 2011-07-26 PETER TAMIGI 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	PETER TAMIGI
001	2015-01-01	PETER TAMIGI
001	2014-01-01	PETER TAMIGI
001	2013-01-01	PETER TAMIGI
001	2012-01-01	PETER TAMIGI	2013-06-10	PETER TAMIGI	2013-06-10
001	2011-01-01	PETER TAMIGI	2012-09-06	PETER TAMIGI	2012-09-06
001	2010-01-01	PETER TAMIGI	2011-07-26	PETER TAMIGI	2011-07-26

Plan Statistics for BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN

401k plan membership statisitcs for BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN

Measure Date Value
2016: BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
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 2
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2016: BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
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	2
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN

Measure	Date	Value
2016 : BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$46,954
Expenses. Total of all expenses incurred	2016-12-31	$480,248
Benefits paid (including direct rollovers)	2016-12-31	$479,073
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$433,294
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$20,508
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$26,446
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-433,294
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$433,294
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,175
2015 : BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$32,474
Expenses. Total of all expenses incurred	2015-12-31	$100
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$433,294
Total plan assets at beginning of year	2015-12-31	$400,920
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$35,356
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-2,882
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$32,374
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$433,294
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$400,920
Assets. Value of participant loans	2015-12-31	$234
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$100
2014 : BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$57,144
Expenses. Total of all expenses incurred	2014-12-31	$24,008
Benefits paid (including direct rollovers)	2014-12-31	$23,808
Total plan assets at end of year	2014-12-31	$400,920
Total plan assets at beginning of year	2014-12-31	$367,784
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$34,662
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$22,482
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$33,136
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$400,920
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$367,784
Assets. Value of participant loans	2014-12-31	$1,124
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$94,228
Expenses. Total of all expenses incurred	2013-12-31	$18,841
Benefits paid (including direct rollovers)	2013-12-31	$16,815
Total plan assets at end of year	2013-12-31	$367,784
Total plan assets at beginning of year	2013-12-31	$292,397
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$34,140
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$60,088
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$75,387
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$367,784
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$292,397
Assets. Value of participant loans	2013-12-31	$2,130
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$1,091
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,026
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN

2016: BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BURNS, RUSSO, TAMIGI & REARDON, LLP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81717

Policy instance

Insurance contract or identification number	81717
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-09-03
Total amount of commissions paid to insurance broker	USD $821
Total amount of fees paid to insurance company	USD $236
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $821
Insurance broker organization code?	3
Amount paid for insurance broker fees	113
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	DAVID G. LEONARD

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Company Name:	BURNS, RUSSO, TAMIGI & REARDON, LLP
Employer identification number (EIN):	061662791
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2002-12-06
Company Identification Number:	2842598
Legal Registered Office Address:	19 PAKR AVE WILLISTON PARK United States of America (USA) 11596