401k Plan data: MARGOLIN, WINER & EVENS RETIREMENT PLAN plan

MARGOLIN, WINER & EVENS RETIREMENT PLAN 401k Plan overview

Plan Name	MARGOLIN, WINER & EVENS RETIREMENT PLAN
Plan identification number	010

MARGOLIN, WINER & EVENS 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MARGOLIN, WINER & EVENS LLP has sponsored the creation of one or more 401k plans.

Company Name: MARGOLIN, WINER & EVENS LLP

Employer identification number (EIN): 111558868

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

Additional information about MARGOLIN, WINER & EVENS LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1994-10-28

Company Identification Number: 1863741

Legal Registered Office Address: 400 GARDEN CITY PLAZA

GARDEN CITY
United States of America (USA)
115303317

More information about MARGOLIN, WINER & EVENS LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARGOLIN, WINER & EVENS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
010 2022-01-01 JOHN F. SCHMUCK 2023-08-18
010 2021-01-01
010 2020-01-01
010 2019-01-01
010 2018-01-01
010 2017-01-01 STANLEY ZWILLENBERG
010 2016-01-01 STANLEY ZWILLENBERG
010 2015-01-01 STANLEY ZWILLENBERG
010 2014-01-01 STANLEY ZWILLENBERG
010 2013-01-01 STANLEY ZWILLENBERG
010 2012-01-01 STANLEY ZWILLENBERG
010 2011-01-01 STANLEY ZWILLENBERG
010 2009-01-01 STANLEY ZWILLENBERG
010 2009-01-01 STANLEY ZWILLENBERG

Plan Statistics for MARGOLIN, WINER & EVENS RETIREMENT PLAN

401k plan membership statisitcs for MARGOLIN, WINER & EVENS RETIREMENT PLAN

Measure Date Value
2021: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
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 58
Total of all active and inactive participants 2021-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 58
Number of participants with account balances 2021-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 85
Number of retired or separated participants receiving benefits 2020-01-01 93
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 179
Number of participants with account balances 2020-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 93
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 115
Total of all active and inactive participants 2019-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 209
Number of participants with account balances 2019-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 95
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 111
Total of all active and inactive participants 2018-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 207
Number of participants with account balances 2018-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 104
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 96
Total of all active and inactive participants 2017-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 201
Number of participants with account balances 2017-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 110
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 90
Total of all active and inactive participants 2016-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 4
Total participants 2016-01-01 204
Number of participants with account balances 2016-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 116
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 85
Total of all active and inactive participants 2015-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 4
Total participants 2015-01-01 205
Number of participants with account balances 2015-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 127
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 75
Total of all active and inactive participants 2014-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 4
Total participants 2014-01-01 206
Number of participants with account balances 2014-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 117
Number of retired or separated participants receiving benefits 2013-01-01 79
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 196
Number of participants with account balances 2013-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 124
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 99
Total of all active and inactive participants 2012-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 4
Total participants 2012-01-01 227
Number of participants with account balances 2012-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 114
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 80
Total of all active and inactive participants 2011-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 4
Total participants 2011-01-01 198
Number of participants with account balances 2011-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 183
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 77
Total of all active and inactive participants 2009-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 4
Total participants 2009-01-01 264
Number of participants with account balances 2009-01-01 264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2021: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
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	58
Total of all active and inactive participants	2021-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	58
Number of participants with account balances	2021-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	85
Number of retired or separated participants receiving benefits	2020-01-01	93
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	179
Number of participants with account balances	2020-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	93
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	115
Total of all active and inactive participants	2019-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	209
Number of participants with account balances	2019-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	95
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	111
Total of all active and inactive participants	2018-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	207
Number of participants with account balances	2018-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	104
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	96
Total of all active and inactive participants	2017-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	201
Number of participants with account balances	2017-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	110
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	90
Total of all active and inactive participants	2016-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	4
Total participants	2016-01-01	204
Number of participants with account balances	2016-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	116
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	85
Total of all active and inactive participants	2015-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	4
Total participants	2015-01-01	205
Number of participants with account balances	2015-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	127
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	75
Total of all active and inactive participants	2014-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	4
Total participants	2014-01-01	206
Number of participants with account balances	2014-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	117
Number of retired or separated participants receiving benefits	2013-01-01	79
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	196
Number of participants with account balances	2013-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	124
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	99
Total of all active and inactive participants	2012-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	4
Total participants	2012-01-01	227
Number of participants with account balances	2012-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	114
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	80
Total of all active and inactive participants	2011-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	4
Total participants	2011-01-01	198
Number of participants with account balances	2011-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	183
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	77
Total of all active and inactive participants	2009-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	4
Total participants	2009-01-01	264
Number of participants with account balances	2009-01-01	264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on MARGOLIN, WINER & EVENS RETIREMENT PLAN

Measure	Date	Value
2021 : MARGOLIN, WINER & EVENS RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$3,738,867
Total of all expenses incurred	2021-12-31	$20,869,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$20,813,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$702,525
Value of total assets at end of year	2021-12-31	$3,403,140
Value of total assets at beginning of year	2021-12-31	$20,533,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$55,296
Total interest from all sources	2021-12-31	$5,691
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$596,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$596,626
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$596,250
Participant contributions at end of year	2021-12-31	$50,676
Participant contributions at beginning of year	2021-12-31	$93,110
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$49,054
Other income not declared elsewhere	2021-12-31	$4,529
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	$-17,130,156
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,403,140
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$20,533,296
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
Investment advisory and management fees	2021-12-31	$55,296
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,352,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,237,528
Interest on participant loans	2021-12-31	$5,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$2,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$2,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,429,496
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	No
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	$57,221
Employer contributions (assets) at beginning of year	2021-12-31	$44,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$20,813,727
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$156,096
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	LAUFER LLP
Accountancy firm EIN	2021-12-31	112512603
2020 : MARGOLIN, WINER & EVENS RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$54,394
Total unrealized appreciation/depreciation of assets	2020-12-31	$54,394
Total transfer of assets to this plan	2020-12-31	$1,174
Total transfer of assets from this plan	2020-12-31	$86,153
Total income from all sources (including contributions)	2020-12-31	$4,507,147
Total of all expenses incurred	2020-12-31	$908,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$868,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$842,777
Value of total assets at end of year	2020-12-31	$20,533,296
Value of total assets at beginning of year	2020-12-31	$17,019,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$39,642
Total interest from all sources	2020-12-31	$6,788
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$640,238
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	$639,417
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$635,777
Participant contributions at end of year	2020-12-31	$93,110
Participant contributions at beginning of year	2020-12-31	$130,907
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$162,819
Other income not declared elsewhere	2020-12-31	$1,671
Administrative expenses (other) incurred	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,598,914
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$20,533,296
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$17,019,361
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
Investment advisory and management fees	2020-12-31	$39,642
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,237,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$16,738,521
Interest on participant loans	2020-12-31	$6,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$28,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$28,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,961,279
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	No
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	$44,181
Employer contributions (assets) at end of year	2020-12-31	$44,181
Employer contributions (assets) at beginning of year	2020-12-31	$65,816
Income. Dividends from common stock	2020-12-31	$821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$868,591
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$156,096
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$55,215
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	LAUFER LLP
Accountancy firm EIN	2020-12-31	112512603
2019 : MARGOLIN, WINER & EVENS RETIREMENT PLAN 2019 401k financial data
Total transfer of assets from this plan	2019-12-31	$281,955
Total income from all sources (including contributions)	2019-12-31	$4,087,412
Total loss/gain on sale of assets	2019-12-31	$596
Total of all expenses incurred	2019-12-31	$1,091,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,064,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$670,517
Value of total assets at end of year	2019-12-31	$17,019,361
Value of total assets at beginning of year	2019-12-31	$14,305,502
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$27,030
Total interest from all sources	2019-12-31	$7,151
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$801,513
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	$801,010
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
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	$589,934
Participant contributions at end of year	2019-12-31	$130,907
Participant contributions at beginning of year	2019-12-31	$106,678
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$14,767
Administrative expenses (other) incurred	2019-12-31	$4,386
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	$2,995,814
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,019,361
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,305,502
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
Investment advisory and management fees	2019-12-31	$22,644
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$16,738,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,070,803
Interest on participant loans	2019-12-31	$7,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$28,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$13,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$13,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$62
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,607,635
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	No
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	$65,816
Employer contributions (assets) at end of year	2019-12-31	$65,816
Employer contributions (assets) at beginning of year	2019-12-31	$72,490
Income. Dividends from common stock	2019-12-31	$503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,064,568
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$55,215
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$42,367
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
Aggregate proceeds on sale of assets	2019-12-31	$15,591
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$14,995
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	LAUFER LLP
Accountancy firm EIN	2019-12-31	112512603
2018 : MARGOLIN, WINER & EVENS RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,501
Total of all expenses incurred	2018-12-31	$1,174,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,167,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$709,371
Value of total assets at end of year	2018-12-31	$14,305,502
Value of total assets at beginning of year	2018-12-31	$15,478,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,526
Total interest from all sources	2018-12-31	$5,198
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$901,532
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	$901,100
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
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	$615,114
Participant contributions at end of year	2018-12-31	$106,678
Participant contributions at beginning of year	2018-12-31	$129,961
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$21,767
Other income not declared elsewhere	2018-12-31	$31,679
Administrative expenses (other) incurred	2018-12-31	$563
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	$-1,172,724
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,305,502
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,478,226
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	$14,070,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$14,019,896
Interest on participant loans	2018-12-31	$5,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$13,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$28,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$28,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$48
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,185,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,646,279
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	$72,490
Employer contributions (assets) at end of year	2018-12-31	$72,490
Employer contributions (assets) at beginning of year	2018-12-31	$75,682
Income. Dividends from common stock	2018-12-31	$432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,167,699
Contract administrator fees	2018-12-31	$5,963
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	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$42,367
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$38,120
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	LANDAU ARNOLD LAUFER, LLP
Accountancy firm EIN	2018-12-31	112512603
2017 : MARGOLIN, WINER & EVENS RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$8,159
Total unrealized appreciation/depreciation of assets	2017-12-31	$8,159
Total income from all sources (including contributions)	2017-12-31	$3,089,202
Total of all expenses incurred	2017-12-31	$159,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$151,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$776,335
Value of total assets at end of year	2017-12-31	$15,478,226
Value of total assets at beginning of year	2017-12-31	$12,548,355
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,035
Total interest from all sources	2017-12-31	$6,234
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$597,005
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	$596,676
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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	$693,298
Participant contributions at end of year	2017-12-31	$129,961
Participant contributions at beginning of year	2017-12-31	$133,983
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$7,355
Other income not declared elsewhere	2017-12-31	$43,747
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	$2,929,871
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,478,226
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,548,355
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
Investment advisory and management fees	2017-12-31	$8,035
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$14,019,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,067,545
Income. Interest from loans (other than to participants)	2017-12-31	$6,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$28,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$30,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$30,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,185,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,212,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,657,722
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	$75,682
Employer contributions (assets) at end of year	2017-12-31	$75,682
Employer contributions (assets) at beginning of year	2017-12-31	$75,857
Income. Dividends from common stock	2017-12-31	$329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$151,296
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$38,120
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$27,732
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	LANDAU ARNOLD LAUFER, LLP
Accountancy firm EIN	2017-12-31	112512603
2016 : MARGOLIN, WINER & EVENS RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$2,425
Total unrealized appreciation/depreciation of assets	2016-12-31	$2,425
Total income from all sources (including contributions)	2016-12-31	$1,957,344
Total loss/gain on sale of assets	2016-12-31	$-60
Total of all expenses incurred	2016-12-31	$1,754,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,684,930
Expenses. Certain deemed distributions of participant loans	2016-12-31	$69,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$987,291
Value of total assets at end of year	2016-12-31	$12,548,355
Value of total assets at beginning of year	2016-12-31	$12,345,536
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$575
Total interest from all sources	2016-12-31	$5,609
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$462,686
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	$462,334
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
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	$634,644
Participant contributions at end of year	2016-12-31	$133,983
Participant contributions at beginning of year	2016-12-31	$141,871
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$276,790
Other income not declared elsewhere	2016-12-31	$39,309
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	$202,819
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,548,355
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,345,536
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
Investment advisory and management fees	2016-12-31	$575
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,067,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,631,387
Interest on participant loans	2016-12-31	$5,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$30,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$20,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$20,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,212,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,444,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$460,084
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	$75,857
Employer contributions (assets) at end of year	2016-12-31	$75,857
Employer contributions (assets) at beginning of year	2016-12-31	$71,618
Income. Dividends from common stock	2016-12-31	$352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,684,930
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$27,732
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$35,210
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
Aggregate proceeds on sale of assets	2016-12-31	$20,094
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$20,154
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	LANDAU ARNOLD LAUFER, LLP
Accountancy firm EIN	2016-12-31	112512603
2015 : MARGOLIN, WINER & EVENS RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-486
Total unrealized appreciation/depreciation of assets	2015-12-31	$-486
Total income from all sources (including contributions)	2015-12-31	$1,032,752
Total loss/gain on sale of assets	2015-12-31	$-318
Total of all expenses incurred	2015-12-31	$404,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$395,186
Expenses. Certain deemed distributions of participant loans	2015-12-31	$8,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$884,169
Value of total assets at end of year	2015-12-31	$12,345,536
Value of total assets at beginning of year	2015-12-31	$11,716,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$585
Total interest from all sources	2015-12-31	$6,681
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$611,217
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	$610,811
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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	$712,341
Participant contributions at end of year	2015-12-31	$141,871
Participant contributions at beginning of year	2015-12-31	$129,114
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$100,210
Other income not declared elsewhere	2015-12-31	$40,227
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	$628,708
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,345,536
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,716,828
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	$585
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,631,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,130,629
Interest on participant loans	2015-12-31	$6,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$20,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$20,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$20,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,444,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,334,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-508,738
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	$71,618
Employer contributions (assets) at end of year	2015-12-31	$71,618
Employer contributions (assets) at beginning of year	2015-12-31	$66,431
Income. Dividends from common stock	2015-12-31	$406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$395,186
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$35,210
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$35,400
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
Aggregate proceeds on sale of assets	2015-12-31	$88,785
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$89,103
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	LANDAU ARNOLD LAUFER, LLP
Accountancy firm EIN	2015-12-31	112512603
2014 : MARGOLIN, WINER & EVENS RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-5,318
Total unrealized appreciation/depreciation of assets	2014-12-31	$-5,318
Total transfer of assets from this plan	2014-12-31	$6,108
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,539,348
Total loss/gain on sale of assets	2014-12-31	$-7,320
Total of all expenses incurred	2014-12-31	$851,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$835,769
Expenses. Certain deemed distributions of participant loans	2014-12-31	$14,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$774,298
Value of total assets at end of year	2014-12-31	$11,716,828
Value of total assets at beginning of year	2014-12-31	$11,035,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$930
Total interest from all sources	2014-12-31	$5,970
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$771,718
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	$771,441
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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	$700,584
Participant contributions at end of year	2014-12-31	$129,114
Participant contributions at beginning of year	2014-12-31	$151,455
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$460
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	$687,690
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,716,828
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,035,246
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$10,130,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,385,467
Interest on participant loans	2014-12-31	$5,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$20,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$25,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$25,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,334,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,377,017
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
Contributions received in cash from employer	2014-12-31	$73,254
Employer contributions (assets) at end of year	2014-12-31	$66,431
Employer contributions (assets) at beginning of year	2014-12-31	$64,683
Income. Dividends from common stock	2014-12-31	$277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$835,769
Contract administrator fees	2014-12-31	$930
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$35,400
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$31,291
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
Aggregate proceeds on sale of assets	2014-12-31	$127,673
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$134,993
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	LANDAU ARNOLD LAUFER, LLP
Accountancy firm EIN	2014-12-31	112512603
2013 : MARGOLIN, WINER & EVENS RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-6,780
Total unrealized appreciation/depreciation of assets	2013-12-31	$-6,780
Total transfer of assets from this plan	2013-12-31	$77,203
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,569,242
Total loss/gain on sale of assets	2013-12-31	$2,729
Total of all expenses incurred	2013-12-31	$770,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$769,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$783,157
Value of total assets at end of year	2013-12-31	$11,035,246
Value of total assets at beginning of year	2013-12-31	$9,313,502
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$770
Total interest from all sources	2013-12-31	$6,002
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$408,078
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	$407,954
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$300,000
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	$681,383
Participant contributions at end of year	2013-12-31	$151,455
Participant contributions at beginning of year	2013-12-31	$142,784
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$24,680
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$35,469
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	$1,798,947
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,035,246
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,313,502
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,385,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,936,700
Interest on participant loans	2013-12-31	$6,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$25,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$59,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$59,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,377,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,014,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,376,056
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	$66,305
Employer contributions (assets) at end of year	2013-12-31	$64,683
Employer contributions (assets) at beginning of year	2013-12-31	$75,507
Income. Dividends from common stock	2013-12-31	$124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$769,525
Contract administrator fees	2013-12-31	$770
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$31,291
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$60,430
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
Aggregate proceeds on sale of assets	2013-12-31	$260,602
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$257,873
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	LANDAU ARNOLD LAUFER, LLP
Accountancy firm EIN	2013-12-31	112512603
2012 : MARGOLIN, WINER & EVENS RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$170,448
Total unrealized appreciation/depreciation of assets	2012-12-31	$170,448
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,236,427
Total loss/gain on sale of assets	2012-12-31	$38,641
Total of all expenses incurred	2012-12-31	$3,391,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,375,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$958,253
Value of total assets at end of year	2012-12-31	$9,313,502
Value of total assets at beginning of year	2012-12-31	$10,468,214
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$15,727
Total interest from all sources	2012-12-31	$9,246
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$260,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$222,484
Administrative expenses professional fees incurred	2012-12-31	$2,750
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$682,164
Participant contributions at end of year	2012-12-31	$142,784
Participant contributions at beginning of year	2012-12-31	$144,709
Participant contributions at end of year	2012-12-31	$24,680
Participant contributions at beginning of year	2012-12-31	$22,741
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$200,582
Other income not declared elsewhere	2012-12-31	$36,934
Administrative expenses (other) incurred	2012-12-31	$153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-1,154,712
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,313,502
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,468,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$11,859
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,936,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,261,395
Interest on participant loans	2012-12-31	$5,756
Income. Interest from US Government securities	2012-12-31	$1,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$59,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$310,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$310,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,014,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$805,005
Asset value of US Government securities at beginning of year	2012-12-31	$85,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$762,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$75,507
Employer contributions (assets) at end of year	2012-12-31	$75,507
Employer contributions (assets) at beginning of year	2012-12-31	$83,782
Income. Dividends from common stock	2012-12-31	$37,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,375,412
Contract administrator fees	2012-12-31	$965
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$60,430
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$1,754,745
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$2,162,238
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$2,123,597
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LANDAU ARNOLD LAUFER, LLP
Accountancy firm EIN	2012-12-31	112512603
2011 : MARGOLIN, WINER & EVENS RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-148,551
Total unrealized appreciation/depreciation of assets	2011-12-31	$-148,551
Total transfer of assets from this plan	2011-12-31	$213,123
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$604,933
Total loss/gain on sale of assets	2011-12-31	$-36,589
Total of all expenses incurred	2011-12-31	$294,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$264,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$846,763
Value of total assets at end of year	2011-12-31	$10,468,214
Value of total assets at beginning of year	2011-12-31	$10,370,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$29,428
Total interest from all sources	2011-12-31	$8,891
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$238,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$173,662
Administrative expenses professional fees incurred	2011-12-31	$9,700
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$711,297
Participant contributions at end of year	2011-12-31	$144,709
Participant contributions at beginning of year	2011-12-31	$50,212
Participant contributions at end of year	2011-12-31	$22,741
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$51,684
Other income not declared elsewhere	2011-12-31	$25,522
Administrative expenses (other) incurred	2011-12-31	$1,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$310,836
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,468,214
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,370,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$17,440
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,261,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,535,066
Interest on participant loans	2011-12-31	$4,076
Income. Interest from US Government securities	2011-12-31	$2,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$310,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$324,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$324,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$805,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$619,787
Asset value of US Government securities at end of year	2011-12-31	$85,009
Asset value of US Government securities at beginning of year	2011-12-31	$89,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-329,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$83,782
Employer contributions (assets) at end of year	2011-12-31	$83,782
Employer contributions (assets) at beginning of year	2011-12-31	$75,967
Income. Dividends from common stock	2011-12-31	$64,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$264,669
Contract administrator fees	2011-12-31	$1,060
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$1,754,745
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$1,675,755
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$1,668,781
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$1,705,370
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LANDAU ARNOLD LAUFER, LLP
Accountancy firm EIN	2011-12-31	112512603
2010 : MARGOLIN, WINER & EVENS RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$266,127
Total unrealized appreciation/depreciation of assets	2010-12-31	$266,127
Total transfer of assets from this plan	2010-12-31	$9,398,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,792,312
Total loss/gain on sale of assets	2010-12-31	$-97,742
Total of all expenses incurred	2010-12-31	$485,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$459,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,058,370
Value of total assets at end of year	2010-12-31	$10,370,501
Value of total assets at beginning of year	2010-12-31	$17,462,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$26,575
Total interest from all sources	2010-12-31	$6,606
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$207,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$140,758
Administrative expenses professional fees incurred	2010-12-31	$10,000
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$958,990
Participant contributions at end of year	2010-12-31	$50,212
Participant contributions at beginning of year	2010-12-31	$68,309
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$23,413
Other income not declared elsewhere	2010-12-31	$30,612
Administrative expenses (other) incurred	2010-12-31	$694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,306,648
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,370,501
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,462,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$15,516
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,535,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$13,776,817
Interest on participant loans	2010-12-31	$2,849
Income. Interest from US Government securities	2010-12-31	$3,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$324,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$173,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$173,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$619,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,882,271
Asset value of US Government securities at end of year	2010-12-31	$89,140
Asset value of US Government securities at beginning of year	2010-12-31	$64,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,321,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$75,967
Employer contributions (assets) at end of year	2010-12-31	$75,967
Employer contributions (assets) at beginning of year	2010-12-31	$93,669
Income. Dividends from common stock	2010-12-31	$66,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$459,089
Contract administrator fees	2010-12-31	$365
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$1,675,755
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$1,403,390
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$1,452,564
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$1,550,306
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LANDAU ARNOLD LAUFER, LLP
Accountancy firm EIN	2010-12-31	112512603
2009 : MARGOLIN, WINER & EVENS 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 MARGOLIN, WINER & EVENS RETIREMENT PLAN

2021: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MARGOLIN, WINER & EVENS 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: MARGOLIN, WINER & EVENS 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: MARGOLIN, WINER & EVENS 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: MARGOLIN, WINER & EVENS 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: MARGOLIN, WINER & EVENS RETIREMENT 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 – 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: MARGOLIN, WINER & EVENS RETIREMENT 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 – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MARGOLIN, WINER & EVENS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MARGOLIN, WINER & EVENS 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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHZ484

Policy instance

Insurance contract or identification number	PHZ484
Number of Individuals Covered	187
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $19,542
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type 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 $19,542
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHZ484

Policy instance

Insurance contract or identification number	PHZ484
Number of Individuals Covered	171
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $23,891
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type 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 $23,891
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORP

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHZ484

Policy instance

Insurance contract or identification number	PHZ484
Number of Individuals Covered	169
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $22,345
Total amount of fees paid to insurance company	USD $0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,345
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORP

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

777484

Policy instance

Insurance contract or identification number	777484
Number of Individuals Covered	164
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,091
Total amount of fees paid to insurance company	USD $0
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 $1,179
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHZ484

Policy instance

Insurance contract or identification number	PHZ484
Number of Individuals Covered	191
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $15,111
Total amount of fees paid to insurance company	USD $0
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
Commission paid to Insurance Broker	USD $15,111
Insurance broker organization code?	3
Insurance broker name	LINCOLN FINANCIAL SECURITIES CORP.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHZ484

Policy instance

Insurance contract or identification number	PHZ484
Number of Individuals Covered	195
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $14,730
Total amount of fees paid to insurance company	USD $0
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHZ484

Policy instance

Insurance contract or identification number	PHZ484
Number of Individuals Covered	208
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $25,143
Total amount of fees paid to insurance company	USD $0
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

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	MARGOLIN, WINER & EVENS LLP
Employer identification number (EIN):	111558868
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1994-10-28
Company Identification Number:	1863741
Legal Registered Office Address:	400 GARDEN CITY PLAZA GARDEN CITY United States of America (USA) 115303317

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
010	2022-01-01	JOHN F. SCHMUCK	2023-08-18
010	2021-01-01
010	2020-01-01
010	2019-01-01
010	2018-01-01
010	2017-01-01	STANLEY ZWILLENBERG
010	2016-01-01	STANLEY ZWILLENBERG
010	2015-01-01	STANLEY ZWILLENBERG
010	2014-01-01	STANLEY ZWILLENBERG
010	2013-01-01	STANLEY ZWILLENBERG
010	2012-01-01	STANLEY ZWILLENBERG
010	2011-01-01	STANLEY ZWILLENBERG
010	2009-01-01	STANLEY ZWILLENBERG
010	2009-01-01	STANLEY ZWILLENBERG