401k Plan data: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN plan

HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 401k Plan overview

Plan Name	HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN
Plan identification number	001

HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HENRY DONEGER ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: HENRY DONEGER ASSOCIATES, INC.

Employer identification number (EIN): 132500234

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about HENRY DONEGER ASSOCIATES, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1964-03-19

Company Identification Number: 174836

Legal Registered Office Address: 80 STATE STREET
New York
ALBANY
United States of America (USA)
12207

More information about HENRY DONEGER ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARGARET LORENZ 2023-08-15
001 2021-01-01 ABRAHAM DONEGER 2022-08-29 ABRAHAM DONEGER 2022-08-29
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARGARET LORENZ ABRAHAM L DONEGER 2018-10-08
001 2016-01-01 MARGARET LORENZ MARGARET LORENZ 2017-10-02
001 2015-01-01 MARGARET LORENZ MARGARET LORENZ 2016-09-02
001 2014-01-01 MARGARET LORENZ MARGARET LORENZ 2015-10-09
001 2013-01-01 MARGARET LORENZ ABBEY DONEGER 2014-10-13
001 2012-01-01 MARGARET LORENZ
001 2011-01-01 ABRAHAM DONEGER ABRAHAM DONEGER 2012-10-01
001 2010-01-01 MARGARET LORENZ MARGARET LORENZ 2011-10-04
001 2009-01-01 ABRAHAM DONEGER ABRAHAM DONEGER 2010-09-28
001 2009-01-01 MARGARET LORENZ ABRAHAM DONEGER 2010-09-28
001 2009-01-01 MARGARET LORENZ MARGARET LORENZ 2010-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MARGARET LORENZ	2023-08-15
001	2021-01-01	ABRAHAM DONEGER	2022-08-29	ABRAHAM DONEGER	2022-08-29
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARGARET LORENZ		ABRAHAM L DONEGER	2018-10-08
001	2016-01-01	MARGARET LORENZ		MARGARET LORENZ	2017-10-02
001	2015-01-01	MARGARET LORENZ		MARGARET LORENZ	2016-09-02
001	2014-01-01	MARGARET LORENZ		MARGARET LORENZ	2015-10-09
001	2013-01-01	MARGARET LORENZ		ABBEY DONEGER	2014-10-13
001	2012-01-01	MARGARET LORENZ
001	2011-01-01	ABRAHAM DONEGER		ABRAHAM DONEGER	2012-10-01
001	2010-01-01	MARGARET LORENZ		MARGARET LORENZ	2011-10-04
001	2009-01-01	ABRAHAM DONEGER		ABRAHAM DONEGER	2010-09-28
001	2009-01-01	MARGARET LORENZ		ABRAHAM DONEGER	2010-09-28
001	2009-01-01	MARGARET LORENZ		MARGARET LORENZ	2010-10-06

Plan Statistics for HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN

401k plan membership statisitcs for HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN

Measure Date Value
2020: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 32
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 46
Total of all active and inactive participants 2020-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 78
Number of participants with account balances 2020-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 67
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 42
Total of all active and inactive participants 2019-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 109
Number of participants with account balances 2019-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 92
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 34
Total of all active and inactive participants 2018-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 126
Number of participants with account balances 2018-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 111
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 28
Total of all active and inactive participants 2017-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 139
Number of participants with account balances 2017-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 114
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 24
Total of all active and inactive participants 2016-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 138
Number of participants with account balances 2016-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 121
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 31
Total of all active and inactive participants 2015-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 152
Number of participants with account balances 2015-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 105
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 45
Total of all active and inactive participants 2014-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 150
Number of participants with account balances 2014-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 116
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 42
Total of all active and inactive participants 2013-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 159
Number of participants with account balances 2013-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 112
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 44
Total of all active and inactive participants 2012-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 157
Number of participants with account balances 2012-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 110
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 47
Total of all active and inactive participants 2011-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 158
Number of participants with account balances 2011-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 98
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 46
Total of all active and inactive participants 2010-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 145
Number of participants with account balances 2010-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 122
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 38
Total of all active and inactive participants 2009-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 161
Number of participants with account balances 2009-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	32
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	46
Total of all active and inactive participants	2020-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	78
Number of participants with account balances	2020-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	67
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	42
Total of all active and inactive participants	2019-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	109
Number of participants with account balances	2019-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	92
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	34
Total of all active and inactive participants	2018-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	126
Number of participants with account balances	2018-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	111
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	28
Total of all active and inactive participants	2017-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	139
Number of participants with account balances	2017-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	114
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	24
Total of all active and inactive participants	2016-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	138
Number of participants with account balances	2016-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	121
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	31
Total of all active and inactive participants	2015-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	152
Number of participants with account balances	2015-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	105
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	45
Total of all active and inactive participants	2014-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	150
Number of participants with account balances	2014-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	116
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	42
Total of all active and inactive participants	2013-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	159
Number of participants with account balances	2013-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	112
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	44
Total of all active and inactive participants	2012-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	157
Number of participants with account balances	2012-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	110
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	47
Total of all active and inactive participants	2011-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	158
Number of participants with account balances	2011-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	98
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	46
Total of all active and inactive participants	2010-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	145
Number of participants with account balances	2010-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	122
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	38
Total of all active and inactive participants	2009-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	161
Number of participants with account balances	2009-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN

Measure	Date	Value
2020 : HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,093,482
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,223,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,221,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$315,284
Value of total assets at end of year	2020-12-31	$11,608,499
Value of total assets at beginning of year	2020-12-31	$12,738,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,999
Total interest from all sources	2020-12-31	$6,427
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$504,653
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	$504,653
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$312,498
Participant contributions at end of year	2020-12-31	$4,622
Participant contributions at beginning of year	2020-12-31	$29,888
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,786
Other income not declared elsewhere	2020-12-31	$217
Administrative expenses (other) incurred	2020-12-31	$1,999
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	$-1,130,156
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,608,499
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,738,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,954,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,940,746
Interest on participant loans	2020-12-31	$665
Interest earned on other investments	2020-12-31	$5,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$649,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$768,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,266,901
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,221,639
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	BERDON LLP
Accountancy firm EIN	2020-12-31	130485070
2019 : HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,019,525
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,867,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,863,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$622,501
Value of total assets at end of year	2019-12-31	$12,738,655
Value of total assets at beginning of year	2019-12-31	$11,586,279
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,025
Total interest from all sources	2019-12-31	$15,885
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$842,422
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	$842,422
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$592,823
Participant contributions at end of year	2019-12-31	$29,888
Participant contributions at beginning of year	2019-12-31	$76,835
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$29,678
Other income not declared elsewhere	2019-12-31	$438
Administrative expenses (other) incurred	2019-12-31	$4,025
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	$1,152,376
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,738,655
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,586,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,940,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,556,041
Interest on participant loans	2019-12-31	$2,212
Interest earned on other investments	2019-12-31	$13,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$768,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$953,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,538,279
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,863,124
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BERDON LLP
Accountancy firm EIN	2019-12-31	130485070
2018 : HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$88,056
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$441,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$440,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$684,719
Value of total assets at end of year	2018-12-31	$11,586,279
Value of total assets at beginning of year	2018-12-31	$11,939,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$750
Total interest from all sources	2018-12-31	$15,405
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$910,918
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	$910,918
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$642,304
Participant contributions at end of year	2018-12-31	$76,835
Participant contributions at beginning of year	2018-12-31	$161,743
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$42,415
Other income not declared elsewhere	2018-12-31	$1,445
Administrative expenses (other) incurred	2018-12-31	$750
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	$-352,985
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,586,279
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,939,264
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	$10,556,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,897,335
Interest on participant loans	2018-12-31	$6,192
Interest earned on other investments	2018-12-31	$9,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$953,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$880,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,524,431
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$440,291
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	BERDON LLP
Accountancy firm EIN	2018-12-31	130485070
2017 : HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,771,245
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,220,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,207,439
Value of total corrective distributions	2017-12-31	$10,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$893,126
Value of total assets at end of year	2017-12-31	$11,939,264
Value of total assets at beginning of year	2017-12-31	$11,388,026
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,650
Total interest from all sources	2017-12-31	$16,058
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$652,172
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	$652,172
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$679,358
Participant contributions at end of year	2017-12-31	$161,743
Participant contributions at beginning of year	2017-12-31	$134,527
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$213,768
Administrative expenses (other) incurred	2017-12-31	$1,650
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	$551,238
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,939,264
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,388,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,897,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,251,169
Interest on participant loans	2017-12-31	$7,146
Interest earned on other investments	2017-12-31	$8,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$880,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,002,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,209,889
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,207,439
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	BERDON LLP
Accountancy firm EIN	2017-12-31	130485070
2016 : HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,599,179
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$504,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$502,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$739,774
Value of total assets at end of year	2016-12-31	$11,388,026
Value of total assets at beginning of year	2016-12-31	$10,293,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,700
Total interest from all sources	2016-12-31	$17,591
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$594,305
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	$594,305
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$681,878
Participant contributions at end of year	2016-12-31	$134,527
Participant contributions at beginning of year	2016-12-31	$109,650
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$57,896
Other income not declared elsewhere	2016-12-31	$15
Administrative expenses (other) incurred	2016-12-31	$1,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,094,558
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,388,026
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,293,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,251,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,211,292
Interest on participant loans	2016-12-31	$7,389
Interest earned on other investments	2016-12-31	$10,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,002,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$972,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$247,494
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$502,921
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BERDON LLP
Accountancy firm EIN	2016-12-31	130485070
2015 : HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$744,473
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$783,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$781,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$691,017
Value of total assets at end of year	2015-12-31	$10,293,468
Value of total assets at beginning of year	2015-12-31	$10,332,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,000
Total interest from all sources	2015-12-31	$13,374
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$627,901
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	$627,901
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$691,017
Participant contributions at end of year	2015-12-31	$109,650
Participant contributions at beginning of year	2015-12-31	$72,432
Other income not declared elsewhere	2015-12-31	$-201
Administrative expenses (other) incurred	2015-12-31	$2,000
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	$-39,202
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,293,468
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,332,670
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,211,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,233,938
Interest on participant loans	2015-12-31	$3,925
Interest earned on other investments	2015-12-31	$9,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$972,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,026,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-587,618
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$781,675
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BERDON LLP
Accountancy firm EIN	2015-12-31	130485070
2014 : HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
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	$1,334,520
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$327,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$326,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$644,899
Value of total assets at end of year	2014-12-31	$10,332,670
Value of total assets at beginning of year	2014-12-31	$9,325,198
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$450
Total interest from all sources	2014-12-31	$3,128
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$463,351
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	$463,351
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$633,155
Participant contributions at end of year	2014-12-31	$72,432
Participant contributions at beginning of year	2014-12-31	$35,733
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$11,744
Administrative expenses (other) incurred	2014-12-31	$450
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	$1,007,472
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,332,670
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,325,198
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	$9,233,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,289,465
Interest on participant loans	2014-12-31	$3,100
Interest earned on other investments	2014-12-31	$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,026,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$223,142
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$326,598
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	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BERDON LLP
Accountancy firm EIN	2014-12-31	130485070
2013 : HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
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	$2,353,437
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$344,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$343,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$579,584
Value of total assets at end of year	2013-12-31	$9,325,198
Value of total assets at beginning of year	2013-12-31	$7,316,128
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$500
Total interest from all sources	2013-12-31	$1,701
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$370,832
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	$370,832
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$579,584
Participant contributions at end of year	2013-12-31	$35,733
Participant contributions at beginning of year	2013-12-31	$36,191
Administrative expenses (other) incurred	2013-12-31	$500
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	$2,009,070
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,325,198
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,316,128
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	$9,289,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,279,937
Interest on participant loans	2013-12-31	$1,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,401,320
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$343,867
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BERDON LLP
Accountancy firm EIN	2013-12-31	130485070
2012 : HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$1,478,177
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$476,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$476,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$601,982
Value of total assets at end of year	2012-12-31	$7,316,128
Value of total assets at beginning of year	2012-12-31	$6,314,843
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$350
Total interest from all sources	2012-12-31	$1,682
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$146,517
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	$146,517
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$601,982
Participant contributions at end of year	2012-12-31	$36,191
Participant contributions at beginning of year	2012-12-31	$20,458
Administrative expenses (other) incurred	2012-12-31	$350
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	$1,001,285
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,316,128
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,314,843
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,279,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,294,385
Interest on participant loans	2012-12-31	$1,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$727,996
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$476,542
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
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	BERDON LLP
Accountancy firm EIN	2012-12-31	130485070
2011 : HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$436,955
Total loss/gain on sale of assets	2011-12-31	$53,544
Total of all expenses incurred	2011-12-31	$385,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$384,910
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$582,900
Value of total assets at end of year	2011-12-31	$6,314,843
Value of total assets at beginning of year	2011-12-31	$6,263,098
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$300
Total interest from all sources	2011-12-31	$1,424
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$99,581
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	$99,581
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$582,900
Participant contributions at end of year	2011-12-31	$20,458
Participant contributions at beginning of year	2011-12-31	$24,486
Other income not declared elsewhere	2011-12-31	$3
Administrative expenses (other) incurred	2011-12-31	$300
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	$51,745
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,314,843
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,263,098
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,294,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,238,612
Interest on participant loans	2011-12-31	$1,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-300,497
Net investment gain or loss from common/collective trusts	2011-12-31	$0
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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$384,910
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	2011-12-31	Yes
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	$1,642,287
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$1,588,743
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	BERDON LLP
Accountancy firm EIN	2011-12-31	130485070
2010 : HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$1,221,872
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$144,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$144,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$543,541
Value of total assets at end of year	2010-12-31	$6,263,098
Value of total assets at beginning of year	2010-12-31	$5,186,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$250
Total interest from all sources	2010-12-31	$1,834
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$50,578
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	$50,578
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$543,541
Participant contributions at end of year	2010-12-31	$24,486
Participant contributions at beginning of year	2010-12-31	$35,958
Participant contributions at beginning of year	2010-12-31	$96
Administrative expenses (other) incurred	2010-12-31	$250
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	$1,077,034
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,263,098
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,186,064
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,238,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,150,010
Interest on participant loans	2010-12-31	$1,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$625,919
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$144,588
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
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	BERDON LLP
Accountancy firm EIN	2010-12-31	130485070
2009 : HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS 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 HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN

2020: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
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: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
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: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – 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: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – 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: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS 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: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS 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 – Trust	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

YH1184

Policy instance

Insurance contract or identification number	YH1184
Number of Individuals Covered	78
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

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

Policy contract number

YH1184

Policy instance

Insurance contract or identification number	YH1184
Number of Individuals Covered	109
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

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

Policy contract number

YH1184

Policy instance

Insurance contract or identification number	YH1184
Number of Individuals Covered	139
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

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

Policy contract number

YH1184

Policy instance

Insurance contract or identification number	YH1184
Number of Individuals Covered	152
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
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

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

Policy contract number

YH1184

Policy instance

Insurance contract or identification number	YH1184
Number of Individuals Covered	150
Insurance policy start date	2014-12-30
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
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

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Company Name:	HENRY DONEGER ASSOCIATES, INC.
Employer identification number (EIN):	132500234
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1964-03-19
Company Identification Number:	174836
Legal Registered Office Address:	80 STATE STREET New York ALBANY United States of America (USA) 12207