401k Plan data: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST plan

MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST
Plan identification number	001

MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MAIER MARKEY & JUSTIC, LLP has sponsored the creation of one or more 401k plans.

Company Name: MAIER MARKEY & JUSTIC, LLP

Employer identification number (EIN): 133539062

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

Additional information about MAIER MARKEY & JUSTIC, LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1994-12-20

Company Identification Number: 1877422

Legal Registered Office Address: 2 LYON PLACE

WHITE PLAINS
United States of America (USA)
10601

More information about MAIER MARKEY & JUSTIC, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CHRISTOPHER GATELY
001 2016-01-01 CHRISTOPHER GATELY
001 2015-01-01 CHRISTOPHER GATELY
001 2014-01-01 CHRISTOPHER GATELY
001 2013-01-01 CHRISTOPHER GATELY
001 2012-01-01 KENNETH MAIER 2013-07-16 KENNETH MAIER 2013-07-16
001 2011-01-01 ANTHONY JUSTIC 2012-09-12 ANTHONY JUSTIC 2012-09-12
001 2010-01-01 KENNETH MAIER KENNETH MAIER 2011-10-13
001 2009-01-01 KENNETH MAIER KENNETH MAIER 2010-09-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CHRISTOPHER GATELY
001	2016-01-01	CHRISTOPHER GATELY
001	2015-01-01	CHRISTOPHER GATELY
001	2014-01-01	CHRISTOPHER GATELY
001	2013-01-01	CHRISTOPHER GATELY
001	2012-01-01	KENNETH MAIER	2013-07-16	KENNETH MAIER	2013-07-16
001	2011-01-01	ANTHONY JUSTIC	2012-09-12	ANTHONY JUSTIC	2012-09-12
001	2010-01-01	KENNETH MAIER		KENNETH MAIER	2011-10-13
001	2009-01-01	KENNETH MAIER		KENNETH MAIER	2010-09-30

Plan Statistics for MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST

401k plan membership statisitcs for MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST

Measure Date Value
2022: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 38
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 17
Total of all active and inactive participants 2022-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 55
Number of participants with account balances 2022-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 39
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 21
Total of all active and inactive participants 2021-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 60
Number of participants with account balances 2021-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 82
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 25
Total of all active and inactive participants 2020-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 107
Number of participants with account balances 2020-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 78
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 27
Total of all active and inactive participants 2019-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 105
Number of participants with account balances 2019-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 90
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 14
Total of all active and inactive participants 2018-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 104
Number of participants with account balances 2018-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 90
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 15
Total of all active and inactive participants 2017-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 105
Number of participants with account balances 2017-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 89
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 12
Total of all active and inactive participants 2016-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 101
Number of participants with account balances 2016-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 81
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 9
Total of all active and inactive participants 2015-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 90
Number of participants with account balances 2015-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 78
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 8
Total of all active and inactive participants 2014-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 86
Number of participants with account balances 2014-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 73
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 14
Total of all active and inactive participants 2013-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 87
Number of participants with account balances 2013-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2010: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 63
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 34
Total of all active and inactive participants 2010-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 97
Number of participants with account balances 2010-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 25
2009: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 121
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 13
Total of all active and inactive participants 2009-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 134
Number of participants with account balances 2009-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	38
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	17
Total of all active and inactive participants	2022-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	55
Number of participants with account balances	2022-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	39
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	21
Total of all active and inactive participants	2021-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	60
Number of participants with account balances	2021-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	82
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	25
Total of all active and inactive participants	2020-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	107
Number of participants with account balances	2020-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	78
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	27
Total of all active and inactive participants	2019-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	105
Number of participants with account balances	2019-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	90
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	14
Total of all active and inactive participants	2018-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	104
Number of participants with account balances	2018-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	90
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	15
Total of all active and inactive participants	2017-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	105
Number of participants with account balances	2017-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	89
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	12
Total of all active and inactive participants	2016-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	101
Number of participants with account balances	2016-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	81
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	9
Total of all active and inactive participants	2015-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	90
Number of participants with account balances	2015-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	78
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	8
Total of all active and inactive participants	2014-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	86
Number of participants with account balances	2014-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	73
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	14
Total of all active and inactive participants	2013-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	87
Number of participants with account balances	2013-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2010: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	63
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	34
Total of all active and inactive participants	2010-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	97
Number of participants with account balances	2010-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	25
2009: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	121
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	13
Total of all active and inactive participants	2009-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	134
Number of participants with account balances	2009-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST

Measure	Date	Value
2022 : MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-768,794
Expenses. Total of all expenses incurred	2022-12-31	$854,049
Benefits paid (including direct rollovers)	2022-12-31	$822,300
Total plan assets at end of year	2022-12-31	$7,023,063
Total plan assets at beginning of year	2022-12-31	$8,645,906
Value of fidelity bond covering the plan	2022-12-31	$5,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$385,794
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$34,983
Other income received	2022-12-31	$-1,225,876
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,622,843
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,023,063
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,645,906
Assets. Value of participant loans	2022-12-31	$68,210
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$36,305
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$8,471
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$23,278
2021 : MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-1,809,101
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,779,810
Expenses. Total of all expenses incurred	2021-12-31	$783,304
Benefits paid (including direct rollovers)	2021-12-31	$745,857
Total plan assets at end of year	2021-12-31	$8,645,906
Total plan assets at beginning of year	2021-12-31	$9,458,501
Value of fidelity bond covering the plan	2021-12-31	$5,000,000
Total contributions received or receivable from participants	2021-12-31	$400,207
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$81,122
Other income received	2021-12-31	$1,235,081
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$996,506
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,645,906
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$9,458,501
Assets. Value of participant loans	2021-12-31	$106,472
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$63,400
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$8,165
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$29,282
2020 : MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,799,489
Expenses. Total of all expenses incurred	2020-12-31	$685,241
Benefits paid (including direct rollovers)	2020-12-31	$660,880
Total plan assets at end of year	2020-12-31	$9,458,501
Total plan assets at beginning of year	2020-12-31	$8,344,253
Value of fidelity bond covering the plan	2020-12-31	$5,000,000
Total contributions received or receivable from participants	2020-12-31	$597,757
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$65,582
Other income received	2020-12-31	$1,136,150
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,114,248
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,458,501
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,344,253
Assets. Value of participant loans	2020-12-31	$129,101
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$24,361
2019 : MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,288,168
Expenses. Total of all expenses incurred	2019-12-31	$1,135,108
Benefits paid (including direct rollovers)	2019-12-31	$1,108,469
Total plan assets at end of year	2019-12-31	$8,344,253
Total plan assets at beginning of year	2019-12-31	$7,191,193
Value of fidelity bond covering the plan	2019-12-31	$5,000,000
Total contributions received or receivable from participants	2019-12-31	$597,762
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$39,433
Other income received	2019-12-31	$1,561,628
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,153,060
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,344,253
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,191,193
Assets. Value of participant loans	2019-12-31	$160,944
Total contributions received or receivable from employer(s)	2019-12-31	$89,345
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$2,138
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$24,501
2018 : MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$226,348
Expenses. Total of all expenses incurred	2018-12-31	$201,488
Benefits paid (including direct rollovers)	2018-12-31	$169,744
Total plan assets at end of year	2018-12-31	$7,191,193
Total plan assets at beginning of year	2018-12-31	$7,166,333
Value of fidelity bond covering the plan	2018-12-31	$5,000,000
Total contributions received or receivable from participants	2018-12-31	$571,699
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-433,976
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$24,860
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,191,193
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,166,333
Assets. Value of participant loans	2018-12-31	$224,681
Total contributions received or receivable from employer(s)	2018-12-31	$88,625
Value of certain deemed distributions of participant loans	2018-12-31	$8,858
Value of corrective distributions	2018-12-31	$4
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$22,882
2017 : MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,633,708
Expenses. Total of all expenses incurred	2017-12-31	$158,480
Benefits paid (including direct rollovers)	2017-12-31	$141,891
Total plan assets at end of year	2017-12-31	$7,166,333
Total plan assets at beginning of year	2017-12-31	$5,691,105
Value of fidelity bond covering the plan	2017-12-31	$5,000,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$530,971
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$59,211
Other income received	2017-12-31	$958,278
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,475,228
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,166,333
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,691,105
Assets. Value of participant loans	2017-12-31	$120,963
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$85,248
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$37
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$16,552
2016 : MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$898,586
Expenses. Total of all expenses incurred	2016-12-31	$38,682
Benefits paid (including direct rollovers)	2016-12-31	$12,507
Total plan assets at end of year	2016-12-31	$5,691,105
Total plan assets at beginning of year	2016-12-31	$4,831,201
Value of fidelity bond covering the plan	2016-12-31	$5,000,000
Total contributions received or receivable from participants	2016-12-31	$476,759
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$355,183
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$859,904
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,691,105
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,831,201
Assets. Value of participant loans	2016-12-31	$75,444
Total contributions received or receivable from employer(s)	2016-12-31	$66,644
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$10,032
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,143
2015 : MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$548,849
Expenses. Total of all expenses incurred	2015-12-31	$150,966
Benefits paid (including direct rollovers)	2015-12-31	$136,837
Total plan assets at end of year	2015-12-31	$4,831,201
Total plan assets at beginning of year	2015-12-31	$4,433,318
Value of fidelity bond covering the plan	2015-12-31	$5,000,000
Total contributions received or receivable from participants	2015-12-31	$407,242
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$80,160
Other income received	2015-12-31	$5,251
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$397,883
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,831,201
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,433,318
Assets. Value of participant loans	2015-12-31	$42,970
Total contributions received or receivable from employer(s)	2015-12-31	$56,196
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$14,129
2014 : MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$749,325
Expenses. Total of all expenses incurred	2014-12-31	$462,403
Benefits paid (including direct rollovers)	2014-12-31	$448,675
Total plan assets at end of year	2014-12-31	$4,433,318
Total plan assets at beginning of year	2014-12-31	$4,146,396
Value of fidelity bond covering the plan	2014-12-31	$5,000,000
Total contributions received or receivable from participants	2014-12-31	$369,536
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$316,982
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$286,922
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,433,318
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,146,396
Assets. Value of participant loans	2014-12-31	$65,061
Total contributions received or receivable from employer(s)	2014-12-31	$62,807
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$13,728
2013 : MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,333,874
Expenses. Total of all expenses incurred	2013-12-31	$428,386
Benefits paid (including direct rollovers)	2013-12-31	$399,816
Total plan assets at end of year	2013-12-31	$4,146,396
Total plan assets at beginning of year	2013-12-31	$3,240,908
Value of fidelity bond covering the plan	2013-12-31	$5,000,000
Total contributions received or receivable from participants	2013-12-31	$389,651
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$342,015
Other income received	2013-12-31	$602,208
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$905,488
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,146,396
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,240,908
Assets. Value of participant loans	2013-12-31	$50,414
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$26,161
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,409
2010 : MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$203,901
Total unrealized appreciation/depreciation of assets	2010-12-31	$203,901
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	$151
Total income from all sources (including contributions)	2010-12-31	$637,363
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$127,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$115,559
Expenses. Certain deemed distributions of participant loans	2010-12-31	$5,535
Value of total corrective distributions	2010-12-31	$5,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$429,973
Value of total assets at end of year	2010-12-31	$2,382,936
Value of total assets at beginning of year	2010-12-31	$1,873,336
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,444
Total interest from all sources	2010-12-31	$3,489
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
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	$321,936
Participant contributions at end of year	2010-12-31	$65,712
Participant contributions at beginning of year	2010-12-31	$82,980
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$60,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$151
Total non interest bearing cash at end of year	2010-12-31	$5,535
Total non interest bearing cash at beginning of year	2010-12-31	$151
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	$509,751
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,382,936
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,873,185
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	$1,444
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,263,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,724,592
Interest on participant loans	2010-12-31	$3,489
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	$47,993
Employer contributions (assets) at end of year	2010-12-31	$48,635
Employer contributions (assets) at beginning of year	2010-12-31	$65,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$115,559
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	BRAD S. ROSENBERG, CPA
Accountancy firm EIN	2010-12-31	113358788
2009 : MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 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 MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST

2022: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 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
2010: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MAIER MARKEY & JUSTIC, LLP 401(K) PLAN AND TRUST 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

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

Policy contract number

84038

Policy instance

Insurance contract or identification number	84038
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-10-31
Total amount of commissions paid to insurance broker	USD $18,033
Total amount of fees paid to insurance company	USD $1,110
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?	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 $18,033
Amount paid for insurance broker fees	0
Insurance broker name	MORGAN STANLEY SMITH BARNE

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

Policy contract number

84038

Policy instance

Insurance contract or identification number	84038
Number of Individuals Covered	84
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $12,099
Total amount of fees paid to insurance company	USD $1,375
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $12,099
Insurance broker organization code?	3
Amount paid for insurance broker fees	1125
Additional information about fees paid to insurance broker	MARKETING EXPENSE REIMBURSEMENT
Insurance broker name	MORGAN STANLEY AND CO INC

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Company Name:	MAIER MARKEY & JUSTIC, LLP
Employer identification number (EIN):	133539062
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1994-12-20
Company Identification Number:	1877422
Legal Registered Office Address:	2 LYON PLACE WHITE PLAINS United States of America (USA) 10601