401k Plan data: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN plan

LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 401k Plan overview

Plan Name	LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN
Plan identification number	002

LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LEBHAR-FRIEDMAN, INC. has sponsored the creation of one or more 401k plans.

Company Name: LEBHAR-FRIEDMAN, INC.

Employer identification number (EIN): 135625619

NAIC Classification: 511190

Additional information about LEBHAR-FRIEDMAN, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1925-03-27

Company Identification Number: 20645

Legal Registered Office Address: C/O SAX-BST
855 VALLEY RD
CLIFTON
United States of America (USA)
07013

More information about LEBHAR-FRIEDMAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01 MIKE SOGAN
002 2016-01-01 MIKE SOGAN
002 2015-01-01 DANIEL J MILLS
002 2014-01-01 DANIEL J MILLS
002 2013-01-01 DANIEL J MILLS
002 2012-01-01 DANIEL J MILLS
002 2011-01-01 DANIEL J MILLS DANIEL J MILLS 2012-10-10
002 2009-01-01 DANIEL J. MILLS DANIEL J. MILLS 2010-07-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01
002	2017-01-01	MIKE SOGAN
002	2016-01-01	MIKE SOGAN
002	2015-01-01	DANIEL J MILLS
002	2014-01-01	DANIEL J MILLS
002	2013-01-01	DANIEL J MILLS
002	2012-01-01	DANIEL J MILLS
002	2011-01-01	DANIEL J MILLS	DANIEL J MILLS	2012-10-10
002	2009-01-01	DANIEL J. MILLS	DANIEL J. MILLS	2010-07-27

Plan Statistics for LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN

401k plan membership statisitcs for LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN

Measure Date Value
2018: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
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 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
2017: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 44
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 222
Total of all active and inactive participants 2017-01-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 268
Number of participants with account balances 2017-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 50
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 230
Total of all active and inactive participants 2016-01-01 280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 281
Number of participants with account balances 2016-01-01 279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 57
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 235
Total of all active and inactive participants 2015-01-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 294
Number of participants with account balances 2015-01-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 334
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 60
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 251
Total of all active and inactive participants 2014-01-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 312
Number of participants with account balances 2014-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 12
2013: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 71
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 262
Total of all active and inactive participants 2013-01-01 333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 334
Number of participants with account balances 2013-01-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 375
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 66
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 270
Total of all active and inactive participants 2012-01-01 336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 338
Number of participants with account balances 2012-01-01 335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 433
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 74
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 291
Total of all active and inactive participants 2011-01-01 365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 366
Number of participants with account balances 2011-01-01 360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 15
2009: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 614
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 274
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 253
Total of all active and inactive participants 2009-01-01 528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 530
Number of participants with account balances 2009-01-01 513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 65

Measure	Date	Value
2018: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
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	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
2017: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	44
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	222
Total of all active and inactive participants	2017-01-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	268
Number of participants with account balances	2017-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	50
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	230
Total of all active and inactive participants	2016-01-01	280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	281
Number of participants with account balances	2016-01-01	279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	57
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	235
Total of all active and inactive participants	2015-01-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	294
Number of participants with account balances	2015-01-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	334
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	60
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	251
Total of all active and inactive participants	2014-01-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	312
Number of participants with account balances	2014-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	12
2013: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	71
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	262
Total of all active and inactive participants	2013-01-01	333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	334
Number of participants with account balances	2013-01-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	375
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	66
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	270
Total of all active and inactive participants	2012-01-01	336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	338
Number of participants with account balances	2012-01-01	335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	433
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	74
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	291
Total of all active and inactive participants	2011-01-01	365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	366
Number of participants with account balances	2011-01-01	360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	15
2009: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	614
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	274
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	253
Total of all active and inactive participants	2009-01-01	528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	530
Number of participants with account balances	2009-01-01	513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	65

Financial Data on LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN

Measure	Date	Value
2018 : LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING 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	$15,663
Total income from all sources (including contributions)	2018-12-31	$677,157
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$21,038,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$21,027,711
Value of total corrective distributions	2018-12-31	$9,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$224,604
Value of total assets at end of year	2018-12-31	$0
Value of total assets at beginning of year	2018-12-31	$20,377,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,771
Total interest from all sources	2018-12-31	$783
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$100,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$100,608
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$224,604
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$29,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$15,663
Other income not declared elsewhere	2018-12-31	$110,224
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	$-20,361,756
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,361,756
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$14,048,445
Interest on participant loans	2018-12-31	$783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$6,299,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$240,938
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	$21,027,711
Contract administrator fees	2018-12-31	$1,771
Did the plan have assets held for investment	2018-12-31	No
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	Yes
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	SAX LLP
Accountancy firm EIN	2018-12-31	812950760
2017 : LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING 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	$15,663
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	$2,934,952
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,834,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,813,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$305,181
Value of total assets at end of year	2017-12-31	$20,377,419
Value of total assets at beginning of year	2017-12-31	$19,260,831
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$20,806
Total interest from all sources	2017-12-31	$1,215
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$186,326
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	$186,326
Administrative expenses professional fees incurred	2017-12-31	$12,500
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$305,181
Participant contributions at end of year	2017-12-31	$29,120
Participant contributions at beginning of year	2017-12-31	$27,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$15,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$135,634
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	$1,100,925
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,361,756
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$19,260,831
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	$14,048,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$12,736,428
Interest on participant loans	2017-12-31	$1,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$6,299,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$6,497,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,306,596
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	$1,813,221
Contract administrator fees	2017-12-31	$8,306
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	SAX LLP
Accountancy firm EIN	2017-12-31	812950760
2016 : LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING 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	$1,507,619
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,782,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,761,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$330,857
Value of total assets at end of year	2016-12-31	$19,260,831
Value of total assets at beginning of year	2016-12-31	$19,535,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$20,833
Total interest from all sources	2016-12-31	$2,658
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$224,188
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	$224,188
Administrative expenses professional fees incurred	2016-12-31	$15,000
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$330,857
Participant contributions at end of year	2016-12-31	$27,149
Participant contributions at beginning of year	2016-12-31	$69,752
Other income not declared elsewhere	2016-12-31	$145,268
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	$-274,934
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$19,260,831
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,535,765
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	$12,736,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$12,914,282
Interest on participant loans	2016-12-31	$2,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$6,497,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,551,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$804,648
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	$1,761,720
Contract administrator fees	2016-12-31	$5,833
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	SAX LLP
Accountancy firm EIN	2016-12-31	812950760
2015 : LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING 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	$648,662
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,775,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,724,178
Expenses. Certain deemed distributions of participant loans	2015-12-31	$33,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$426,481
Value of total assets at end of year	2015-12-31	$19,535,765
Value of total assets at beginning of year	2015-12-31	$21,662,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$18,120
Total interest from all sources	2015-12-31	$5,339
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$201,167
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	$201,167
Administrative expenses professional fees incurred	2015-12-31	$15,000
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$319,778
Participant contributions at end of year	2015-12-31	$69,752
Participant contributions at beginning of year	2015-12-31	$118,030
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$106,703
Other income not declared elsewhere	2015-12-31	$146,709
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	$-2,127,133
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,535,765
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$21,662,898
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	$12,914,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$15,120,026
Interest on participant loans	2015-12-31	$5,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,551,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$6,424,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-131,034
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	$2,724,178
Contract administrator fees	2015-12-31	$3,120
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	SAXBST LLP
Accountancy firm EIN	2015-12-31	464001827
2014 : LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING 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	$1,671,410
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,807,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,789,998
Value of total corrective distributions	2014-12-31	$1,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$333,336
Value of total assets at end of year	2014-12-31	$21,662,898
Value of total assets at beginning of year	2014-12-31	$21,799,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$15,863
Total interest from all sources	2014-12-31	$150,960
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$239,735
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	$239,735
Administrative expenses professional fees incurred	2014-12-31	$13,500
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$321,834
Participant contributions at end of year	2014-12-31	$118,030
Participant contributions at beginning of year	2014-12-31	$116,906
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$11,502
Other income not declared elsewhere	2014-12-31	$307
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	$-136,364
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$21,662,898
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$21,799,262
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	$15,120,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$15,344,965
Interest on participant loans	2014-12-31	$5,073
Interest earned on other investments	2014-12-31	$145,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$6,424,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$6,337,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$947,072
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	$1,789,998
Contract administrator fees	2014-12-31	$2,363
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	SAXBST LLP
Accountancy firm EIN	2014-12-31	464001827
2013 : LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING 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	$3,910,079
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$827,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$822,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$340,767
Value of total assets at end of year	2013-12-31	$21,799,262
Value of total assets at beginning of year	2013-12-31	$18,716,885
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,352
Total interest from all sources	2013-12-31	$5,048
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$209,441
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	$209,441
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$340,767
Participant contributions at end of year	2013-12-31	$116,906
Participant contributions at beginning of year	2013-12-31	$97,809
Other income not declared elsewhere	2013-12-31	$144,277
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	$3,082,377
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$21,799,262
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$18,716,885
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
Investment advisory and management fees	2013-12-31	$2
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$15,344,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,346,683
Interest on participant loans	2013-12-31	$5,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$6,337,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$6,272,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,210,546
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	$822,350
Contract administrator fees	2013-12-31	$5,350
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	SAXBST LLP
Accountancy firm EIN	2013-12-31	464001827
2012 : LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING 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	$2,416,359
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,200,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,178,953
Value of total corrective distributions	2012-12-31	$10,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$341,267
Value of total assets at end of year	2012-12-31	$18,716,885
Value of total assets at beginning of year	2012-12-31	$19,501,035
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$10,906
Total interest from all sources	2012-12-31	$4,240
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$227,430
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	$227,430
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$341,267
Participant contributions at end of year	2012-12-31	$97,809
Participant contributions at beginning of year	2012-12-31	$106,468
Other income not declared elsewhere	2012-12-31	$155,890
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	$-784,150
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$18,716,885
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$19,501,035
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	$12,346,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,364,256
Interest on participant loans	2012-12-31	$4,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$6,272,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$8,030,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,687,532
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	$3,178,953
Contract administrator fees	2012-12-31	$10,906
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	BOLLAM, SHEEDY, TORANI & CO., LLP
Accountancy firm EIN	2012-12-31	141442607
2011 : LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING 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	$388,183
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$5,443,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$5,411,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$409,711
Value of total assets at end of year	2011-12-31	$19,501,035
Value of total assets at beginning of year	2011-12-31	$24,556,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$32,121
Total interest from all sources	2011-12-31	$4,576
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$195,251
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	$195,251
Administrative expenses professional fees incurred	2011-12-31	$31,992
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$403,165
Participant contributions at end of year	2011-12-31	$106,468
Participant contributions at beginning of year	2011-12-31	$130,435
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$6,546
Other income not declared elsewhere	2011-12-31	$181,998
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	$-5,055,560
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$19,501,035
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$24,556,595
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	$11,364,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$16,974,903
Income. Interest from loans (other than to participants)	2011-12-31	$4,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$8,030,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$7,451,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-403,353
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$5,411,622
Contract administrator fees	2011-12-31	$129
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
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	BOLLAM, SHEEDY, TORANI & CO., LLP
Accountancy firm EIN	2011-12-31	141442607
2010 : LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	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	$3,137,868
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$4,414,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,407,765
Value of total corrective distributions	2010-12-31	$6,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,160,357
Value of total assets at end of year	2010-12-31	$24,556,595
Value of total assets at beginning of year	2010-12-31	$25,833,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$850
Total interest from all sources	2010-12-31	$11,415
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$263,455
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	$263,455
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,150,056
Participant contributions at end of year	2010-12-31	$130,435
Participant contributions at beginning of year	2010-12-31	$316,847
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$10,301
Other income not declared elsewhere	2010-12-31	$146,576
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	$-1,277,075
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$24,556,595
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$25,833,670
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	$16,974,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$17,420,791
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$4,192,023
Interest on participant loans	2010-12-31	$11,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$3,904,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$3,904,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$7,451,257
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,499,710
Net investment gain/loss from pooled separate accounts	2010-12-31	$56,355
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	$4,407,765
Contract administrator fees	2010-12-31	$850
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	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325
2009 : LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING 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 LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN

2018: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING 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	Yes
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: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING 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: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING 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: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING 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: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING 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: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LEBHAR-FRIEDMAN, INC. RETIREMENT INCOME PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28025

Policy instance

Insurance contract or identification number	GA28025
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28025

Policy instance

Insurance contract or identification number	GA28025
Number of Individuals Covered	267
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LEBHAR-FRIEDMAN, INC.
Employer identification number (EIN):	135625619
NAIC Classification:	511190

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1925-03-27
Company Identification Number:	20645
Legal Registered Office Address:	C/O SAX-BST 855 VALLEY RD CLIFTON United States of America (USA) 07013