401k Plan data: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN plan

COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 401k Plan overview

Plan Name	COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN
Plan identification number	002

COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COUGHLIN & GERHART, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name: COUGHLIN & GERHART, L.L.P.

Employer identification number (EIN): 150521967

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about COUGHLIN & GERHART, L.L.P.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1995-12-20

Company Identification Number: 1983637

Legal Registered Office Address: PO BOX 2039

BINGHAMTON
United States of America (USA)
13902

More information about COUGHLIN & GERHART, L.L.P.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01 MARK S GORGOS 2021-06-16 MARK S GORGOS 2021-06-16
002 2019-01-01 MARK S GORGOS 2020-06-29 MARK S GORGOS 2020-06-29
002 2018-01-01 MARK S GORGOS 2019-07-02 MARK S GORGOS 2019-07-02
002 2017-01-01 MARK S GORGOS 2018-06-22 MARK S GORGOS 2018-06-22
002 2016-01-01 MARK S. GORGOS 2017-07-07 MARK S. GORGOS 2017-07-07
002 2015-01-01 MARK S. GORGOS MARK S. GORGOS 2016-06-30
002 2014-01-01 MARK S. GORGOS MARK S. GORGOS 2015-06-23
002 2013-01-01 MARK S. GORGOS MARK S. GORGOS 2014-06-26
002 2012-01-01 MARK S. GORGOS MARK S. GORGOS 2013-06-27
002 2011-01-01 MARK S. GORGOS MARK S. GORGOS 2012-05-25
002 2010-01-01 MARK S. GORGOS MARK S. GORGOS 2011-06-27
002 2009-01-01 MARK S. GORGOS MARK S. GORGOS 2010-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01	MARK S GORGOS	2021-06-16	MARK S GORGOS	2021-06-16
002	2019-01-01	MARK S GORGOS	2020-06-29	MARK S GORGOS	2020-06-29
002	2018-01-01	MARK S GORGOS	2019-07-02	MARK S GORGOS	2019-07-02
002	2017-01-01	MARK S GORGOS	2018-06-22	MARK S GORGOS	2018-06-22
002	2016-01-01	MARK S. GORGOS	2017-07-07	MARK S. GORGOS	2017-07-07
002	2015-01-01	MARK S. GORGOS		MARK S. GORGOS	2016-06-30
002	2014-01-01	MARK S. GORGOS		MARK S. GORGOS	2015-06-23
002	2013-01-01	MARK S. GORGOS		MARK S. GORGOS	2014-06-26
002	2012-01-01	MARK S. GORGOS		MARK S. GORGOS	2013-06-27
002	2011-01-01	MARK S. GORGOS		MARK S. GORGOS	2012-05-25
002	2010-01-01	MARK S. GORGOS		MARK S. GORGOS	2011-06-27
002	2009-01-01	MARK S. GORGOS		MARK S. GORGOS	2010-07-15

Plan Statistics for COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN

401k plan membership statisitcs for COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN

Measure Date Value
2022: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 98
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 131
Number of participants with account balances 2022-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 100
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 28
Total of all active and inactive participants 2021-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 129
Number of participants with account balances 2021-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2015: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 78
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 95
Number of participants with account balances 2015-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 90
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 13
Total of all active and inactive participants 2014-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 103
Number of participants with account balances 2014-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 78
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 8
Total of all active and inactive participants 2013-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 86
Number of participants with account balances 2013-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 80
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 6
Total of all active and inactive participants 2012-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 86
Number of participants with account balances 2012-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 83
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 10
Total of all active and inactive participants 2011-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 93
Number of participants with account balances 2011-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 86
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 8
Total of all active and inactive participants 2010-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 94
Number of participants with account balances 2010-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 107
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 12
Total of all active and inactive participants 2009-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 119
Number of participants with account balances 2009-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	98
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	131
Number of participants with account balances	2022-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	100
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	28
Total of all active and inactive participants	2021-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	129
Number of participants with account balances	2021-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2015: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	78
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	95
Number of participants with account balances	2015-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	90
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	13
Total of all active and inactive participants	2014-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	103
Number of participants with account balances	2014-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	78
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	8
Total of all active and inactive participants	2013-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	86
Number of participants with account balances	2013-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	80
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	6
Total of all active and inactive participants	2012-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	86
Number of participants with account balances	2012-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	83
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	10
Total of all active and inactive participants	2011-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	93
Number of participants with account balances	2011-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	86
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	8
Total of all active and inactive participants	2010-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	94
Number of participants with account balances	2010-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	107
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	12
Total of all active and inactive participants	2009-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	119
Number of participants with account balances	2009-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN

Measure	Date	Value
2022 : COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,421,165
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,826,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,798,663
Expenses. Certain deemed distributions of participant loans	2022-12-31	$25,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,162,256
Value of total assets at end of year	2022-12-31	$20,557,274
Value of total assets at beginning of year	2022-12-31	$24,805,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,259
Total interest from all sources	2022-12-31	$7,514
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$622,754
Participant contributions at end of year	2022-12-31	$123,401
Participant contributions at beginning of year	2022-12-31	$155,744
Participant contributions at end of year	2022-12-31	$20,612
Participant contributions at beginning of year	2022-12-31	$19,380
Other income not declared elsewhere	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,247,919
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$20,557,274
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$24,805,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Interest on participant loans	2022-12-31	$7,514
Value of interest in common/collective trusts at end of year	2022-12-31	$20,202,927
Value of interest in common/collective trusts at beginning of year	2022-12-31	$24,403,803
Net investment gain or loss from common/collective trusts	2022-12-31	$-3,590,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$539,502
Employer contributions (assets) at end of year	2022-12-31	$210,334
Employer contributions (assets) at beginning of year	2022-12-31	$226,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,798,663
Contract administrator fees	2022-12-31	$2,259
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	INSERO & CO CPAS, LLP
Accountancy firm EIN	2022-12-31	475324570
2021 : COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,681,536
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$411,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$408,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,386,105
Value of total assets at end of year	2021-12-31	$24,805,193
Value of total assets at beginning of year	2021-12-31	$21,534,776
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,479
Total interest from all sources	2021-12-31	$9,258
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$629,360
Participant contributions at end of year	2021-12-31	$155,744
Participant contributions at beginning of year	2021-12-31	$203,575
Participant contributions at end of year	2021-12-31	$19,380
Participant contributions at beginning of year	2021-12-31	$44,831
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$213,545
Other income not declared elsewhere	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,270,417
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$24,805,193
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$21,534,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Interest on participant loans	2021-12-31	$9,258
Value of interest in common/collective trusts at end of year	2021-12-31	$24,403,803
Value of interest in common/collective trusts at beginning of year	2021-12-31	$21,057,916
Net investment gain or loss from common/collective trusts	2021-12-31	$2,286,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$543,200
Employer contributions (assets) at end of year	2021-12-31	$226,266
Employer contributions (assets) at beginning of year	2021-12-31	$228,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$408,640
Contract administrator fees	2021-12-31	$2,479
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	INSERO & CO CPAS, LLP
Accountancy firm EIN	2021-12-31	475324570
2015 : COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$604,084
Expenses. Total of all expenses incurred	2015-12-31	$302,827
Benefits paid (including direct rollovers)	2015-12-31	$300,231
Total plan assets at end of year	2015-12-31	$12,651,902
Total plan assets at beginning of year	2015-12-31	$12,350,645
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$349,213
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,596
Contributions received from other sources (not participants or employers)	2015-12-31	$153,779
Other income received	2015-12-31	$-258,143
Net income (gross income less expenses)	2015-12-31	$301,257
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$12,651,902
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$12,350,645
Assets. Value of participant loans	2015-12-31	$250,338
Total contributions received or receivable from employer(s)	2015-12-31	$359,235
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,218,694
Expenses. Total of all expenses incurred	2014-12-31	$38,785
Benefits paid (including direct rollovers)	2014-12-31	$36,442
Total plan assets at end of year	2014-12-31	$12,350,645
Total plan assets at beginning of year	2014-12-31	$11,170,736
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$335,249
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,343
Contributions received from other sources (not participants or employers)	2014-12-31	$8,813
Other income received	2014-12-31	$519,232
Net income (gross income less expenses)	2014-12-31	$1,179,909
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$12,350,645
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$11,170,736
Assets. Value of participant loans	2014-12-31	$97,176
Total contributions received or receivable from employer(s)	2014-12-31	$355,400
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,707,225
Expenses. Total of all expenses incurred	2013-12-31	$53,367
Benefits paid (including direct rollovers)	2013-12-31	$51,275
Total plan assets at end of year	2013-12-31	$11,170,736
Total plan assets at beginning of year	2013-12-31	$9,516,878
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$264,276
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,092
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,141,185
Net income (gross income less expenses)	2013-12-31	$1,653,858
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$11,170,736
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$9,516,878
Assets. Value of participant loans	2013-12-31	$140,148
Total contributions received or receivable from employer(s)	2013-12-31	$301,764
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,690,515
Expenses. Total of all expenses incurred	2012-12-31	$108,402
Benefits paid (including direct rollovers)	2012-12-31	$107,918
Total plan assets at end of year	2012-12-31	$9,516,878
Total plan assets at beginning of year	2012-12-31	$7,934,765
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$282,273
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$1,095,782
Net income (gross income less expenses)	2012-12-31	$1,582,113
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$9,516,878
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,934,765
Assets. Value of participant loans	2012-12-31	$61,986
Total contributions received or receivable from employer(s)	2012-12-31	$312,460
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$484
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$709,913
Expenses. Total of all expenses incurred	2011-12-31	$1,379,753
Benefits paid (including direct rollovers)	2011-12-31	$1,378,697
Total plan assets at end of year	2011-12-31	$7,934,765
Total plan assets at beginning of year	2011-12-31	$8,604,605
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$308,349
Contributions received from other sources (not participants or employers)	2011-12-31	$848
Other income received	2011-12-31	$-35,987
Net income (gross income less expenses)	2011-12-31	$-669,840
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$7,934,765
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$8,604,605
Assets. Value of participant loans	2011-12-31	$74,806
Total contributions received or receivable from employer(s)	2011-12-31	$436,703
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,056
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,319,797
Expenses. Total of all expenses incurred	2010-12-31	$53,361
Benefits paid (including direct rollovers)	2010-12-31	$52,415
Total plan assets at end of year	2010-12-31	$8,604,605
Total plan assets at beginning of year	2010-12-31	$7,338,169
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$287,045
Contributions received from other sources (not participants or employers)	2010-12-31	$26,241
Other income received	2010-12-31	$733,315
Net income (gross income less expenses)	2010-12-31	$1,266,436
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$8,604,605
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,338,169
Assets. Value of participant loans	2010-12-31	$89,139
Total contributions received or receivable from employer(s)	2010-12-31	$273,196
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$946
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : COUGHLIN & GERHART, L.L.P. 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 COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN

2022: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	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
2015: COUGHLIN & GERHART, L.L.P. 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COUGHLIN & GERHART, L.L.P. 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COUGHLIN & GERHART, L.L.P. 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COUGHLIN & GERHART, L.L.P. 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COUGHLIN & GERHART, L.L.P. 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
2010: COUGHLIN & GERHART, L.L.P. PROFIT SHARING PLAN 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: COUGHLIN & GERHART, L.L.P. 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

39145-001

Policy instance

Insurance contract or identification number	39145-001
Number of Individuals Covered	93
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $18,657
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

39145-001

Policy instance

Insurance contract or identification number	39145-001
Number of Individuals Covered	94
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $18,080
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	18080
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	M&T SECURITIES, INC.

Potentially related plans

COUGHLIN & GIAMBRONE LLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 161593567]

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Company Name:	COUGHLIN & GERHART, L.L.P.
Employer identification number (EIN):	150521967
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1995-12-20
Company Identification Number:	1983637
Legal Registered Office Address:	PO BOX 2039 BINGHAMTON United States of America (USA) 13902