401k Plan data: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN plan

GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN
Plan identification number	001

GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
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

GOLDBERG SEGALLA LLP has sponsored the creation of one or more 401k plans.

Company Name: GOLDBERG SEGALLA LLP

Employer identification number (EIN): 161603155

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about GOLDBERG SEGALLA LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2001-03-30

Company Identification Number: 2622893

Legal Registered Office Address: 665 MAIN STREET
SUITE 400
BUFFALO
United States of America (USA)
14203

More information about GOLDBERG SEGALLA LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 AMANDA J SPENCER
001 2016-01-01 AMANDA J. SPENCER
001 2015-01-01 RICHARD J. COHEN RICHARD J. COHEN 2016-10-17
001 2014-01-01 RICHARD J. COHEN RICHARD J. COHEN 2015-10-15
001 2013-01-01 RICHARD J. COHEN RICHARD J. COHEN 2014-10-15
001 2012-01-01 JENNIFER MAJEWSKI JENNIFER MAJEWSKI 2013-10-15
001 2011-01-01 RICHARD COHEN RICHARD COHEN 2012-10-29
001 2010-01-01 RICHARD J. COHEN
001 2009-01-01 RICHARD J. COHEN RICHARD J. COHEN 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	AMANDA J SPENCER
001	2016-01-01	AMANDA J. SPENCER
001	2015-01-01	RICHARD J. COHEN	RICHARD J. COHEN	2016-10-17
001	2014-01-01	RICHARD J. COHEN	RICHARD J. COHEN	2015-10-15
001	2013-01-01	RICHARD J. COHEN	RICHARD J. COHEN	2014-10-15
001	2012-01-01	JENNIFER MAJEWSKI	JENNIFER MAJEWSKI	2013-10-15
001	2011-01-01	RICHARD COHEN	RICHARD COHEN	2012-10-29
001	2010-01-01	RICHARD J. COHEN
001	2009-01-01	RICHARD J. COHEN	RICHARD J. COHEN	2010-10-15

Plan Statistics for GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN

Measure Date Value
2022: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,113
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 823
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 299
Total of all active and inactive participants 2022-01-01 1,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 1,125
Number of participants with account balances 2022-01-01 1,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 145
2021: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,124
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 821
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 268
Total of all active and inactive participants 2021-01-01 1,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 1,092
Number of participants with account balances 2021-01-01 1,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 156
2020: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,132
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 747
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 206
Total of all active and inactive participants 2020-01-01 953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 955
Number of participants with account balances 2020-01-01 889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 226
2019: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,021
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 987
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 119
Total of all active and inactive participants 2019-01-01 1,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,107
Number of participants with account balances 2019-01-01 1,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 128
2018: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 921
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 908
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 111
Total of all active and inactive participants 2018-01-01 1,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,019
Number of participants with account balances 2018-01-01 888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 88
2017: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 792
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 755
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 174
Total of all active and inactive participants 2017-01-01 929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 929
Number of participants with account balances 2017-01-01 831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 77
2016: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 616
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 671
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 110
Total of all active and inactive participants 2016-01-01 781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 781
Number of participants with account balances 2016-01-01 678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 20
2015: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 477
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 551
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 59
Total of all active and inactive participants 2015-01-01 610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 610
Number of participants with account balances 2015-01-01 498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 14
2014: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 396
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 418
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 57
Total of all active and inactive participants 2014-01-01 475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 475
Number of participants with account balances 2014-01-01 381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 333
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 337
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 56
Total of all active and inactive participants 2013-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 393
Number of participants with account balances 2013-01-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 279
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 52
Total of all active and inactive participants 2012-01-01 331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 331
Number of participants with account balances 2012-01-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 237
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 49
Total of all active and inactive participants 2011-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 286
Number of participants with account balances 2011-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 213
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 43
Total of all active and inactive participants 2010-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 256
Number of participants with account balances 2010-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6
2009: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 195
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 40
Total of all active and inactive participants 2009-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 235
Number of participants with account balances 2009-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 11

Measure	Date	Value
2022: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,113
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	823
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	299
Total of all active and inactive participants	2022-01-01	1,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	1,125
Number of participants with account balances	2022-01-01	1,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	145
2021: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,124
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	821
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	268
Total of all active and inactive participants	2021-01-01	1,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	1,092
Number of participants with account balances	2021-01-01	1,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	156
2020: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,132
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	747
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	206
Total of all active and inactive participants	2020-01-01	953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	955
Number of participants with account balances	2020-01-01	889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	226
2019: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,021
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	987
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	119
Total of all active and inactive participants	2019-01-01	1,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,107
Number of participants with account balances	2019-01-01	1,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	128
2018: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	921
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	908
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	111
Total of all active and inactive participants	2018-01-01	1,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,019
Number of participants with account balances	2018-01-01	888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	88
2017: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	792
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	755
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	174
Total of all active and inactive participants	2017-01-01	929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	929
Number of participants with account balances	2017-01-01	831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	77
2016: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	616
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	671
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	110
Total of all active and inactive participants	2016-01-01	781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	781
Number of participants with account balances	2016-01-01	678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	20
2015: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	477
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	551
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	59
Total of all active and inactive participants	2015-01-01	610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	610
Number of participants with account balances	2015-01-01	498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	14
2014: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	396
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	418
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	57
Total of all active and inactive participants	2014-01-01	475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	475
Number of participants with account balances	2014-01-01	381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	333
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	337
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	56
Total of all active and inactive participants	2013-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	393
Number of participants with account balances	2013-01-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	279
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	52
Total of all active and inactive participants	2012-01-01	331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	331
Number of participants with account balances	2012-01-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	237
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	49
Total of all active and inactive participants	2011-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	286
Number of participants with account balances	2011-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	213
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	43
Total of all active and inactive participants	2010-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	256
Number of participants with account balances	2010-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6
2009: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	195
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	40
Total of all active and inactive participants	2009-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	235
Number of participants with account balances	2009-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	11

Financial Data on GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : GOLDBERG SEGALLA RETIREMENT SAVINGS 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	$-5,172,210
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,432,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,391,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$11,265,567
Value of total assets at end of year	2022-12-31	$78,156,473
Value of total assets at beginning of year	2022-12-31	$87,760,900
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$41,132
Total interest from all sources	2022-12-31	$25,254
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,204,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,204,887
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	$6,970,683
Participant contributions at end of year	2022-12-31	$663,768
Participant contributions at beginning of year	2022-12-31	$728,563
Participant contributions at end of year	2022-12-31	$34,779
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,790,833
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	$-9,604,427
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$78,156,473
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$87,760,900
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$73,635,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$83,737,841
Value of interest in pooled separate accounts at end of year	2022-12-31	$421,422
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$520,411
Interest on participant loans	2022-12-31	$25,254
Value of interest in common/collective trusts at end of year	2022-12-31	$3,292,148
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,658,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-17,285,644
Net investment gain/loss from pooled separate accounts	2022-12-31	$-146,422
Net investment gain or loss from common/collective trusts	2022-12-31	$-235,852
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	$2,504,051
Employer contributions (assets) at end of year	2022-12-31	$108,629
Employer contributions (assets) at beginning of year	2022-12-31	$115,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,391,085
Contract administrator fees	2022-12-31	$41,132
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	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2022-12-31	454051133
2021 : GOLDBERG SEGALLA RETIREMENT SAVINGS 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	$20,225,829
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$8,083,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$8,030,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$10,390,281
Value of total assets at end of year	2021-12-31	$87,760,900
Value of total assets at beginning of year	2021-12-31	$75,618,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$52,534
Total interest from all sources	2021-12-31	$27,634
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$892,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$892,611
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$6,385,718
Participant contributions at end of year	2021-12-31	$728,563
Participant contributions at beginning of year	2021-12-31	$698,313
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,021,028
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	$12,142,511
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$87,760,900
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$75,618,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$28,819
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$83,737,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$61,666,467
Value of interest in pooled separate accounts at end of year	2021-12-31	$520,411
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$2,643,813
Interest on participant loans	2021-12-31	$27,634
Value of interest in common/collective trusts at end of year	2021-12-31	$2,658,546
Value of interest in common/collective trusts at beginning of year	2021-12-31	$10,609,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$7,520,164
Net investment gain/loss from pooled separate accounts	2021-12-31	$485,658
Net investment gain or loss from common/collective trusts	2021-12-31	$909,481
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	$1,983,535
Employer contributions (assets) at end of year	2021-12-31	$115,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,030,784
Contract administrator fees	2021-12-31	$23,715
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	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2021-12-31	454051133
2020 : GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$18,458,977
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,887,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,850,931
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$8,322,229
Value of total assets at end of year	2020-12-31	$75,618,389
Value of total assets at beginning of year	2020-12-31	$62,047,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$36,671
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$30,894
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$643,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$643,575
Administrative expenses professional fees incurred	2020-12-31	$19,302
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$6,189,505
Participant contributions at end of year	2020-12-31	$698,313
Participant contributions at beginning of year	2020-12-31	$682,707
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,251,527
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$13,571,375
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$75,618,389
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$62,047,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$61,666,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$52,531,785
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,643,813
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,845,054
Interest on participant loans	2020-12-31	$30,894
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$10,609,796
Value of interest in common/collective trusts at beginning of year	2020-12-31	$6,911,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$8,053,337
Net investment gain/loss from pooled separate accounts	2020-12-31	$219,415
Net investment gain or loss from common/collective trusts	2020-12-31	$1,189,527
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$881,197
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$75,913
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,850,931
Contract administrator fees	2020-12-31	$17,369
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2020-12-31	454051133
2019 : GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$22,495
Total income from all sources (including contributions)	2019-12-31	$20,914,562
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,595,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,580,206
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$10,523,893
Value of total assets at end of year	2019-12-31	$62,047,014
Value of total assets at beginning of year	2019-12-31	$44,750,154
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$15,001
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$31,466
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$751,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$751,767
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$5,943,176
Participant contributions at end of year	2019-12-31	$682,707
Participant contributions at beginning of year	2019-12-31	$532,934
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,392,094
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$22,495
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$17,319,355
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$62,047,014
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$44,727,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$52,531,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$40,369,096
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,845,054
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$820,277
Interest on participant loans	2019-12-31	$31,466
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$6,911,555
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,027,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,742,638
Net investment gain/loss from pooled separate accounts	2019-12-31	$290,101
Net investment gain or loss from common/collective trusts	2019-12-31	$574,697
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,188,623
Employer contributions (assets) at end of year	2019-12-31	$75,913
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,580,206
Contract administrator fees	2019-12-31	$15,001
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2019-12-31	454051133
2018 : GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$22,495
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$4,984,423
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,948,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,841,214
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$8,083,308
Value of total assets at end of year	2018-12-31	$44,750,154
Value of total assets at beginning of year	2018-12-31	$45,691,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$107,064
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$17,877
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$673,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$673,132
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$4,864,447
Participant contributions at end of year	2018-12-31	$532,934
Participant contributions at beginning of year	2018-12-31	$396,961
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,527,054
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$22,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$242
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$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	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-963,855
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$44,727,659
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$45,691,514
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$40,369,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$44,781,798
Value of interest in pooled separate accounts at end of year	2018-12-31	$820,277
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$17,877
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$3,027,847
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$441,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$441,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,638,414
Net investment gain/loss from pooled separate accounts	2018-12-31	$-91,950
Net investment gain or loss from common/collective trusts	2018-12-31	$-59,530
Net gain/loss from 103.12 investment entities	2018-12-31	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,691,807
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$71,000
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,841,214
Contract administrator fees	2018-12-31	$106,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
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	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2018-12-31	454051133
2017 : GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$14,001,222
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,857,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,691,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$7,418,996
Value of total assets at end of year	2017-12-31	$45,691,514
Value of total assets at beginning of year	2017-12-31	$34,547,871
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$165,995
Total interest from all sources	2017-12-31	$15,878
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$613,177
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	$613,177
Administrative expenses professional fees incurred	2017-12-31	$13,500
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
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	$4,023,581
Participant contributions at end of year	2017-12-31	$396,961
Participant contributions at beginning of year	2017-12-31	$307,096
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,801,976
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	$11,143,643
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$45,691,514
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$34,547,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$97,025
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$44,781,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$33,509,900
Interest on participant loans	2017-12-31	$13,708
Income. Interest from loans (other than to participants)	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$441,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$690,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$690,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,953,171
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	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,593,439
Employer contributions (assets) at end of year	2017-12-31	$71,000
Employer contributions (assets) at beginning of year	2017-12-31	$40,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,691,584
Contract administrator fees	2017-12-31	$55,470
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	FREED MAXICK, CPAS, PC
Accountancy firm EIN	2017-12-31	454051133
2016 : GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$7,602,052
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$971,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$843,410
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,376,735
Value of total assets at end of year	2016-12-31	$34,547,871
Value of total assets at beginning of year	2016-12-31	$27,917,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$128,502
Total interest from all sources	2016-12-31	$10,376
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$576,406
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	$576,406
Administrative expenses professional fees incurred	2016-12-31	$13,000
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
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	$3,259,460
Participant contributions at end of year	2016-12-31	$307,096
Participant contributions at beginning of year	2016-12-31	$361,595
Participant contributions at end of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$942,435
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	$6,630,140
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$34,547,871
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$27,917,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$71,940
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$33,509,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$27,051,425
Interest on participant loans	2016-12-31	$10,311
Income. Interest from loans (other than to participants)	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$690,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$504,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$504,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$65
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,638,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,174,840
Employer contributions (assets) at end of year	2016-12-31	$40,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$843,410
Contract administrator fees	2016-12-31	$43,562
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	FREED MAXICK, CPAS, PC
Accountancy firm EIN	2016-12-31	454051133
2015 : GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$11,714
Total income from all sources (including contributions)	2015-12-31	$5,197,115
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,677,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,574,459
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,557,214
Value of total assets at end of year	2015-12-31	$27,917,731
Value of total assets at beginning of year	2015-12-31	$24,410,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$103,336
Total interest from all sources	2015-12-31	$11,547
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$470,783
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	$470,783
Administrative expenses professional fees incurred	2015-12-31	$12,300
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
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	$2,580,876
Participant contributions at end of year	2015-12-31	$361,595
Participant contributions at beginning of year	2015-12-31	$365,563
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,319,182
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	$3,519,320
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$27,917,731
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$24,398,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$35,300
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$27,051,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$23,394,042
Interest on participant loans	2015-12-31	$11,547
Income. Interest from loans (other than to participants)	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$504,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$650,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$650,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-842,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$657,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,574,459
Contract administrator fees	2015-12-31	$55,736
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$11,714
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	FREED MAXICK, CPAS, PC
Accountancy firm EIN	2015-12-31	454051133
2014 : GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$11,714
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	$5,031,891
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$694,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$611,649
Expenses. Certain deemed distributions of participant loans	2014-12-31	$19,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,470,534
Value of total assets at end of year	2014-12-31	$24,410,125
Value of total assets at beginning of year	2014-12-31	$20,061,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$63,543
Total interest from all sources	2014-12-31	$9,402
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$442,735
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	$442,735
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	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	$2,076,702
Participant contributions at end of year	2014-12-31	$365,563
Participant contributions at beginning of year	2014-12-31	$280,604
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$120,548
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$620,426
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	$4,337,285
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$24,398,411
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$20,061,126
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
Investment advisory and management fees	2014-12-31	$43,512
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$23,394,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$18,769,249
Interest on participant loans	2014-12-31	$9,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$650,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$794,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$794,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,109,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$773,406
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$96,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$611,649
Contract administrator fees	2014-12-31	$20,031
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$11,714
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	FREED MAXICK, CPAS, PC
Accountancy firm EIN	2014-12-31	454051133
2013 : GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$17,837
Total income from all sources (including contributions)	2013-12-31	$5,994,089
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,010,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,008,249
Value of total corrective distributions	2013-12-31	$639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,766,532
Value of total assets at end of year	2013-12-31	$20,061,126
Value of total assets at beginning of year	2013-12-31	$16,094,908
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,146
Total interest from all sources	2013-12-31	$9,900
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$332,621
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	$332,621
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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	$1,803,039
Participant contributions at end of year	2013-12-31	$280,604
Participant contributions at beginning of year	2013-12-31	$267,493
Participant contributions at end of year	2013-12-31	$120,548
Participant contributions at beginning of year	2013-12-31	$141,959
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$327,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$17,837
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	$3,984,055
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$20,061,126
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$16,077,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$18,769,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$14,998,695
Interest on participant loans	2013-12-31	$8,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$794,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$628,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$628,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$911
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,885,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$635,750
Employer contributions (assets) at end of year	2013-12-31	$96,658
Employer contributions (assets) at beginning of year	2013-12-31	$58,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,008,249
Contract administrator fees	2013-12-31	$1,146
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	FREED MAXICK, CPAS
Accountancy firm EIN	2013-12-31	454051133
2012 : GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$17,837
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	$4,022,693
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$411,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$409,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,347,535
Value of total assets at end of year	2012-12-31	$16,094,908
Value of total assets at beginning of year	2012-12-31	$12,465,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,350
Total interest from all sources	2012-12-31	$7,168
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$236,329
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	$236,329
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
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	$1,454,300
Participant contributions at end of year	2012-12-31	$267,493
Participant contributions at beginning of year	2012-12-31	$250,527
Participant contributions at end of year	2012-12-31	$141,959
Participant contributions at beginning of year	2012-12-31	$33,558
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$367,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$17,837
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	$3,611,444
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$16,077,071
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,465,627
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	$14,998,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,623,473
Interest on participant loans	2012-12-31	$7,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$628,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$534,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$534,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$84
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,431,661
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	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$525,951
Employer contributions (assets) at end of year	2012-12-31	$58,367
Employer contributions (assets) at beginning of year	2012-12-31	$23,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$409,899
Contract administrator fees	2012-12-31	$1,350
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	FREED MAXICK, CPAS
Accountancy firm EIN	2012-12-31	454051133
2011 : GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,728,272
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$581,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$577,418
Value of total corrective distributions	2011-12-31	$2,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,035,216
Value of total assets at end of year	2011-12-31	$12,465,627
Value of total assets at beginning of year	2011-12-31	$11,318,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,600
Total interest from all sources	2011-12-31	$6,237
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$192,276
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	$192,276
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,266,617
Participant contributions at end of year	2011-12-31	$250,527
Participant contributions at beginning of year	2011-12-31	$149,456
Participant contributions at end of year	2011-12-31	$33,558
Participant contributions at beginning of year	2011-12-31	$43,066
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$308,824
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	$1,146,908
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,465,627
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,318,719
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	$11,623,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,861,898
Interest on participant loans	2011-12-31	$6,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$534,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$248,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$248,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$59
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-505,457
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	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$459,775
Employer contributions (assets) at end of year	2011-12-31	$23,939
Employer contributions (assets) at beginning of year	2011-12-31	$15,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$577,418
Contract administrator fees	2011-12-31	$1,600
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	FREED MAXICK, CPAS, PC
Accountancy firm EIN	2011-12-31	454051133
2010 : GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,927,290
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$450,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$449,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,738,612
Value of total assets at end of year	2010-12-31	$11,318,719
Value of total assets at beginning of year	2010-12-31	$8,842,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,125
Total interest from all sources	2010-12-31	$6,086
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$232,480
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	$232,480
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
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	$1,098,623
Participant contributions at end of year	2010-12-31	$149,456
Participant contributions at beginning of year	2010-12-31	$100,428
Participant contributions at end of year	2010-12-31	$43,066
Participant contributions at beginning of year	2010-12-31	$88,337
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$256,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,476,492
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,318,719
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,842,227
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	$10,861,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,311,004
Interest on participant loans	2010-12-31	$6,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$248,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$309,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$309,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$44
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$950,112
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	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$383,056
Employer contributions (assets) at end of year	2010-12-31	$15,919
Employer contributions (assets) at beginning of year	2010-12-31	$33,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$449,673
Contract administrator fees	2010-12-31	$1,125
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	FREED MAXICK AND BATTAGLIA,CPAS, PC
Accountancy firm EIN	2010-12-31	161608956
2009 : GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN

2022: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GOLDBERG SEGALLA RETIREMENT SAVINGS 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

721337

Policy instance

Insurance contract or identification number	721337
Number of Individuals Covered	1125
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

721337

Policy instance

Insurance contract or identification number	721337
Number of Individuals Covered	1092
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

721337

Policy instance

Insurance contract or identification number	721337
Number of Individuals Covered	955
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

721337

Policy instance

Insurance contract or identification number	721337
Number of Individuals Covered	1107
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

721337

Policy instance

Insurance contract or identification number	721337
Number of Individuals Covered	1019
Insurance policy start date	2018-07-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	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:	GOLDBERG SEGALLA LLP
Employer identification number (EIN):	161603155
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2001-03-30
Company Identification Number:	2622893
Legal Registered Office Address:	665 MAIN STREET SUITE 400 BUFFALO United States of America (USA) 14203