401k Plan data: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST plan

GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GLEASON & FAVAROTE LLP has sponsored the creation of one or more 401k plans.

Company Name: GLEASON & FAVAROTE LLP

Employer identification number (EIN): 204967042

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JEREMY J. SCHIRA 2023-05-04
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LINDA GARDEA
001 2016-01-01 LINDA GARDEA
001 2015-01-01 LINDA GARDEA
001 2014-01-01 LINDA GARDEA
001 2013-01-01 LINDA GARDEA
001 2012-01-01 GLEASON FAVAROTE LLP

Plan Statistics for GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2019: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
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 6
Total of all active and inactive participants 2019-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 13
Number of participants with account balances 2019-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
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 6
Total of all active and inactive participants 2018-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 14
Number of participants with account balances 2018-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
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 7
Total of all active and inactive participants 2017-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
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 5
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
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 5
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 5
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 5
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 4
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2019: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
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	6
Total of all active and inactive participants	2019-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	13
Number of participants with account balances	2019-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
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	6
Total of all active and inactive participants	2018-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	14
Number of participants with account balances	2018-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
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	7
Total of all active and inactive participants	2017-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
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	5
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
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	5
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	5
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	5
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	4
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2019 : GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total income from all sources	2019-12-31	$525,656
Expenses. Total of all expenses incurred	2019-12-31	$15,940
Benefits paid (including direct rollovers)	2019-12-31	$15,295
Total plan assets at end of year	2019-12-31	$2,559,071
Total plan assets at beginning of year	2019-12-31	$2,049,355
Value of fidelity bond covering the plan	2019-12-31	$230,000
Total contributions received or receivable from participants	2019-12-31	$56,732
Expenses. Other expenses not covered elsewhere	2019-12-31	$645
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$405,444
Net income (gross income less expenses)	2019-12-31	$509,716
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,559,071
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,049,355
Assets. Value of participant loans	2019-12-31	$9,378
Total contributions received or receivable from employer(s)	2019-12-31	$63,480
2018 : GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$210,720
Expenses. Total of all expenses incurred	2018-12-31	$2,185
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$2,049,355
Total plan assets at beginning of year	2018-12-31	$1,840,820
Value of fidelity bond covering the plan	2018-12-31	$90,000
Total contributions received or receivable from participants	2018-12-31	$71,460
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$51,838
Net income (gross income less expenses)	2018-12-31	$208,535
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,049,355
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,840,820
Assets. Value of participant loans	2018-12-31	$14,441
Total contributions received or receivable from employer(s)	2018-12-31	$87,422
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$1,253
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$932
2017 : GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$346,272
Expenses. Total of all expenses incurred	2017-12-31	$788
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,840,820
Total plan assets at beginning of year	2017-12-31	$1,495,336
Value of fidelity bond covering the plan	2017-12-31	$90,000
Total contributions received or receivable from participants	2017-12-31	$47,629
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$277,017
Net income (gross income less expenses)	2017-12-31	$345,484
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,840,820
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,495,336
Assets. Value of participant loans	2017-12-31	$5,165
Total contributions received or receivable from employer(s)	2017-12-31	$21,626
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$788
2016 : GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$180,948
Expenses. Total of all expenses incurred	2016-12-31	$860
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,495,336
Total plan assets at beginning of year	2016-12-31	$1,315,248
Value of fidelity bond covering the plan	2016-12-31	$90,000
Total contributions received or receivable from participants	2016-12-31	$51,573
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$110,623
Net income (gross income less expenses)	2016-12-31	$180,088
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,495,336
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,315,248
Assets. Value of participant loans	2016-12-31	$18,288
Total contributions received or receivable from employer(s)	2016-12-31	$18,752
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$860
2015 : GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$103,980
Expenses. Total of all expenses incurred	2015-12-31	$1,871
Benefits paid (including direct rollovers)	2015-12-31	$946
Total plan assets at end of year	2015-12-31	$1,315,248
Total plan assets at beginning of year	2015-12-31	$1,213,139
Value of fidelity bond covering the plan	2015-12-31	$0
Total contributions received or receivable from participants	2015-12-31	$59,409
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$17,513
Net income (gross income less expenses)	2015-12-31	$102,109
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,315,248
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,213,139
Assets. Value of participant loans	2015-12-31	$28,572
Total contributions received or receivable from employer(s)	2015-12-31	$27,058
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$184,319
Expenses. Total of all expenses incurred	2014-12-31	$94,013
Benefits paid (including direct rollovers)	2014-12-31	$75,137
Total plan assets at end of year	2014-12-31	$1,213,139
Total plan assets at beginning of year	2014-12-31	$1,122,833
Value of fidelity bond covering the plan	2014-12-31	$0
Total contributions received or receivable from participants	2014-12-31	$48,850
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$117,396
Net income (gross income less expenses)	2014-12-31	$90,306
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,213,139
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,122,833
Assets. Value of participant loans	2014-12-31	$42,868
Total contributions received or receivable from employer(s)	2014-12-31	$18,073
Value of certain deemed distributions of participant loans	2014-12-31	$17,868
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,008
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$180,801
Expenses. Total of all expenses incurred	2013-12-31	$6,461
Benefits paid (including direct rollovers)	2013-12-31	$5,536
Total plan assets at end of year	2013-12-31	$1,122,833
Total plan assets at beginning of year	2013-12-31	$948,493
Value of fidelity bond covering the plan	2013-12-31	$1,300,000
Total contributions received or receivable from participants	2013-12-31	$61,802
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$103,734
Net income (gross income less expenses)	2013-12-31	$174,340
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,122,833
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$948,493
Assets. Value of participant loans	2013-12-31	$74,010
Total contributions received or receivable from employer(s)	2013-12-31	$15,265
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$152,497
Expenses. Total of all expenses incurred	2012-12-31	$16,957
Benefits paid (including direct rollovers)	2012-12-31	$16,599
Total plan assets at end of year	2012-12-31	$948,493
Total plan assets at beginning of year	2012-12-31	$812,953
Value of fidelity bond covering the plan	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$26,498
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$108,701
Net income (gross income less expenses)	2012-12-31	$135,540
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$948,493
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$812,953
Assets. Value of participant loans	2012-12-31	$33,568
Total contributions received or receivable from employer(s)	2012-12-31	$17,298
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$358

Form 5500 Responses for GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST

2019: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	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: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GLEASON & FAVAROTE LLP 401(K) PROFIT SHARING PLAN & TRUST 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

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Company Name:	GLEASON & FAVAROTE LLP
Employer identification number (EIN):	204967042
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JEREMY J. SCHIRA	2023-05-04
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LINDA GARDEA
001	2016-01-01	LINDA GARDEA
001	2015-01-01	LINDA GARDEA
001	2014-01-01	LINDA GARDEA
001	2013-01-01	LINDA GARDEA
001	2012-01-01	GLEASON FAVAROTE LLP