401k Plan data: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) plan

CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 401k Plan overview

Plan Name	CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II)
Plan identification number	004

CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHIESA SHAHINIAN & GIANTOMASI PC has sponsored the creation of one or more 401k plans.

Company Name: CHIESA SHAHINIAN & GIANTOMASI PC

Employer identification number (EIN): 222012591

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 DANIEL A. SCHWARTZ
004 2016-01-01 DANIEL A. SCHWARTZ
004 2015-01-01 DANIEL A. SCHWARTZ
004 2014-01-01 DANIEL A. SCHWARTZ
004 2013-01-01 DANIEL A. SCHWARTZ
004 2012-01-01 DANIEL A. SCHWARTZ
004 2011-01-01 DANIEL A. SCHWARTZ
004 2010-01-01 DANIEL SCHWARTZ
004 2009-01-01 DANIEL SCHWARTZ

Plan Statistics for CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II)

401k plan membership statisitcs for CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II)

Measure Date Value
2022: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2022 401k membership
Total participants, beginning-of-year 2022-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 229
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 59
Total of all active and inactive participants 2022-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 288
Number of participants with account balances 2022-01-01 279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2021 401k membership
Total participants, beginning-of-year 2021-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 174
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 61
Total of all active and inactive participants 2021-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 235
Number of participants with account balances 2021-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 170
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 52
Total of all active and inactive participants 2020-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 222
Number of participants with account balances 2020-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 153
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 43
Total of all active and inactive participants 2019-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 196
Number of participants with account balances 2019-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 149
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 42
Total of all active and inactive participants 2018-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 191
Number of participants with account balances 2018-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 154
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 35
Total of all active and inactive participants 2017-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 189
Number of participants with account balances 2017-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2016 401k membership
Total participants, beginning-of-year 2016-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 138
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 33
Total of all active and inactive participants 2016-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 171
Number of participants with account balances 2016-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2015 401k membership
Total participants, beginning-of-year 2015-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 132
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 31
Total of all active and inactive participants 2015-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 163
Number of participants with account balances 2015-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 135
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 26
Total of all active and inactive participants 2014-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 161
Number of participants with account balances 2014-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2013 401k membership
Total participants, beginning-of-year 2013-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 141
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 20
Total of all active and inactive participants 2013-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 161
Number of participants with account balances 2013-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 131
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 23
Total of all active and inactive participants 2012-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 154
Number of participants with account balances 2012-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 126
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 19
Total of all active and inactive participants 2011-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 145
Number of participants with account balances 2011-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2010 401k membership
Total participants, beginning-of-year 2010-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 126
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 19
Total of all active and inactive participants 2010-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 145
Number of participants with account balances 2010-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 125
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 19
Total of all active and inactive participants 2009-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 144
Number of participants with account balances 2009-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2022 401k membership
Total participants, beginning-of-year	2022-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	229
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	59
Total of all active and inactive participants	2022-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	288
Number of participants with account balances	2022-01-01	279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2021 401k membership
Total participants, beginning-of-year	2021-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	174
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	61
Total of all active and inactive participants	2021-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	235
Number of participants with account balances	2021-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	170
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	52
Total of all active and inactive participants	2020-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	222
Number of participants with account balances	2020-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	153
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	43
Total of all active and inactive participants	2019-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	196
Number of participants with account balances	2019-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	149
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	42
Total of all active and inactive participants	2018-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	191
Number of participants with account balances	2018-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	154
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	35
Total of all active and inactive participants	2017-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	189
Number of participants with account balances	2017-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2016 401k membership
Total participants, beginning-of-year	2016-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	138
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	33
Total of all active and inactive participants	2016-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	171
Number of participants with account balances	2016-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2015 401k membership
Total participants, beginning-of-year	2015-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	132
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	31
Total of all active and inactive participants	2015-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	163
Number of participants with account balances	2015-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	135
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	26
Total of all active and inactive participants	2014-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	161
Number of participants with account balances	2014-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2013 401k membership
Total participants, beginning-of-year	2013-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	141
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	20
Total of all active and inactive participants	2013-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	161
Number of participants with account balances	2013-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	131
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	23
Total of all active and inactive participants	2012-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	154
Number of participants with account balances	2012-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	126
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	19
Total of all active and inactive participants	2011-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	145
Number of participants with account balances	2011-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2010 401k membership
Total participants, beginning-of-year	2010-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	126
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	19
Total of all active and inactive participants	2010-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	145
Number of participants with account balances	2010-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	125
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	19
Total of all active and inactive participants	2009-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	144
Number of participants with account balances	2009-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II)

Measure	Date	Value
2022 : CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 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	$-9,626,730
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,898,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,766,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$9,036,077
Value of total assets at end of year	2022-12-31	$95,010,432
Value of total assets at beginning of year	2022-12-31	$108,535,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$131,707
Total interest from all sources	2022-12-31	$408,816
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$780
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	$2,107,420
Participant contributions at end of year	2022-12-31	$614,492
Participant contributions at beginning of year	2022-12-31	$455,553
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,720,725
Other income not declared elsewhere	2022-12-31	$281,300
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
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-13,525,354
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$95,010,432
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$108,535,786
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 pooled separate accounts at end of year	2022-12-31	$77,576,630
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$90,832,955
Interest on participant loans	2022-12-31	$25,023
Interest earned on other investments	2022-12-31	$383,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$3,150,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,824,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,824,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$13,668,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$14,422,282
Net investment gain/loss from pooled separate accounts	2022-12-31	$-19,352,923
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	$3,207,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,766,917
Contract administrator fees	2022-12-31	$130,927
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	MAZARS USA LLP
Accountancy firm EIN	2022-12-31	131459550
2021 : CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 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	$19,777,797
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,080,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$999,789
Expenses. Certain deemed distributions of participant loans	2021-12-31	$152
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,687,082
Value of total assets at end of year	2021-12-31	$108,535,786
Value of total assets at beginning of year	2021-12-31	$89,838,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$80,784
Total interest from all sources	2021-12-31	$407,891
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$420
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	$1,666,198
Participant contributions at end of year	2021-12-31	$455,553
Participant contributions at beginning of year	2021-12-31	$591,885
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$39,565
Other income not declared elsewhere	2021-12-31	$297,347
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	$18,697,072
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$108,535,786
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$89,838,714
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
Value of interest in pooled separate accounts at end of year	2021-12-31	$90,832,955
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$73,702,394
Interest on participant loans	2021-12-31	$25,229
Interest earned on other investments	2021-12-31	$382,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,824,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$2,150,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$2,150,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$14,422,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$13,394,424
Net investment gain/loss from pooled separate accounts	2021-12-31	$14,385,477
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	Yes
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	$2,981,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$999,789
Contract administrator fees	2021-12-31	$80,364
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	MAZARS USA LLP
Accountancy firm EIN	2021-12-31	131459550
2020 : CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$2,462,237
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	$15,995,737
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,676,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,541,747
Expenses. Certain deemed distributions of participant loans	2020-12-31	$61
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,775,256
Value of total assets at end of year	2020-12-31	$89,838,714
Value of total assets at beginning of year	2020-12-31	$75,057,482
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$134,934
Total interest from all sources	2020-12-31	$417,954
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$270
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
Contributions received from participants	2020-12-31	$1,440,091
Participant contributions at end of year	2020-12-31	$591,885
Participant contributions at beginning of year	2020-12-31	$641,789
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$139,032
Other income not declared elsewhere	2020-12-31	$223,839
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	$12,318,995
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$89,838,714
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$75,057,482
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
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$73,702,394
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$59,131,334
Interest on participant loans	2020-12-31	$33,393
Interest earned on other investments	2020-12-31	$384,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,150,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,936,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,936,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$13,394,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$13,347,966
Net investment gain/loss from pooled separate accounts	2020-12-31	$11,578,688
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	Yes
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	$2,196,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,541,747
Contract administrator fees	2020-12-31	$134,664
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MAZARS USA LLP
Accountancy firm EIN	2020-12-31	131459550
2019 : CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$16,266,789
Total income from all sources (including contributions)	2019-12-31	$16,266,789
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,491,149
Total of all expenses incurred	2019-12-31	$2,491,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,389,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,389,084
Expenses. Certain deemed distributions of participant loans	2019-12-31	$12,432
Expenses. Certain deemed distributions of participant loans	2019-12-31	$12,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,598,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,598,742
Value of total assets at end of year	2019-12-31	$75,057,482
Value of total assets at end of year	2019-12-31	$75,057,482
Value of total assets at beginning of year	2019-12-31	$61,281,842
Value of total assets at beginning of year	2019-12-31	$61,281,842
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$89,633
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$89,633
Total interest from all sources	2019-12-31	$408,901
Total interest from all sources	2019-12-31	$408,901
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$1,060
Administrative expenses professional fees incurred	2019-12-31	$1,060
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,405,873
Contributions received from participants	2019-12-31	$1,405,873
Participant contributions at end of year	2019-12-31	$641,789
Participant contributions at end of year	2019-12-31	$641,789
Participant contributions at beginning of year	2019-12-31	$614,023
Participant contributions at beginning of year	2019-12-31	$614,023
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$240,624
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$240,624
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
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	$13,775,640
Value of net income/loss	2019-12-31	$13,775,640
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$75,057,482
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$75,057,482
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$61,281,842
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$61,281,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$59,131,334
Value of interest in pooled separate accounts at end of year	2019-12-31	$59,131,334
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$46,234,084
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$46,234,084
Interest on participant loans	2019-12-31	$32,414
Interest earned on other investments	2019-12-31	$376,487
Interest earned on other investments	2019-12-31	$376,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,936,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,936,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,860,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,860,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,860,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,860,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$13,347,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$12,573,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$12,573,727
Net investment gain/loss from pooled separate accounts	2019-12-31	$12,259,146
Net investment gain/loss from pooled separate accounts	2019-12-31	$12,259,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
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	$1,952,245
Contributions received in cash from employer	2019-12-31	$1,952,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,389,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,389,084
Contract administrator fees	2019-12-31	$88,573
Contract administrator fees	2019-12-31	$88,573
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EISNERAMPER LLP
Accountancy firm name	2019-12-31	EISNERAMPER LLP
Accountancy firm EIN	2019-12-31	131639826
Accountancy firm EIN	2019-12-31	131639826
2018 : CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$467,962
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$6,871,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$6,786,902
Expenses. Certain deemed distributions of participant loans	2018-12-31	$78,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,323,926
Value of total assets at end of year	2018-12-31	$61,281,842
Value of total assets at beginning of year	2018-12-31	$67,685,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,193
Total interest from all sources	2018-12-31	$407,909
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$330
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	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,297,265
Participant contributions at end of year	2018-12-31	$614,023
Participant contributions at beginning of year	2018-12-31	$732,012
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$94,532
Administrative expenses (other) incurred	2018-12-31	$513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-6,404,010
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$61,281,842
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$67,685,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$46,234,084
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$53,128,592
Interest on participant loans	2018-12-31	$33,828
Interest earned on other investments	2018-12-31	$374,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,860,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,750,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,750,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$12,573,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$12,075,248
Net investment gain/loss from pooled separate accounts	2018-12-31	$-3,263,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,932,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$6,786,902
Contract administrator fees	2018-12-31	$5,350
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
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	EISNERAMPER LLP
Accountancy firm EIN	2018-12-31	131639826
2017 : CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 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	$12,522,323
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,307,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,294,823
Expenses. Certain deemed distributions of participant loans	2017-12-31	$11,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,223,727
Value of total assets at end of year	2017-12-31	$67,685,852
Value of total assets at beginning of year	2017-12-31	$57,471,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,825
Total interest from all sources	2017-12-31	$368,014
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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	$1,311,558
Participant contributions at end of year	2017-12-31	$732,012
Participant contributions at beginning of year	2017-12-31	$624,123
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$139,770
Other income not declared elsewhere	2017-12-31	$40,967
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	$10,214,391
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$67,685,852
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$57,471,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$53,128,592
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$46,349,492
Interest on participant loans	2017-12-31	$34,556
Interest earned on other investments	2017-12-31	$333,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,750,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,620,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,620,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$12,075,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$8,877,846
Net investment gain/loss from pooled separate accounts	2017-12-31	$8,889,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,772,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,294,823
Contract administrator fees	2017-12-31	$1,825
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	EISNERAMPER LLP
Accountancy firm EIN	2017-12-31	131639826
2016 : CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$242,817
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	$7,702,746
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,473,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,418,976
Expenses. Certain deemed distributions of participant loans	2016-12-31	$52,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,836,058
Value of total assets at end of year	2016-12-31	$57,471,461
Value of total assets at beginning of year	2016-12-31	$50,999,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,275
Total interest from all sources	2016-12-31	$45,338
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
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	$1,134,180
Participant contributions at end of year	2016-12-31	$624,123
Participant contributions at beginning of year	2016-12-31	$621,685
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$4,132
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	$6,229,496
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$57,471,461
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$50,999,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$46,349,492
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$40,810,436
Interest on participant loans	2016-12-31	$26,944
Interest earned on other investments	2016-12-31	$18,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,620,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,300,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,300,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$8,877,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$8,267,027
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	$1,697,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,418,976
Contract administrator fees	2016-12-31	$1,275
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	EISNERAMPER LLP
Accountancy firm EIN	2016-12-31	131639826
2015 : CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,857,973
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$7,024,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,999,821
Expenses. Certain deemed distributions of participant loans	2015-12-31	$23,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,735,173
Value of total assets at end of year	2015-12-31	$50,999,148
Value of total assets at beginning of year	2015-12-31	$55,165,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,275
Total interest from all sources	2015-12-31	$72,255
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$1,275
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	$1,086,210
Participant contributions at end of year	2015-12-31	$621,685
Participant contributions at beginning of year	2015-12-31	$603,902
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$298,071
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	$-4,166,425
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$50,999,148
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$55,165,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$40,810,436
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$45,443,284
Interest on participant loans	2015-12-31	$21,060
Interest earned on other investments	2015-12-31	$51,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,300,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,532,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,532,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$8,267,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$7,586,076
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	$1,350,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,999,821
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	EISNERAMPER LLC
Accountancy firm EIN	2015-12-31	131639826
2014 : CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$6,338,630
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,482,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,374,379
Expenses. Certain deemed distributions of participant loans	2014-12-31	$106,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,669,187
Value of total assets at end of year	2014-12-31	$55,165,573
Value of total assets at beginning of year	2014-12-31	$51,309,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,025
Total interest from all sources	2014-12-31	$92,747
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$2,025
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	$1,082,113
Participant contributions at end of year	2014-12-31	$603,902
Participant contributions at beginning of year	2014-12-31	$660,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$3,856,101
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$55,165,573
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$51,309,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$45,443,284
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$42,741,302
Interest on participant loans	2014-12-31	$28,908
Interest earned on other investments	2014-12-31	$63,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,532,311
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,750,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,750,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$7,586,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$6,157,301
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	$1,587,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,374,379
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	EISNERAMPER LLP
Accountancy firm EIN	2014-12-31	131639826
2013 : CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 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	$392,358
Total income from all sources (including contributions)	2013-12-31	$12,618,966
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$254,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$242,756
Expenses. Certain deemed distributions of participant loans	2013-12-31	$9,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,120,235
Value of total assets at end of year	2013-12-31	$51,309,472
Value of total assets at beginning of year	2013-12-31	$39,337,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,375
Total interest from all sources	2013-12-31	$30,007
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$2,375
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	$1,098,204
Participant contributions at end of year	2013-12-31	$660,869
Participant contributions at beginning of year	2013-12-31	$543,471
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$201,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$392,358
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	$12,364,014
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$51,309,472
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$38,945,458
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$31,855,009
Value of interest in pooled separate accounts at end of year	2013-12-31	$42,741,302
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$26,859
Interest earned on other investments	2013-12-31	$3,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,750,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,125,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,125,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$6,157,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,814,336
Net investment gain/loss from pooled separate accounts	2013-12-31	$9,468,724
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	$1,820,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$242,756
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	EISNER & AMPER LLP
Accountancy firm EIN	2013-12-31	131639826
2012 : CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$354,862
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$392,358
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	$6,952,762
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$850,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$836,107
Expenses. Certain deemed distributions of participant loans	2012-12-31	$12,620
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,768,020
Value of total assets at end of year	2012-12-31	$39,337,816
Value of total assets at beginning of year	2012-12-31	$32,488,061
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,500
Total interest from all sources	2012-12-31	$19,677
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$1,500
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	$967,788
Participant contributions at end of year	2012-12-31	$543,471
Participant contributions at beginning of year	2012-12-31	$462,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$392,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$6,102,535
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$38,945,458
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$32,488,061
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	$31,855,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$25,846,279
Interest on participant loans	2012-12-31	$19,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,125,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,530,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,530,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,814,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,649,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,683,059
Net investment gain/loss from pooled separate accounts	2012-12-31	$482,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,800,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$836,107
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	ROTHSTEIN KASS
Accountancy firm EIN	2012-12-31	222131009
2011 : CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$8,917
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	$1,716,280
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$557,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$546,105
Expenses. Certain deemed distributions of participant loans	2011-12-31	$9,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,481,070
Value of total assets at end of year	2011-12-31	$32,488,061
Value of total assets at beginning of year	2011-12-31	$31,320,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,275
Total interest from all sources	2011-12-31	$33,737
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$1,275
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	$890,375
Participant contributions at end of year	2011-12-31	$462,645
Participant contributions at beginning of year	2011-12-31	$445,208
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	$1,159,030
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$32,488,061
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$31,320,114
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	$25,846,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$25,641,285
Interest on participant loans	2011-12-31	$20,520
Interest earned on other investments	2011-12-31	$13,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,530,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,535,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,535,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,649,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,698,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,110,375
Net investment gain/loss from pooled separate accounts	2011-12-31	$311,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,590,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$546,105
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	ROTHSTEIN KASS
Accountancy firm EIN	2011-12-31	222131009
2010 : CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$160,835
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	$5,919,298
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$411,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$410,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,406,591
Value of total assets at end of year	2010-12-31	$31,320,114
Value of total assets at beginning of year	2010-12-31	$25,651,675
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,500
Total interest from all sources	2010-12-31	$21,004
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$1,500
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	$845,448
Participant contributions at end of year	2010-12-31	$445,208
Participant contributions at beginning of year	2010-12-31	$415,562
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$26,143
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	$5,507,604
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$31,320,114
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$25,651,675
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	$25,641,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$20,355,651
Interest on participant loans	2010-12-31	$21,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,535,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,480,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,480,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,698,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,400,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,169,520
Net investment gain/loss from pooled separate accounts	2010-12-31	$322,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,535,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$410,194
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	ROTHSTEIN, KASS & COMPANY, P.C.
Accountancy firm EIN	2010-12-31	222131009

Form 5500 Responses for CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II)

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR027

Policy instance

Insurance contract or identification number	PHR027
Number of Individuals Covered	279
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
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR027

Policy instance

Insurance contract or identification number	PHR027
Number of Individuals Covered	229
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR027

Policy instance

Insurance contract or identification number	PHR027
Number of Individuals Covered	210
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 $35,811
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	35811
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR027

Policy instance

Insurance contract or identification number	PHR027
Number of Individuals Covered	192
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 $32,440
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	32440
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR027

Policy instance

Insurance contract or identification number	PHR027
Number of Individuals Covered	185
Insurance policy start date	2018-01-01
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 $32,762
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	32762
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR027

Policy instance

Insurance contract or identification number	PHR027
Number of Individuals Covered	181
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $29,356
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	29356
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE
Insurance broker organization code?	5
Insurance broker name	CONSULTING ACTUARIES INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR027

Policy instance

Insurance contract or identification number	PHR027
Number of Individuals Covered	168
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $26,044
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	26044
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE
Insurance broker organization code?	5
Insurance broker name	CONSULTING ACTUARIES INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR027

Policy instance

Insurance contract or identification number	PHR027
Number of Individuals Covered	170
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $25,185
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	25185
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE
Insurance broker organization code?	5
Insurance broker name	CONSULTING ACTUARIES INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR027

Policy instance

Insurance contract or identification number	PHR027
Number of Individuals Covered	161
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $20,309
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	20309
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE
Insurance broker organization code?	5
Insurance broker name	CONSULTING ACTUARIES INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR027

Policy instance

Insurance contract or identification number	PHR027
Number of Individuals Covered	158
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $16,475
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	16475
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE
Insurance broker organization code?	5
Insurance broker name	CONSULTING ACTUARIES INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR027

Policy instance

Insurance contract or identification number	PHR027
Number of Individuals Covered	150
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,954
Total amount of fees paid to insurance company	USD $15,268
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR027

Policy instance

Insurance contract or identification number	PHR027
Number of Individuals Covered	145
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $24,236
Total amount of fees paid to insurance company	USD $12,412
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	12412
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $24,236
Insurance broker name	NRP FINANCIAL INC

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Company Name:	CHIESA SHAHINIAN & GIANTOMASI PC
Employer identification number (EIN):	222012591
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers