401k Plan data: SAVITZ 401(K) RETIREMENT PLAN plan

SAVITZ 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	SAVITZ 401(K) RETIREMENT PLAN
Plan identification number	001

SAVITZ 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

THE SAVITZ ORGANIZATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE SAVITZ ORGANIZATION, INC.

Employer identification number (EIN): 231700844

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVITZ 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2014-01-01 THOMAS J. FINNEGAN
001 2013-01-01 THOMAS J. FINNEGAN
001 2012-01-01 THOMAS J. FINNEGAN
001 2011-01-01 THOMAS J. FINNEGAN 2012-10-12
001 2010-01-01 THOMAS J. FINNEGAN 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01
001	2015-01-01
001	2014-01-01	THOMAS J. FINNEGAN
001	2013-01-01	THOMAS J. FINNEGAN
001	2012-01-01	THOMAS J. FINNEGAN
001	2011-01-01	THOMAS J. FINNEGAN	2012-10-12
001	2010-01-01	THOMAS J. FINNEGAN	2011-10-13

Plan Statistics for SAVITZ 401(K) RETIREMENT PLAN

401k plan membership statisitcs for SAVITZ 401(K) RETIREMENT PLAN

Measure Date Value
2016: SAVITZ 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SAVITZ 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 111
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 31
Total of all active and inactive participants 2015-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 146
Number of participants with account balances 2015-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SAVITZ 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 111
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 38
Total of all active and inactive participants 2014-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 153
Number of participants with account balances 2014-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SAVITZ 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 118
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 34
Total of all active and inactive participants 2013-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 153
Number of participants with account balances 2013-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SAVITZ 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 116
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 19
Total of all active and inactive participants 2012-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 136
Number of participants with account balances 2012-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2016: SAVITZ 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SAVITZ 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	111
Number of retired or separated participants receiving benefits	2015-01-01	4
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	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	146
Number of participants with account balances	2015-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SAVITZ 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	111
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	38
Total of all active and inactive participants	2014-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	153
Number of participants with account balances	2014-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SAVITZ 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	118
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	34
Total of all active and inactive participants	2013-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	153
Number of participants with account balances	2013-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SAVITZ 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	116
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	19
Total of all active and inactive participants	2012-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	136
Number of participants with account balances	2012-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on SAVITZ 401(K) RETIREMENT PLAN

Measure	Date	Value
2016 : SAVITZ 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-16	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-16	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-16	$0
Total income from all sources (including contributions)	2016-12-16	$955,001
Total loss/gain on sale of assets	2016-12-16	$0
Total of all expenses incurred	2016-12-16	$19,531,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-16	$19,498,541
Expenses. Certain deemed distributions of participant loans	2016-12-16	$32,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-16	$293,896
Value of total assets at end of year	2016-12-16	$0
Value of total assets at beginning of year	2016-12-16	$18,576,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-16	$0
Total interest from all sources	2016-12-16	$1,395
Total dividends received (eg from common stock, registered investment company shares)	2016-12-16	$110,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-16	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-16	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-16	$110,125
Was this plan covered by a fidelity bond	2016-12-16	Yes
Value of fidelity bond cover	2016-12-16	$500,000
If this is an individual account plan, was there a blackout period	2016-12-16	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-16	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-16	No
Contributions received from participants	2016-12-16	$218,317
Participant contributions at end of year	2016-12-16	$0
Participant contributions at beginning of year	2016-12-16	$119,246
Participant contributions at end of year	2016-12-16	$0
Participant contributions at beginning of year	2016-12-16	$56,283
Assets. Other investments not covered elsewhere at end of year	2016-12-16	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-16	$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	2016-12-16	No
Value of net income/loss	2016-12-16	$-18,576,001
Value of net assets at end of year (total assets less liabilities)	2016-12-16	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-12-16	$18,576,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-16	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-16	No
Were any leases to which the plan was party in default or uncollectible	2016-12-16	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-16	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-16	$15,084,180
Income. Interest from loans (other than to participants)	2016-12-16	$1,395
Value of interest in common/collective trusts at end of year	2016-12-16	$0
Value of interest in common/collective trusts at beginning of year	2016-12-16	$2,912,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-16	$523,945
Net investment gain or loss from common/collective trusts	2016-12-16	$25,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-16	No
Was there a failure to transmit to the plan any participant contributions	2016-12-16	No
Has the plan failed to provide any benefit when due under the plan	2016-12-16	No
Contributions received in cash from employer	2016-12-16	$75,579
Employer contributions (assets) at end of year	2016-12-16	$0
Employer contributions (assets) at beginning of year	2016-12-16	$404,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-16	$19,498,541
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-16	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-16	$0
Did the plan have assets held for investment	2016-12-16	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	2016-12-16	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-16	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-16	No
Opinion of an independent qualified public accountant for this plan	2016-12-16	Unqualified
Accountancy firm name	2016-12-16	CLIFTONLARSENALLEN, LLP
Accountancy firm EIN	2016-12-16	410746749
2015 : SAVITZ 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,144,964
Total loss/gain on sale of assets	2015-12-31	$543
Total of all expenses incurred	2015-12-31	$2,141,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,141,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,319,417
Value of total assets at end of year	2015-12-31	$18,576,001
Value of total assets at beginning of year	2015-12-31	$19,572,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$450
Total interest from all sources	2015-12-31	$5,523
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$581,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$581,962
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	$894,730
Participant contributions at end of year	2015-12-31	$119,246
Participant contributions at beginning of year	2015-12-31	$142,738
Participant contributions at end of year	2015-12-31	$56,283
Participant contributions at beginning of year	2015-12-31	$45,794
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$16,242
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	$-996,521
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$18,576,001
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$19,572,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$450
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$15,084,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$16,905,223
Income. Interest from loans (other than to participants)	2015-12-31	$5,523
Value of interest in common/collective trusts at end of year	2015-12-31	$2,912,177
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,057,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-806,743
Net investment gain or loss from common/collective trusts	2015-12-31	$44,262
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	$408,445
Employer contributions (assets) at end of year	2015-12-31	$404,115
Employer contributions (assets) at beginning of year	2015-12-31	$420,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,141,035
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
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
Aggregate proceeds on sale of assets	2015-12-31	$543
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	CLIFTONLARSENALLEN, LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : SAVITZ 401(K) RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$330
Total unrealized appreciation/depreciation of assets	2014-12-31	$330
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	$2,647,031
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,771,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,771,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,440,360
Value of total assets at end of year	2014-12-31	$19,572,522
Value of total assets at beginning of year	2014-12-31	$19,697,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$475
Total interest from all sources	2014-12-31	$8,724
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$588,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$588,534
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	$911,889
Participant contributions at end of year	2014-12-31	$142,738
Participant contributions at beginning of year	2014-12-31	$260,696
Participant contributions at end of year	2014-12-31	$45,794
Participant contributions at beginning of year	2014-12-31	$37,272
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$96,222
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	$-124,801
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$19,572,522
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$19,697,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$475
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$16,905,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,835,906
Income. Interest from loans (other than to participants)	2014-12-31	$8,724
Value of interest in common/collective trusts at end of year	2014-12-31	$2,057,868
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,086,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$570,399
Net investment gain or loss from common/collective trusts	2014-12-31	$38,684
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	$432,249
Employer contributions (assets) at end of year	2014-12-31	$420,899
Employer contributions (assets) at beginning of year	2014-12-31	$475,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,771,357
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$1,756
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	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	CLIFTONLARSENALLEN, LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : SAVITZ 401(K) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$335
Total unrealized appreciation/depreciation of assets	2013-12-31	$335
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$5,263,535
Total loss/gain on sale of assets	2013-12-31	$1,350
Total of all expenses incurred	2013-12-31	$611,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$611,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,203,323
Value of total assets at end of year	2013-12-31	$19,697,323
Value of total assets at beginning of year	2013-12-31	$15,045,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$777
Total interest from all sources	2013-12-31	$9,484
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$416,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$413,828
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	$908,981
Participant contributions at end of year	2013-12-31	$260,696
Participant contributions at beginning of year	2013-12-31	$215,095
Participant contributions at end of year	2013-12-31	$37,272
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$813,326
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	$4,651,735
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$19,697,323
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$15,045,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$777
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$16,835,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,295,170
Interest on participant loans	2013-12-31	$9,484
Value of interest in common/collective trusts at end of year	2013-12-31	$2,086,331
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,063,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,594,596
Net investment gain or loss from common/collective trusts	2013-12-31	$38,187
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	$481,016
Employer contributions (assets) at end of year	2013-12-31	$475,362
Employer contributions (assets) at beginning of year	2013-12-31	$383,824
Income. Dividends from common stock	2013-12-31	$2,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$611,023
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$1,756
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$87,830
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
Aggregate proceeds on sale of assets	2013-12-31	$1,350
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	CLIFTONLARSENALLEN, LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : SAVITZ 401(K) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$2,589
Total unrealized appreciation/depreciation of assets	2012-12-31	$2,589
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,284,027
Total loss/gain on sale of assets	2012-12-31	$2,461
Total of all expenses incurred	2012-12-31	$810,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$809,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,684,749
Value of total assets at end of year	2012-12-31	$15,045,588
Value of total assets at beginning of year	2012-12-31	$12,572,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$701
Total interest from all sources	2012-12-31	$9,121
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$356,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$353,765
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	$900,372
Participant contributions at end of year	2012-12-31	$215,095
Participant contributions at beginning of year	2012-12-31	$194,776
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$366,884
Other income not declared elsewhere	2012-12-31	$24
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	$2,473,361
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$15,045,588
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,572,227
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
Investment advisory and management fees	2012-12-31	$701
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$12,295,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$10,228,635
Interest on participant loans	2012-12-31	$9,121
Value of interest in common/collective trusts at end of year	2012-12-31	$2,063,669
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,767,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,187,586
Net investment gain or loss from common/collective trusts	2012-12-31	$41,307
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	$417,493
Employer contributions (assets) at end of year	2012-12-31	$383,824
Employer contributions (assets) at beginning of year	2012-12-31	$349,456
Income. Dividends from common stock	2012-12-31	$2,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$809,965
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$87,830
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$31,679
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
Aggregate proceeds on sale of assets	2012-12-31	$2,461
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	CLIFTONLARSENALLEN, LLP
Accountancy firm EIN	2012-12-31	410746749

Form 5500 Responses for SAVITZ 401(K) RETIREMENT PLAN

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

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Company Name:	THE SAVITZ ORGANIZATION, INC.
Employer identification number (EIN):	231700844
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services