401k Plan data: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST plan

LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

LA CAVA, JACOBSON & GOODIS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: LA CAVA, JACOBSON & GOODIS, P.A.

Employer identification number (EIN): 272360538

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 DAVID FALOON
001 2017-01-01 DAVID FALOON
001 2016-01-01 DAVID FALOON
001 2015-01-01 DAVID FALOON
001 2014-01-01 LOUIS LA CAVA 2015-05-27
001 2013-01-01 LOUIS LACAVA 2014-07-01
001 2012-01-01 LACAVA JACOBSON PA 2013-07-18
001 2011-01-01 LACAVA JACOBSON PA 2012-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	DAVID FALOON
001	2017-01-01	DAVID FALOON
001	2016-01-01	DAVID FALOON
001	2015-01-01	DAVID FALOON
001	2014-01-01	LOUIS LA CAVA	2015-05-27
001	2013-01-01	LOUIS LACAVA	2014-07-01
001	2012-01-01	LACAVA JACOBSON PA	2013-07-18
001	2011-01-01	LACAVA JACOBSON PA	2012-07-20

Plan Statistics for LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 131
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 20
Total of all active and inactive participants 2022-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 152
Number of participants with account balances 2022-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 105
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 14
Total of all active and inactive participants 2021-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 120
Number of participants with account balances 2021-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 92
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 14
Total of all active and inactive participants 2020-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 107
Number of participants with account balances 2020-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 70
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 11
Total of all active and inactive participants 2019-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 82
Number of participants with account balances 2019-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 64
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 13
Total of all active and inactive participants 2018-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 78
Number of participants with account balances 2018-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 56
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 64
Number of participants with account balances 2017-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 46
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 12
Total of all active and inactive participants 2016-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 59
Number of participants with account balances 2016-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 40
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 10
Total of all active and inactive participants 2015-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 50
Number of participants with account balances 2015-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	131
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	20
Total of all active and inactive participants	2022-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	152
Number of participants with account balances	2022-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	105
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	14
Total of all active and inactive participants	2021-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	120
Number of participants with account balances	2021-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	92
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	14
Total of all active and inactive participants	2020-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	107
Number of participants with account balances	2020-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	70
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	11
Total of all active and inactive participants	2019-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	82
Number of participants with account balances	2019-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	64
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	13
Total of all active and inactive participants	2018-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	78
Number of participants with account balances	2018-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	56
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	64
Number of participants with account balances	2017-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	46
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	12
Total of all active and inactive participants	2016-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	59
Number of participants with account balances	2016-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	40
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	10
Total of all active and inactive participants	2015-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	50
Number of participants with account balances	2015-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-481,729
Expenses. Total of all expenses incurred	2022-12-31	$1,133,781
Benefits paid (including direct rollovers)	2022-12-31	$1,088,363
Total plan assets at end of year	2022-12-31	$6,929,858
Total plan assets at beginning of year	2022-12-31	$8,545,368
Value of fidelity bond covering the plan	2022-12-31	$5,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$756,093
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$9,719
Other income received	2022-12-31	$-1,554,438
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,615,510
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,929,858
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,545,368
Assets. Value of participant loans	2022-12-31	$28,222
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$306,897
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$45,418
2021 : LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,982,144
Expenses. Total of all expenses incurred	2021-12-31	$338,803
Benefits paid (including direct rollovers)	2021-12-31	$294,188
Total plan assets at end of year	2021-12-31	$8,545,368
Total plan assets at beginning of year	2021-12-31	$6,902,027
Value of fidelity bond covering the plan	2021-12-31	$5,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$598,976
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$59,168
Other income received	2021-12-31	$1,058,950
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,643,341
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,545,368
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,902,027
Assets. Value of participant loans	2021-12-31	$63,148
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$265,050
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$44,615
2020 : LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,746,090
Expenses. Total of all expenses incurred	2020-12-31	$243,604
Benefits paid (including direct rollovers)	2020-12-31	$211,082
Total plan assets at end of year	2020-12-31	$6,902,027
Total plan assets at beginning of year	2020-12-31	$5,399,541
Value of fidelity bond covering the plan	2020-12-31	$5,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$556,627
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$8,427
Other income received	2020-12-31	$953,574
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,502,486
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,902,027
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,399,541
Assets. Value of participant loans	2020-12-31	$59,891
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$227,462
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$32,522
2019 : LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,586,816
Expenses. Total of all expenses incurred	2019-12-31	$80,654
Benefits paid (including direct rollovers)	2019-12-31	$53,163
Total plan assets at end of year	2019-12-31	$5,399,541
Total plan assets at beginning of year	2019-12-31	$3,893,379
Value of fidelity bond covering the plan	2019-12-31	$5,000,000
Total contributions received or receivable from participants	2019-12-31	$418,690
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$970,786
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,506,162
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,399,541
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,893,379
Assets. Value of participant loans	2019-12-31	$85,129
Total contributions received or receivable from employer(s)	2019-12-31	$197,340
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$27,491
2018 : LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$350,150
Expenses. Total of all expenses incurred	2018-12-31	$363,026
Benefits paid (including direct rollovers)	2018-12-31	$338,226
Total plan assets at end of year	2018-12-31	$3,893,379
Total plan assets at beginning of year	2018-12-31	$3,906,255
Value of fidelity bond covering the plan	2018-12-31	$5,000,000
Total contributions received or receivable from participants	2018-12-31	$354,203
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$101,891
Other income received	2018-12-31	$-282,415
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-12,876
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,893,379
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,906,255
Assets. Value of participant loans	2018-12-31	$83,633
Total contributions received or receivable from employer(s)	2018-12-31	$176,471
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$24,800
2017 : LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,109,786
Expenses. Total of all expenses incurred	2017-12-31	$1,333,764
Benefits paid (including direct rollovers)	2017-12-31	$1,307,388
Total plan assets at end of year	2017-12-31	$3,906,255
Total plan assets at beginning of year	2017-12-31	$4,130,233
Value of fidelity bond covering the plan	2017-12-31	$5,000,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$289,019
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$27,867
Other income received	2017-12-31	$653,544
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-223,978
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,906,255
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,130,233
Assets. Value of participant loans	2017-12-31	$9,971
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$139,356
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$26,376
2016 : LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$715,438
Expenses. Total of all expenses incurred	2016-12-31	$52,639
Benefits paid (including direct rollovers)	2016-12-31	$42,848
Total plan assets at end of year	2016-12-31	$4,130,233
Total plan assets at beginning of year	2016-12-31	$3,467,434
Value of fidelity bond covering the plan	2016-12-31	$5,000,000
Total contributions received or receivable from participants	2016-12-31	$251,657
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$35,294
Other income received	2016-12-31	$265,186
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$662,799
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,130,233
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,467,434
Assets. Value of participant loans	2016-12-31	$17,246
Total contributions received or receivable from employer(s)	2016-12-31	$163,301
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,791
2015 : LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$383,755
Expenses. Total of all expenses incurred	2015-12-31	$73,410
Benefits paid (including direct rollovers)	2015-12-31	$59,687
Total plan assets at end of year	2015-12-31	$3,467,434
Total plan assets at beginning of year	2015-12-31	$3,157,089
Value of fidelity bond covering the plan	2015-12-31	$5,000,000
Total contributions received or receivable from participants	2015-12-31	$214,109
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$24,972
Other income received	2015-12-31	$-49,502
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$310,345
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,467,434
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,157,089
Assets. Value of participant loans	2015-12-31	$7,599
Total contributions received or receivable from employer(s)	2015-12-31	$194,176
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$13,723
2010 : LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total income from all sources	2010-12-31	$1,673,004
Expenses. Total of all expenses incurred	2010-12-31	$49,023
Benefits paid (including direct rollovers)	2010-12-31	$48,808
Total plan assets at end of year	2010-12-31	$1,623,981
Value of fidelity bond covering the plan	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$111,447
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$75,542
Other income received	2010-12-31	$1,486,015
Net income (gross income less expenses)	2010-12-31	$1,623,981
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,623,981
Assets. Value of participant loans	2010-12-31	$51,625
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$215
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

2022: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LA CAVA, JACOBSON & GOODIS, P.A.
Employer identification number (EIN):	272360538
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers