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CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

CODILIS & ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name:CODILIS & ASSOCIATES, PC
Employer identification number (EIN):363258748
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ERNEST CODILIS, JR.
0012016-01-01ERNEST J. CODILIS, JR.
0012015-01-01ERNEST J. CODILIS, JR.
0012014-01-01ERNEST J. CODILIS, JR.
0012013-01-01ERNEST J. CODILIS, JR.
0012012-01-01ERNEST J. CODILIS, JR.
0012011-01-01ERNEST J. CODILIS, JR.
0012009-01-01ERNEST J. CODILIS, JR.

Plan Statistics for CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01371
Total number of active participants reported on line 7a of the Form 55002022-01-01293
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01358
Number of participants with account balances2022-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01380
Total number of active participants reported on line 7a of the Form 55002021-01-01269
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0188
Total of all active and inactive participants2021-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01358
Number of participants with account balances2021-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01475
Total number of active participants reported on line 7a of the Form 55002020-01-01285
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0195
Total of all active and inactive participants2020-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01380
Number of participants with account balances2020-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0129
2019: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01460
Total number of active participants reported on line 7a of the Form 55002019-01-01395
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01467
Number of participants with account balances2019-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01453
Total number of active participants reported on line 7a of the Form 55002018-01-01366
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01450
Number of participants with account balances2018-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01476
Total number of active participants reported on line 7a of the Form 55002017-01-01357
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0179
Total of all active and inactive participants2017-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01436
Number of participants with account balances2017-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01514
Total number of active participants reported on line 7a of the Form 55002016-01-01322
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0195
Total of all active and inactive participants2016-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01417
Number of participants with account balances2016-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01557
Total number of active participants reported on line 7a of the Form 55002015-01-01377
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01125
Total of all active and inactive participants2015-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01502
Number of participants with account balances2015-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0131
2014: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01542
Total number of active participants reported on line 7a of the Form 55002014-01-01435
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01113
Total of all active and inactive participants2014-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01548
Number of participants with account balances2014-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01511
Total number of active participants reported on line 7a of the Form 55002013-01-01455
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0173
Total of all active and inactive participants2013-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01528
Number of participants with account balances2013-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
2012: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01431
Total number of active participants reported on line 7a of the Form 55002012-01-01432
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01482
Number of participants with account balances2012-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01386
Total number of active participants reported on line 7a of the Form 55002011-01-01353
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01395
Number of participants with account balances2011-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2009: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01255
Total number of active participants reported on line 7a of the Form 55002009-01-01266
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01290
Number of participants with account balances2009-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,301,230
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,938,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,811,038
Value of total corrective distributions2022-12-31$24,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,295,395
Value of total assets at end of year2022-12-31$25,881,718
Value of total assets at beginning of year2022-12-31$33,121,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$102,692
Total interest from all sources2022-12-31$14,238
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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$15,996
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$997,048
Participant contributions at end of year2022-12-31$181,341
Participant contributions at beginning of year2022-12-31$222,208
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$63,508
Other income not declared elsewhere2022-12-31$-490
Administrative expenses (other) incurred2022-12-31$86,696
Total non interest bearing cash at end of year2022-12-31$3,305
Total non interest bearing cash at beginning of year2022-12-31$32,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,239,327
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,881,718
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,121,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$25,132,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,225,889
Interest on participant loans2022-12-31$7,518
Interest earned on other investments2022-12-31$6,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$329,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$484,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,610,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$234,839
Employer contributions (assets) at end of year2022-12-31$234,639
Employer contributions (assets) at beginning of year2022-12-31$156,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,811,038
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN2022-12-31271170185
2021 : CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$5,648,442
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,905,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,724,461
Value of total corrective distributions2021-12-31$53,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$950,895
Value of total assets at end of year2021-12-31$33,121,045
Value of total assets at beginning of year2021-12-31$29,378,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$127,855
Total interest from all sources2021-12-31$16,603
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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$7,472
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$786,264
Participant contributions at end of year2021-12-31$222,208
Participant contributions at beginning of year2021-12-31$189,910
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,683
Other income not declared elsewhere2021-12-31$3
Administrative expenses (other) incurred2021-12-31$120,383
Total non interest bearing cash at end of year2021-12-31$32,555
Total non interest bearing cash at beginning of year2021-12-31$52,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,742,903
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,121,045
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,378,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,225,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$28,502,471
Interest on participant loans2021-12-31$8,295
Interest earned on other investments2021-12-31$8,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$484,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$471,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,680,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$161,948
Employer contributions (assets) at end of year2021-12-31$156,223
Employer contributions (assets) at beginning of year2021-12-31$161,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,724,461
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN2021-12-31271170185
2020 : CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,882,279
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,356,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,213,399
Value of total corrective distributions2020-12-31$29,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,253,980
Value of total assets at end of year2020-12-31$29,378,142
Value of total assets at beginning of year2020-12-31$26,851,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$112,751
Total interest from all sources2020-12-31$23,154
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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$14,259
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$957,415
Participant contributions at end of year2020-12-31$189,910
Participant contributions at beginning of year2020-12-31$203,258
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$82,650
Other income not declared elsewhere2020-12-31$398
Administrative expenses (other) incurred2020-12-31$98,492
Total non interest bearing cash at end of year2020-12-31$52,723
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,526,243
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,378,142
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,851,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$28,502,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,097,162
Interest on participant loans2020-12-31$8,614
Interest earned on other investments2020-12-31$14,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$471,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$299,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,604,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$213,915
Employer contributions (assets) at end of year2020-12-31$161,224
Employer contributions (assets) at beginning of year2020-12-31$251,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,213,399
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN2020-12-31271170185
2019 : CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,974,184
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 income from all sources (including contributions)2019-12-31$6,655,632
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,419,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,303,050
Value of total corrective distributions2019-12-31$7,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,465,171
Value of total assets at end of year2019-12-31$26,851,899
Value of total assets at beginning of year2019-12-31$20,641,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$109,009
Total interest from all sources2019-12-31$13,725
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 year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$14,303
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,172,316
Participant contributions at end of year2019-12-31$203,258
Participant contributions at beginning of year2019-12-31$202,682
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$40,909
Administrative expenses (other) incurred2019-12-31$94,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,236,151
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,851,899
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,641,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,097,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,902,497
Interest on participant loans2019-12-31$8,607
Interest earned on other investments2019-12-31$5,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$299,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$284,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,176,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$251,946
Employer contributions (assets) at end of year2019-12-31$251,947
Employer contributions (assets) at beginning of year2019-12-31$251,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,303,050
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI
Accountancy firm EIN2019-12-31390758449
2018 : CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$8,822
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$477,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$371,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,398,413
Value of total assets at end of year2018-12-31$20,641,564
Value of total assets at beginning of year2018-12-31$21,110,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$105,836
Total interest from all sources2018-12-31$11,707
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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,080
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,127,829
Participant contributions at end of year2018-12-31$202,682
Participant contributions at beginning of year2018-12-31$173,655
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,678
Administrative expenses (other) incurred2018-12-31$100,756
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-469,006
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,641,564
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,110,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,902,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,476,640
Interest on participant loans2018-12-31$7,528
Interest earned on other investments2018-12-31$4,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$284,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$223,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,401,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$251,906
Employer contributions (assets) at end of year2018-12-31$251,906
Employer contributions (assets) at beginning of year2018-12-31$236,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$371,992
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,073,493
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$4,844,728
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$671,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$569,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,399,811
Value of total assets at end of year2017-12-31$21,110,570
Value of total assets at beginning of year2017-12-31$14,863,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$102,222
Total interest from all sources2017-12-31$11,475
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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$13,180
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,040,196
Participant contributions at end of year2017-12-31$173,655
Participant contributions at beginning of year2017-12-31$108,955
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$123,195
Administrative expenses (other) incurred2017-12-31$89,042
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,173,448
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,110,570
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,863,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,476,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,219,492
Interest on participant loans2017-12-31$6,060
Interest earned on other investments2017-12-31$5,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$223,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$298,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,433,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$236,420
Employer contributions (assets) at end of year2017-12-31$236,420
Employer contributions (assets) at beginning of year2017-12-31$237,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$569,058
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,534,639
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,331,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,268,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,153,931
Value of total assets at end of year2016-12-31$14,863,629
Value of total assets at beginning of year2016-12-31$13,660,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,551
Total interest from all sources2016-12-31$9,965
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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$18,754
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$916,750
Participant contributions at end of year2016-12-31$108,955
Participant contributions at beginning of year2016-12-31$114,183
Administrative expenses (other) incurred2016-12-31$43,797
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,203,354
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,863,629
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,660,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,219,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,005,175
Interest on participant loans2016-12-31$3,258
Interest earned on other investments2016-12-31$6,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$298,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$273,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,370,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$237,181
Employer contributions (assets) at end of year2016-12-31$237,181
Employer contributions (assets) at beginning of year2016-12-31$266,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,268,734
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$431
Total income from all sources (including contributions)2015-12-31$1,197,047
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$795,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$739,309
Value of total corrective distributions2015-12-31$29,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,288,324
Value of total assets at end of year2015-12-31$13,660,275
Value of total assets at beginning of year2015-12-31$13,259,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,351
Total interest from all sources2015-12-31$8,711
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 year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$7,380
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$962,876
Participant contributions at end of year2015-12-31$114,183
Participant contributions at beginning of year2015-12-31$27,270
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$58,483
Administrative expenses (other) incurred2015-12-31$19,971
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$401,297
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,660,275
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,258,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,005,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,701,825
Interest on participant loans2015-12-31$2,172
Interest earned on other investments2015-12-31$6,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$273,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$244,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-99,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$266,965
Employer contributions (assets) at end of year2015-12-31$266,965
Employer contributions (assets) at beginning of year2015-12-31$285,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$739,309
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BIK & CO, LLP
Accountancy firm EIN2015-12-31363244618
2014 : CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$431
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$2,131,250
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$501,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$425,488
Value of total corrective distributions2014-12-31$52,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,355,407
Value of total assets at end of year2014-12-31$13,259,409
Value of total assets at beginning of year2014-12-31$11,629,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,305
Total interest from all sources2014-12-31$5,622
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 year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,209
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$949,265
Participant contributions at end of year2014-12-31$27,270
Participant contributions at beginning of year2014-12-31$19,264
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$120,203
Administrative expenses (other) incurred2014-12-31$18,096
Liabilities. Value of operating payables at end of year2014-12-31$431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,629,332
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,258,978
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,629,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,701,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,093,439
Interest on participant loans2014-12-31$647
Interest earned on other investments2014-12-31$4,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$244,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$260,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$770,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$285,939
Employer contributions (assets) at end of year2014-12-31$285,939
Employer contributions (assets) at beginning of year2014-12-31$256,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$425,488
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BIK & CO, LLP
Accountancy firm EIN2014-12-31363244618
2013 : CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$0
Total income from all sources (including contributions)2013-12-31$3,202,194
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$268,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$216,382
Value of total corrective distributions2013-12-31$31,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,156,498
Value of total assets at end of year2013-12-31$11,629,646
Value of total assets at beginning of year2013-12-31$8,696,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,728
Total interest from all sources2013-12-31$6,978
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 year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,792
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$858,429
Participant contributions at end of year2013-12-31$19,264
Participant contributions at beginning of year2013-12-31$25,850
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$41,556
Administrative expenses (other) incurred2013-12-31$14,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,933,283
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,629,646
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,696,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,093,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,196,329
Interest on participant loans2013-12-31$695
Interest earned on other investments2013-12-31$6,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$260,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$224,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,038,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$256,513
Employer contributions (assets) at end of year2013-12-31$256,513
Employer contributions (assets) at beginning of year2013-12-31$249,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$216,382
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BIK & CO, LLP
Accountancy firm EIN2013-12-31363244618
2012 : CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$2,005,032
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$226,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$206,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,043,227
Value of total assets at end of year2012-12-31$8,696,363
Value of total assets at beginning of year2012-12-31$6,918,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,565
Total interest from all sources2012-12-31$7,833
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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$5,150
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$746,880
Participant contributions at end of year2012-12-31$25,850
Participant contributions at beginning of year2012-12-31$18,882
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$47,040
Administrative expenses (other) incurred2012-12-31$15,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,778,145
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,696,363
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,918,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,196,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,503,589
Interest on participant loans2012-12-31$732
Interest earned on other investments2012-12-31$7,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$224,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$183,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$953,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$249,307
Employer contributions (assets) at end of year2012-12-31$249,307
Employer contributions (assets) at beginning of year2012-12-31$212,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$206,322
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31THOMAS J. DAVEY & ASSOCIATES, LTD.
Accountancy firm EIN2012-12-31200323820
2011 : CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$611,375
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$124,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$108,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$895,688
Value of total assets at end of year2011-12-31$6,918,218
Value of total assets at beginning of year2011-12-31$6,431,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,437
Total interest from all sources2011-12-31$5,609
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 year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,152
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$664,956
Participant contributions at end of year2011-12-31$18,882
Participant contributions at beginning of year2011-12-31$10,157
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,669
Administrative expenses (other) incurred2011-12-31$12,285
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$486,891
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,918,218
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,431,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,503,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,112,191
Interest on participant loans2011-12-31$352
Interest earned on other investments2011-12-31$5,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$183,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$128,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-289,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$212,063
Employer contributions (assets) at end of year2011-12-31$212,063
Employer contributions (assets) at beginning of year2011-12-31$180,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$108,047
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31THOMAS J. DAVEY & ASSOCIATES, LTD.
Accountancy firm EIN2011-12-31200323820
2010 : CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$86,431
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$1,536,926
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$69,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$66,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$812,042
Value of total assets at end of year2010-12-31$6,431,327
Value of total assets at beginning of year2010-12-31$4,877,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,330
Total interest from all sources2010-12-31$4,592
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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,330
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$547,004
Participant contributions at end of year2010-12-31$10,157
Participant contributions at beginning of year2010-12-31$2,200
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$84,860
Other income not declared elsewhere2010-12-31$1,503
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$18,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,467,145
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,431,327
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,877,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,112,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,736,952
Interest on participant loans2010-12-31$323
Interest earned on other investments2010-12-31$4,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$128,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$112,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$718,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$180,178
Employer contributions (assets) at end of year2010-12-31$180,178
Employer contributions (assets) at beginning of year2010-12-31$7,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$66,451
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31THOMAS J. DAVEY & ASSOCIATES, LTD.
Accountancy firm EIN2010-12-31200323820

Form 5500 Responses for CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN

2022: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-JDIX
Policy instance 1
Insurance contract or identification numberGAP-B2-JDIX
Number of Individuals Covered271
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $594
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $594
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-JDIX
Policy instance 1
Insurance contract or identification numberGAP-B2-JDIX
Number of Individuals Covered290
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $712
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $539
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-JDIX
Policy instance 1
Insurance contract or identification numberGAP-B2-JDIX
Number of Individuals Covered309
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $668
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $668
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-JD1X
Policy instance 1
Insurance contract or identification numberGAP-B2-JD1X
Number of Individuals Covered359
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $438
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $438
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-JD1X
Policy instance 1
Insurance contract or identification numberGAP-B2-JD1X
Number of Individuals Covered351
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $407
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $407
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-JD1X
Policy instance 1
Insurance contract or identification numberGAP-B2-JD1X
Number of Individuals Covered351
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $441
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $441
Insurance broker organization code?7
Insurance broker nameBMO HARRIS FINANCIAL ADVISORS
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-ML66
Policy instance 1
Insurance contract or identification numberGAP-B2-ML66
Number of Individuals Covered397
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $466
Total amount of fees paid to insurance companyUSD $116
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $466
Insurance broker organization code?7
Amount paid for insurance broker fees116
Additional information about fees paid to insurance brokerOVERRIDE COMPENSATION
Insurance broker nameHOWARD SIMON AND ASSOCIATES, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-ML66
Policy instance 1
Insurance contract or identification numberGAP-B2-ML66
Number of Individuals Covered410
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $395
Total amount of fees paid to insurance companyUSD $99
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $395
Insurance broker organization code?7
Amount paid for insurance broker fees99
Additional information about fees paid to insurance brokerOVERRIDE COMPENSATION
Insurance broker nameHOWARD SIMON AND ASSOCIATES, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-ML66
Policy instance 1
Insurance contract or identification numberGAP-B2-ML66
Number of Individuals Covered363
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $551
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $551
Insurance broker organization code?7
Insurance broker nameBMO HARRIS FINANCIAL ADVISORS
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-ML66
Policy instance 1
Insurance contract or identification numberGAP-B2-ML66
Number of Individuals Covered322
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $373
Total amount of fees paid to insurance companyUSD $93
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $373
Insurance broker organization code?7
Amount paid for insurance broker fees93
Additional information about fees paid to insurance brokerOVERRIDE COMMISSION
Insurance broker nameHOWARD SIMON & ASSOCIATES, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-ML66
Policy instance 1
Insurance contract or identification numberGAP-B2-ML66
Number of Individuals Covered269
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $278
Total amount of fees paid to insurance companyUSD $70
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-ML66
Policy instance 1
Insurance contract or identification numberGAP-B2-ML66
Number of Individuals Covered237
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $218
Total amount of fees paid to insurance companyUSD $52
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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