401k Plan data: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN plan

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

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

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

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

POTESTIVO & ASSOCIATES P.C. has sponsored the creation of one or more 401k plans.

Company Name: POTESTIVO & ASSOCIATES P.C.

Employer identification number (EIN): 383116898

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ANDREW COLLINS 2023-10-14
001 2021-01-01 ANDREW COLLINS 2022-10-17
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 NICOLE KOLHAGEN
001 2016-01-01 NICOLE KOLHAGEN
001 2015-01-01 NICOLE KOLHAGEN NICOLE KOLHAGEN 2016-11-11
001 2015-01-01 ICOLE NICOLE KOLHAGEN 2016-09-07
001 2014-01-01 NICOLE KOLHAGEN NICOLE KOLHAGEN 2015-10-12
001 2013-01-01 NICOLE KOLHAGEN 2014-07-08
001 2012-01-01 ANDREW LIXEY 2013-06-13
001 2011-01-01 ANDREW LIXEY 2012-09-10
001 2010-01-01 ANDREW LIXEY 2011-07-19
001 2009-01-01 ANGELA VEDA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ANDREW COLLINS	2023-10-14
001	2021-01-01	ANDREW COLLINS	2022-10-17
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	NICOLE KOLHAGEN
001	2016-01-01	NICOLE KOLHAGEN
001	2015-01-01	NICOLE KOLHAGEN		NICOLE KOLHAGEN	2016-11-11
001	2015-01-01	ICOLE		NICOLE KOLHAGEN	2016-09-07
001	2014-01-01	NICOLE KOLHAGEN		NICOLE KOLHAGEN	2015-10-12
001	2013-01-01	NICOLE KOLHAGEN	2014-07-08
001	2012-01-01	ANDREW LIXEY	2013-06-13
001	2011-01-01	ANDREW LIXEY	2012-09-10
001	2010-01-01	ANDREW LIXEY	2011-07-19
001	2009-01-01	ANGELA VEDA

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

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

Measure Date Value
2020: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 48
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 73
Number of participants with account balances 2020-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 60
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 59
Total of all active and inactive participants 2019-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 119
Number of participants with account balances 2019-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 83
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 55
Total of all active and inactive participants 2018-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 138
Number of participants with account balances 2018-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 129
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 48
Total of all active and inactive participants 2017-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 177
Number of participants with account balances 2017-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 198
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 34
Total of all active and inactive participants 2016-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 232
Number of participants with account balances 2016-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 10
2015: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 213
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 28
Total of all active and inactive participants 2015-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 241
Number of participants with account balances 2015-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 113
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 138
Number of participants with account balances 2014-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2009: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 82
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 91
Number of participants with account balances 2009-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2020: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	48
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	73
Number of participants with account balances	2020-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	60
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	59
Total of all active and inactive participants	2019-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	119
Number of participants with account balances	2019-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	83
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	55
Total of all active and inactive participants	2018-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	138
Number of participants with account balances	2018-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	129
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	48
Total of all active and inactive participants	2017-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	177
Number of participants with account balances	2017-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	198
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	34
Total of all active and inactive participants	2016-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	232
Number of participants with account balances	2016-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	10
2015: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	213
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	28
Total of all active and inactive participants	2015-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	241
Number of participants with account balances	2015-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	113
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	138
Number of participants with account balances	2014-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2009: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	82
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	91
Number of participants with account balances	2009-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

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

Measure	Date	Value
2020 : POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$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	$352,675
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$590,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$563,224
Expenses. Certain deemed distributions of participant loans	2020-12-31	$7,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$63,697
Value of total assets at end of year	2020-12-31	$2,249,284
Value of total assets at beginning of year	2020-12-31	$2,486,649
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,330
Total interest from all sources	2020-12-31	$1,419
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$82,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$82,018
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$249,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$63,697
Participant contributions at end of year	2020-12-31	$39,223
Participant contributions at beginning of year	2020-12-31	$39,584
Administrative expenses (other) incurred	2020-12-31	$19,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-237,365
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,249,284
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,486,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,004,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,267,333
Interest on participant loans	2020-12-31	$1,419
Value of interest in common/collective trusts at end of year	2020-12-31	$205,154
Value of interest in common/collective trusts at beginning of year	2020-12-31	$179,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$182,403
Net investment gain or loss from common/collective trusts	2020-12-31	$23,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$563,224
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PLANTE MORAN
Accountancy firm EIN	2020-12-31	381357951
2019 : POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$774,954
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$648,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$627,215
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$278,328
Value of total assets at end of year	2019-12-31	$2,486,649
Value of total assets at beginning of year	2019-12-31	$2,360,105
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,555
Total interest from all sources	2019-12-31	$4,144
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$156,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$156,102
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$237,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$100,320
Participant contributions at end of year	2019-12-31	$39,584
Participant contributions at beginning of year	2019-12-31	$97,949
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$178,008
Administrative expenses (other) incurred	2019-12-31	$16,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$126,544
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,486,649
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,360,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,267,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,070,918
Interest on participant loans	2019-12-31	$4,144
Value of interest in common/collective trusts at end of year	2019-12-31	$179,732
Value of interest in common/collective trusts at beginning of year	2019-12-31	$191,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$296,556
Net investment gain or loss from common/collective trusts	2019-12-31	$39,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$627,215
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PLANTE MORAN
Accountancy firm EIN	2019-12-31	381357951
2018 : POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-63,090
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$858,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$856,043
Expenses. Certain deemed distributions of participant loans	2018-12-31	$594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$202,799
Value of total assets at end of year	2018-12-31	$2,360,105
Value of total assets at beginning of year	2018-12-31	$3,281,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,055
Total interest from all sources	2018-12-31	$4,485
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$119,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$119,870
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$329,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$135,564
Participant contributions at end of year	2018-12-31	$97,949
Participant contributions at beginning of year	2018-12-31	$103,102
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,540
Other income not declared elsewhere	2018-12-31	$1,562
Administrative expenses (other) incurred	2018-12-31	$2,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-921,782
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,360,105
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,281,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,070,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,919,182
Interest on participant loans	2018-12-31	$4,485
Value of interest in common/collective trusts at end of year	2018-12-31	$191,238
Value of interest in common/collective trusts at beginning of year	2018-12-31	$259,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-382,985
Net investment gain or loss from common/collective trusts	2018-12-31	$-8,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$65,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$856,043
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PLANTE MORAN
Accountancy firm EIN	2018-12-31	381357951
2017 : POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$2,323,265
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	$943,198
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$316,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$314,005
Expenses. Certain deemed distributions of participant loans	2017-12-31	$861
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$335,143
Value of total assets at end of year	2017-12-31	$3,281,887
Value of total assets at beginning of year	2017-12-31	$4,978,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,090
Total interest from all sources	2017-12-31	$3,809
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$110,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$110,257
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$498,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$213,053
Participant contributions at end of year	2017-12-31	$103,102
Participant contributions at beginning of year	2017-12-31	$111,624
Other income not declared elsewhere	2017-12-31	$710
Administrative expenses (other) incurred	2017-12-31	$2,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$626,242
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,281,887
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,978,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,919,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,875,612
Interest on participant loans	2017-12-31	$3,750
Value of interest in common/collective trusts at end of year	2017-12-31	$259,603
Value of interest in common/collective trusts at beginning of year	2017-12-31	$905,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$85,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$85,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$59
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$407,636
Net investment gain or loss from common/collective trusts	2017-12-31	$85,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$122,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$314,005
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PLANTE MORAN
Accountancy firm EIN	2017-12-31	381357951
2016 : POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$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	$839,027
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$34,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$30,935
Expenses. Certain deemed distributions of participant loans	2016-12-31	$1,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$508,501
Value of total assets at end of year	2016-12-31	$4,978,910
Value of total assets at beginning of year	2016-12-31	$4,173,921
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,675
Total interest from all sources	2016-12-31	$5,459
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$82,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$82,062
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$418,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$323,034
Participant contributions at end of year	2016-12-31	$111,624
Participant contributions at beginning of year	2016-12-31	$64,793
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$8,535
Administrative expenses (other) incurred	2016-12-31	$1,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$804,989
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,978,910
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,173,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,875,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,394,371
Interest on participant loans	2016-12-31	$5,459
Value of interest in common/collective trusts at end of year	2016-12-31	$905,997
Value of interest in common/collective trusts at beginning of year	2016-12-31	$505,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$85,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$208,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$208,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$138,024
Net investment gain or loss from common/collective trusts	2016-12-31	$104,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$176,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$30,935
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PLANTE MORAN
Accountancy firm EIN	2016-12-31	381357951
2015 : POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$2,105,712
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$281,854
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$196,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$172,894
Expenses. Certain deemed distributions of participant loans	2015-12-31	$21,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$363,480
Value of total assets at end of year	2015-12-31	$4,173,921
Value of total assets at beginning of year	2015-12-31	$1,982,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,275
Total interest from all sources	2015-12-31	$3,448
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$178,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$178,703
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$199,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$214,319
Participant contributions at end of year	2015-12-31	$64,793
Participant contributions at beginning of year	2015-12-31	$25,871
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$22,242
Administrative expenses (other) incurred	2015-12-31	$1,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$85,705
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,173,921
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,982,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,394,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,956,633
Interest on participant loans	2015-12-31	$3,448
Value of interest in common/collective trusts at end of year	2015-12-31	$714,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-259,497
Net investment gain or loss from common/collective trusts	2015-12-31	$-4,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$126,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$172,894
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PLANTE MORAN
Accountancy firm EIN	2015-12-31	381357951
2014 : POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$271,002
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$87,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$86,217
Expenses. Certain deemed distributions of participant loans	2014-12-31	$431
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$215,292
Value of total assets at end of year	2014-12-31	$1,982,504
Value of total assets at beginning of year	2014-12-31	$1,798,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$700
Total interest from all sources	2014-12-31	$2,121
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$143,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$143,394
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$180,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$138,846
Participant contributions at end of year	2014-12-31	$25,871
Participant contributions at beginning of year	2014-12-31	$39,813
Administrative expenses (other) incurred	2014-12-31	$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$183,654
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,982,504
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,798,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,956,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,759,037
Interest on participant loans	2014-12-31	$2,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-89,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$76,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$86,217
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PLANTE MORAN
Accountancy firm EIN	2014-12-31	381357951
2009 : POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

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

2020: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2009: POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	POTESTIVO & ASSOCIATES P.C.
Employer identification number (EIN):	383116898
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers