401k Plan data: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN plan

LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN
Plan identification number	002

LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

LURIE, LLP has sponsored the creation of one or more 401k plans.

Company Name: LURIE, LLP

Employer identification number (EIN): 410721734

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-05-01 WENDY FRAME 2023-12-31 WENDY FRAME 2023-12-31
002 2022-05-01
002 2021-05-01
002 2020-05-01
002 2019-05-01
002 2018-05-01
002 2017-05-01 WENDY FRAME WENDY FRAME 2019-02-13
002 2016-05-01 WENDY FRAME WENDY FRAME 2018-02-15
002 2015-05-01 WENDY FRAME WENDY FRAME 2017-02-15
002 2014-05-01 BETH KIEFFER LEONARD BETH KIEFFER LEONARD 2016-02-11
002 2013-05-01 BETH KIEFFER LEONARD BETH KIEFFER LEONARD 2015-02-16
002 2012-05-01 BETH KIEFFER LEONARD BETH KIEFFER LEONARD 2014-02-14
002 2011-05-01 BETH KIEFFER LEONARD BETH KIEFFER LEONARD 2013-02-14
002 2010-05-01 BETH KIEFFER LEONARD BETH KIEFFER LEONARD 2012-02-14
002 2009-05-01 BETH LEONARD BETH LEONARD 2011-02-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-05-01	WENDY FRAME	2023-12-31	WENDY FRAME	2023-12-31
002	2022-05-01
002	2021-05-01
002	2020-05-01
002	2019-05-01
002	2018-05-01
002	2017-05-01	WENDY FRAME		WENDY FRAME	2019-02-13
002	2016-05-01	WENDY FRAME		WENDY FRAME	2018-02-15
002	2015-05-01	WENDY FRAME		WENDY FRAME	2017-02-15
002	2014-05-01	BETH KIEFFER LEONARD		BETH KIEFFER LEONARD	2016-02-11
002	2013-05-01	BETH KIEFFER LEONARD		BETH KIEFFER LEONARD	2015-02-16
002	2012-05-01	BETH KIEFFER LEONARD		BETH KIEFFER LEONARD	2014-02-14
002	2011-05-01	BETH KIEFFER LEONARD		BETH KIEFFER LEONARD	2013-02-14
002	2010-05-01	BETH KIEFFER LEONARD		BETH KIEFFER LEONARD	2012-02-14
002	2009-05-01	BETH LEONARD		BETH LEONARD	2011-02-09

Plan Statistics for LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-05-01 240
Total number of active participants reported on line 7a of the Form 5500 2022-05-01 0
Number of retired or separated participants receiving benefits 2022-05-01 0
Number of other retired or separated participants entitled to future benefits 2022-05-01 6
Total of all active and inactive participants 2022-05-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-05-01 0
Total participants 2022-05-01 6
Number of participants with account balances 2022-05-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-05-01 0
2021: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-05-01 220
Total number of active participants reported on line 7a of the Form 5500 2021-05-01 176
Number of retired or separated participants receiving benefits 2021-05-01 5
Number of other retired or separated participants entitled to future benefits 2021-05-01 59
Total of all active and inactive participants 2021-05-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-05-01 0
Total participants 2021-05-01 240
Number of participants with account balances 2021-05-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-05-01 22
2020: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-05-01 207
Total number of active participants reported on line 7a of the Form 5500 2020-05-01 160
Number of retired or separated participants receiving benefits 2020-05-01 1
Number of other retired or separated participants entitled to future benefits 2020-05-01 59
Total of all active and inactive participants 2020-05-01 220
Total participants 2020-05-01 220
Number of participants with account balances 2020-05-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-05-01 10
2019: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-05-01 220
Total number of active participants reported on line 7a of the Form 5500 2019-05-01 142
Number of retired or separated participants receiving benefits 2019-05-01 4
Number of other retired or separated participants entitled to future benefits 2019-05-01 61
Total of all active and inactive participants 2019-05-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-05-01 0
Total participants 2019-05-01 207
Number of participants with account balances 2019-05-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-05-01 21
2018: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-05-01 197
Total number of active participants reported on line 7a of the Form 5500 2018-05-01 155
Number of retired or separated participants receiving benefits 2018-05-01 2
Number of other retired or separated participants entitled to future benefits 2018-05-01 63
Total of all active and inactive participants 2018-05-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-05-01 0
Total participants 2018-05-01 220
Number of participants with account balances 2018-05-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-05-01 13
2017: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-05-01 165
Total number of active participants reported on line 7a of the Form 5500 2017-05-01 134
Number of retired or separated participants receiving benefits 2017-05-01 3
Number of other retired or separated participants entitled to future benefits 2017-05-01 58
Total of all active and inactive participants 2017-05-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-05-01 0
Total participants 2017-05-01 195
Number of participants with account balances 2017-05-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-05-01 13
2016: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-05-01 169
Total number of active participants reported on line 7a of the Form 5500 2016-05-01 109
Number of retired or separated participants receiving benefits 2016-05-01 0
Number of other retired or separated participants entitled to future benefits 2016-05-01 56
Total of all active and inactive participants 2016-05-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-05-01 0
Total participants 2016-05-01 165
Number of participants with account balances 2016-05-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-05-01 13
2015: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-05-01 161
Total number of active participants reported on line 7a of the Form 5500 2015-05-01 101
Number of retired or separated participants receiving benefits 2015-05-01 0
Number of other retired or separated participants entitled to future benefits 2015-05-01 56
Total of all active and inactive participants 2015-05-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-05-01 0
Total participants 2015-05-01 157
Number of participants with account balances 2015-05-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-05-01 20
2014: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-01 113
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 100
Number of retired or separated participants receiving benefits 2014-05-01 2
Number of other retired or separated participants entitled to future benefits 2014-05-01 56
Total of all active and inactive participants 2014-05-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-05-01 0
Total participants 2014-05-01 158
Number of participants with account balances 2014-05-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-05-01 2
2013: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-05-01 104
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 95
Number of retired or separated participants receiving benefits 2013-05-01 2
Number of other retired or separated participants entitled to future benefits 2013-05-01 53
Total of all active and inactive participants 2013-05-01 150
Total participants 2013-05-01 150
Number of participants with account balances 2013-05-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-05-01 5
2012: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-05-01 155
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 94
Number of retired or separated participants receiving benefits 2012-05-01 2
Number of other retired or separated participants entitled to future benefits 2012-05-01 51
Total of all active and inactive participants 2012-05-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-01 0
Total participants 2012-05-01 147
Number of participants with account balances 2012-05-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-01 5
2011: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-05-01 164
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 94
Number of retired or separated participants receiving benefits 2011-05-01 2
Number of other retired or separated participants entitled to future benefits 2011-05-01 50
Total of all active and inactive participants 2011-05-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-01 0
Total participants 2011-05-01 146
Number of participants with account balances 2011-05-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 4
2010: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-05-01 168
Total number of active participants reported on line 7a of the Form 5500 2010-05-01 103
Number of retired or separated participants receiving benefits 2010-05-01 2
Number of other retired or separated participants entitled to future benefits 2010-05-01 59
Total of all active and inactive participants 2010-05-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-05-01 0
Total participants 2010-05-01 164
Number of participants with account balances 2010-05-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-05-01 12
2009: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-05-01 173
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 118
Number of retired or separated participants receiving benefits 2009-05-01 2
Number of other retired or separated participants entitled to future benefits 2009-05-01 44
Total of all active and inactive participants 2009-05-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-05-01 4
Total participants 2009-05-01 168
Number of participants with account balances 2009-05-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-05-01 5

Measure	Date	Value
2022: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-05-01	240
Total number of active participants reported on line 7a of the Form 5500	2022-05-01	0
Number of retired or separated participants receiving benefits	2022-05-01	0
Number of other retired or separated participants entitled to future benefits	2022-05-01	6
Total of all active and inactive participants	2022-05-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-05-01	0
Total participants	2022-05-01	6
Number of participants with account balances	2022-05-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-05-01	0
2021: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-05-01	220
Total number of active participants reported on line 7a of the Form 5500	2021-05-01	176
Number of retired or separated participants receiving benefits	2021-05-01	5
Number of other retired or separated participants entitled to future benefits	2021-05-01	59
Total of all active and inactive participants	2021-05-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-05-01	0
Total participants	2021-05-01	240
Number of participants with account balances	2021-05-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-05-01	22
2020: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-05-01	207
Total number of active participants reported on line 7a of the Form 5500	2020-05-01	160
Number of retired or separated participants receiving benefits	2020-05-01	1
Number of other retired or separated participants entitled to future benefits	2020-05-01	59
Total of all active and inactive participants	2020-05-01	220
Total participants	2020-05-01	220
Number of participants with account balances	2020-05-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-05-01	10
2019: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-05-01	220
Total number of active participants reported on line 7a of the Form 5500	2019-05-01	142
Number of retired or separated participants receiving benefits	2019-05-01	4
Number of other retired or separated participants entitled to future benefits	2019-05-01	61
Total of all active and inactive participants	2019-05-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-05-01	0
Total participants	2019-05-01	207
Number of participants with account balances	2019-05-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-05-01	21
2018: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-05-01	197
Total number of active participants reported on line 7a of the Form 5500	2018-05-01	155
Number of retired or separated participants receiving benefits	2018-05-01	2
Number of other retired or separated participants entitled to future benefits	2018-05-01	63
Total of all active and inactive participants	2018-05-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-05-01	0
Total participants	2018-05-01	220
Number of participants with account balances	2018-05-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-05-01	13
2017: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-05-01	165
Total number of active participants reported on line 7a of the Form 5500	2017-05-01	134
Number of retired or separated participants receiving benefits	2017-05-01	3
Number of other retired or separated participants entitled to future benefits	2017-05-01	58
Total of all active and inactive participants	2017-05-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-05-01	0
Total participants	2017-05-01	195
Number of participants with account balances	2017-05-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-05-01	13
2016: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-05-01	169
Total number of active participants reported on line 7a of the Form 5500	2016-05-01	109
Number of retired or separated participants receiving benefits	2016-05-01	0
Number of other retired or separated participants entitled to future benefits	2016-05-01	56
Total of all active and inactive participants	2016-05-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-05-01	0
Total participants	2016-05-01	165
Number of participants with account balances	2016-05-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-05-01	13
2015: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-05-01	161
Total number of active participants reported on line 7a of the Form 5500	2015-05-01	101
Number of retired or separated participants receiving benefits	2015-05-01	0
Number of other retired or separated participants entitled to future benefits	2015-05-01	56
Total of all active and inactive participants	2015-05-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-05-01	0
Total participants	2015-05-01	157
Number of participants with account balances	2015-05-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-05-01	20
2014: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-01	113
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	100
Number of retired or separated participants receiving benefits	2014-05-01	2
Number of other retired or separated participants entitled to future benefits	2014-05-01	56
Total of all active and inactive participants	2014-05-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-05-01	0
Total participants	2014-05-01	158
Number of participants with account balances	2014-05-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-05-01	2
2013: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-05-01	104
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	95
Number of retired or separated participants receiving benefits	2013-05-01	2
Number of other retired or separated participants entitled to future benefits	2013-05-01	53
Total of all active and inactive participants	2013-05-01	150
Total participants	2013-05-01	150
Number of participants with account balances	2013-05-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-05-01	5
2012: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-05-01	155
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	94
Number of retired or separated participants receiving benefits	2012-05-01	2
Number of other retired or separated participants entitled to future benefits	2012-05-01	51
Total of all active and inactive participants	2012-05-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-01	0
Total participants	2012-05-01	147
Number of participants with account balances	2012-05-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-01	5
2011: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-05-01	164
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	94
Number of retired or separated participants receiving benefits	2011-05-01	2
Number of other retired or separated participants entitled to future benefits	2011-05-01	50
Total of all active and inactive participants	2011-05-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-01	0
Total participants	2011-05-01	146
Number of participants with account balances	2011-05-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	4
2010: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-05-01	168
Total number of active participants reported on line 7a of the Form 5500	2010-05-01	103
Number of retired or separated participants receiving benefits	2010-05-01	2
Number of other retired or separated participants entitled to future benefits	2010-05-01	59
Total of all active and inactive participants	2010-05-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-05-01	0
Total participants	2010-05-01	164
Number of participants with account balances	2010-05-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-05-01	12
2009: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-05-01	173
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	118
Number of retired or separated participants receiving benefits	2009-05-01	2
Number of other retired or separated participants entitled to future benefits	2009-05-01	44
Total of all active and inactive participants	2009-05-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-05-01	4
Total participants	2009-05-01	168
Number of participants with account balances	2009-05-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-05-01	5

Financial Data on LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-04-30	$0
Total income from all sources (including contributions)	2023-04-30	$1,428,196
Total loss/gain on sale of assets	2023-04-30	$0
Total of all expenses incurred	2023-04-30	$29,483,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-04-30	$29,391,829
Expenses. Certain deemed distributions of participant loans	2023-04-30	$13,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-04-30	$2,099,502
Value of total assets at end of year	2023-04-30	$1,711
Value of total assets at beginning of year	2023-04-30	$28,056,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-04-30	$78,475
Total interest from all sources	2023-04-30	$42,415
Total dividends received (eg from common stock, registered investment company shares)	2023-04-30	$288,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-04-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-04-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-04-30	$288,020
Administrative expenses professional fees incurred	2023-04-30	$17,307
Was this plan covered by a fidelity bond	2023-04-30	Yes
Value of fidelity bond cover	2023-04-30	$500,000
If this is an individual account plan, was there a blackout period	2023-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-04-30	No
Contributions received from participants	2023-04-30	$603,312
Participant contributions at beginning of year	2023-04-30	$282,471
Assets. Other investments not covered elsewhere at beginning of year	2023-04-30	$318,293
Income. Received or receivable in cash from other sources (including rollovers)	2023-04-30	$32,952
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-04-30	$648
Other income not declared elsewhere	2023-04-30	$-38,559
Administrative expenses (other) incurred	2023-04-30	$34,918
Total non interest bearing cash at end of year	2023-04-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-04-30	No
Value of net income/loss	2023-04-30	$-28,055,263
Value of net assets at end of year (total assets less liabilities)	2023-04-30	$1,711
Value of net assets at beginning of year (total assets less liabilities)	2023-04-30	$28,056,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-04-30	No
Were any leases to which the plan was party in default or uncollectible	2023-04-30	No
Investment advisory and management fees	2023-04-30	$26,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-04-30	$24,587,631
Interest on participant loans	2023-04-30	$4,994
Interest earned on other investments	2023-04-30	$37,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-04-30	$2,867,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-04-30	$-963,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-04-30	No
Was there a failure to transmit to the plan any participant contributions	2023-04-30	No
Has the plan failed to provide any benefit when due under the plan	2023-04-30	No
Contributions received in cash from employer	2023-04-30	$1,463,238
Employer contributions (assets) at end of year	2023-04-30	$1,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-04-30	$29,391,829
Did the plan have assets held for investment	2023-04-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2023-04-30	Unqualified
Accountancy firm name	2023-04-30	RUBIN BROWN
Accountancy firm EIN	2023-04-30	430765316
2022 : LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-04-30	$0
Total income from all sources (including contributions)	2022-04-30	$12,019
Total loss/gain on sale of assets	2022-04-30	$0
Total of all expenses incurred	2022-04-30	$1,798,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-04-30	$1,722,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-04-30	$2,380,555
Value of total assets at end of year	2022-04-30	$28,056,974
Value of total assets at beginning of year	2022-04-30	$29,843,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-04-30	$76,520
Total interest from all sources	2022-04-30	$63,749
Total dividends received (eg from common stock, registered investment company shares)	2022-04-30	$498,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-04-30	$498,853
Was this plan covered by a fidelity bond	2022-04-30	Yes
Value of fidelity bond cover	2022-04-30	$500,000
If this is an individual account plan, was there a blackout period	2022-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-04-30	No
Contributions received from participants	2022-04-30	$1,371,425
Participant contributions at end of year	2022-04-30	$282,471
Participant contributions at beginning of year	2022-04-30	$243,366
Assets. Other investments not covered elsewhere at end of year	2022-04-30	$318,293
Assets. Other investments not covered elsewhere at beginning of year	2022-04-30	$238,613
Income. Received or receivable in cash from other sources (including rollovers)	2022-04-30	$363,760
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-04-30	$648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-04-30	$886
Other income not declared elsewhere	2022-04-30	$-66,181
Administrative expenses (other) incurred	2022-04-30	$46,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-04-30	No
Value of net income/loss	2022-04-30	$-1,786,662
Value of net assets at end of year (total assets less liabilities)	2022-04-30	$28,056,974
Value of net assets at beginning of year (total assets less liabilities)	2022-04-30	$29,843,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-04-30	No
Were any leases to which the plan was party in default or uncollectible	2022-04-30	No
Investment advisory and management fees	2022-04-30	$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-04-30	$24,587,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-04-30	$25,987,906
Interest on participant loans	2022-04-30	$11,216
Interest earned on other investments	2022-04-30	$52,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-04-30	$2,867,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-04-30	$3,372,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-04-30	$-2,864,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-04-30	No
Was there a failure to transmit to the plan any participant contributions	2022-04-30	No
Has the plan failed to provide any benefit when due under the plan	2022-04-30	No
Contributions received in cash from employer	2022-04-30	$645,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-04-30	$1,722,161
Did the plan have assets held for investment	2022-04-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-04-30	No
Opinion of an independent qualified public accountant for this plan	2022-04-30	Unqualified
Accountancy firm name	2022-04-30	RUBIN BROWN
Accountancy firm EIN	2022-04-30	430765316
2021 : LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-04-30	$0
Total income from all sources (including contributions)	2021-04-30	$10,919,937
Total loss/gain on sale of assets	2021-04-30	$0
Total of all expenses incurred	2021-04-30	$3,910,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-04-30	$3,827,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-04-30	$2,006,177
Value of total assets at end of year	2021-04-30	$29,843,636
Value of total assets at beginning of year	2021-04-30	$22,834,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-04-30	$82,852
Total interest from all sources	2021-04-30	$53,827
Total dividends received (eg from common stock, registered investment company shares)	2021-04-30	$369,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-04-30	$369,258
Administrative expenses professional fees incurred	2021-04-30	$10,500
Was this plan covered by a fidelity bond	2021-04-30	Yes
Value of fidelity bond cover	2021-04-30	$500,000
If this is an individual account plan, was there a blackout period	2021-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-04-30	No
Contributions received from participants	2021-04-30	$1,230,243
Participant contributions at end of year	2021-04-30	$243,366
Participant contributions at beginning of year	2021-04-30	$280,938
Assets. Other investments not covered elsewhere at end of year	2021-04-30	$238,613
Assets. Other investments not covered elsewhere at beginning of year	2021-04-30	$94,125
Income. Received or receivable in cash from other sources (including rollovers)	2021-04-30	$266,509
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-04-30	$886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-04-30	$693
Other income not declared elsewhere	2021-04-30	$78,845
Administrative expenses (other) incurred	2021-04-30	$42,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-04-30	No
Value of net income/loss	2021-04-30	$7,009,390
Value of net assets at end of year (total assets less liabilities)	2021-04-30	$29,843,636
Value of net assets at beginning of year (total assets less liabilities)	2021-04-30	$22,834,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-04-30	No
Were any leases to which the plan was party in default or uncollectible	2021-04-30	No
Investment advisory and management fees	2021-04-30	$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-04-30	$25,987,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-04-30	$21,022,752
Interest on participant loans	2021-04-30	$12,719
Interest earned on other investments	2021-04-30	$41,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-04-30	$3,372,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-04-30	$1,435,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-04-30	$8,411,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-04-30	No
Was there a failure to transmit to the plan any participant contributions	2021-04-30	No
Has the plan failed to provide any benefit when due under the plan	2021-04-30	No
Contributions received in cash from employer	2021-04-30	$509,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-04-30	$3,827,695
Did the plan have assets held for investment	2021-04-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-04-30	No
Opinion of an independent qualified public accountant for this plan	2021-04-30	Disclaimer
Accountancy firm name	2021-04-30	RUBIN BROWN
Accountancy firm EIN	2021-04-30	430765316
2020 : LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-04-30	$0
Total income from all sources (including contributions)	2020-04-30	$1,291,270
Total loss/gain on sale of assets	2020-04-30	$0
Total of all expenses incurred	2020-04-30	$1,410,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-04-30	$1,323,428
Expenses. Certain deemed distributions of participant loans	2020-04-30	$16,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-04-30	$1,723,244
Value of total assets at end of year	2020-04-30	$22,834,246
Value of total assets at beginning of year	2020-04-30	$22,953,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-04-30	$70,566
Total interest from all sources	2020-04-30	$36,355
Total dividends received (eg from common stock, registered investment company shares)	2020-04-30	$404,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-04-30	$404,928
Was this plan covered by a fidelity bond	2020-04-30	Yes
Value of fidelity bond cover	2020-04-30	$500,000
If this is an individual account plan, was there a blackout period	2020-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-04-30	No
Contributions received from participants	2020-04-30	$1,128,903
Participant contributions at end of year	2020-04-30	$280,938
Participant contributions at beginning of year	2020-04-30	$294,739
Assets. Other investments not covered elsewhere at end of year	2020-04-30	$94,125
Assets. Other investments not covered elsewhere at beginning of year	2020-04-30	$50,903
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-04-30	$693
Other income not declared elsewhere	2020-04-30	$-24,383
Administrative expenses (other) incurred	2020-04-30	$40,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-04-30	No
Value of net income/loss	2020-04-30	$-119,531
Value of net assets at end of year (total assets less liabilities)	2020-04-30	$22,834,246
Value of net assets at beginning of year (total assets less liabilities)	2020-04-30	$22,953,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-04-30	No
Were any leases to which the plan was party in default or uncollectible	2020-04-30	No
Investment advisory and management fees	2020-04-30	$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-04-30	$21,022,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-04-30	$21,686,792
Income. Interest from loans (other than to participants)	2020-04-30	$14,614
Interest earned on other investments	2020-04-30	$21,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-04-30	$1,435,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-04-30	$921,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-04-30	$-848,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-04-30	No
Was there a failure to transmit to the plan any participant contributions	2020-04-30	No
Has the plan failed to provide any benefit when due under the plan	2020-04-30	No
Contributions received in cash from employer	2020-04-30	$594,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-04-30	$1,323,428
Did the plan have assets held for investment	2020-04-30	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	2020-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-04-30	Disclaimer
Accountancy firm name	2020-04-30	RUBIN BROWN
Accountancy firm EIN	2020-04-30	430765316
2019 : LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-04-30	$0
Total income from all sources (including contributions)	2019-04-30	$3,821,654
Total loss/gain on sale of assets	2019-04-30	$0
Total of all expenses incurred	2019-04-30	$3,003,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-04-30	$2,936,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-04-30	$1,828,122
Value of total assets at end of year	2019-04-30	$22,953,777
Value of total assets at beginning of year	2019-04-30	$22,135,758
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-04-30	$67,410
Total interest from all sources	2019-04-30	$13,058
Total dividends received (eg from common stock, registered investment company shares)	2019-04-30	$422,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-04-30	$422,833
Was this plan covered by a fidelity bond	2019-04-30	Yes
Value of fidelity bond cover	2019-04-30	$500,000
If this is an individual account plan, was there a blackout period	2019-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-04-30	No
Contributions received from participants	2019-04-30	$1,133,298
Participant contributions at end of year	2019-04-30	$294,739
Participant contributions at beginning of year	2019-04-30	$285,440
Assets. Other investments not covered elsewhere at end of year	2019-04-30	$50,903
Assets. Other investments not covered elsewhere at beginning of year	2019-04-30	$45,046
Income. Received or receivable in cash from other sources (including rollovers)	2019-04-30	$113,585
Administrative expenses (other) incurred	2019-04-30	$37,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-04-30	No
Value of net income/loss	2019-04-30	$818,019
Value of net assets at end of year (total assets less liabilities)	2019-04-30	$22,953,777
Value of net assets at beginning of year (total assets less liabilities)	2019-04-30	$22,135,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-04-30	No
Were any leases to which the plan was party in default or uncollectible	2019-04-30	No
Investment advisory and management fees	2019-04-30	$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-04-30	$21,686,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-04-30	$20,929,051
Interest on participant loans	2019-04-30	$13,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-04-30	$921,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-04-30	$876,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-04-30	$1,557,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-04-30	No
Was there a failure to transmit to the plan any participant contributions	2019-04-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-04-30	No
Contributions received in cash from employer	2019-04-30	$581,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-04-30	$2,936,225
Did the plan have assets held for investment	2019-04-30	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	2019-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-04-30	Disclaimer
Accountancy firm name	2019-04-30	RUBIN BROWN
Accountancy firm EIN	2019-04-30	430765316
2018 : LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-04-30	$0
Total income from all sources (including contributions)	2018-04-30	$3,680,421
Total loss/gain on sale of assets	2018-04-30	$0
Total of all expenses incurred	2018-04-30	$2,836,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-04-30	$2,771,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-04-30	$1,543,265
Value of total assets at end of year	2018-04-30	$22,135,758
Value of total assets at beginning of year	2018-04-30	$21,292,327
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-04-30	$65,892
Total interest from all sources	2018-04-30	$25,344
Total dividends received (eg from common stock, registered investment company shares)	2018-04-30	$342,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-04-30	$342,416
Was this plan covered by a fidelity bond	2018-04-30	Yes
Value of fidelity bond cover	2018-04-30	$500,000
If this is an individual account plan, was there a blackout period	2018-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-04-30	No
Contributions received from participants	2018-04-30	$916,701
Participant contributions at end of year	2018-04-30	$285,440
Participant contributions at beginning of year	2018-04-30	$288,649
Income. Received or receivable in cash from other sources (including rollovers)	2018-04-30	$133,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-04-30	No
Value of net income/loss	2018-04-30	$843,431
Value of net assets at end of year (total assets less liabilities)	2018-04-30	$22,135,758
Value of net assets at beginning of year (total assets less liabilities)	2018-04-30	$21,292,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-04-30	No
Were any leases to which the plan was party in default or uncollectible	2018-04-30	No
Investment advisory and management fees	2018-04-30	$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-04-30	$20,974,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-04-30	$21,003,678
Interest on participant loans	2018-04-30	$13,608
Interest earned on other investments	2018-04-30	$11,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-04-30	$876,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-04-30	$1,769,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-04-30	No
Was there a failure to transmit to the plan any participant contributions	2018-04-30	No
Has the plan failed to provide any benefit when due under the plan	2018-04-30	No
Contributions received in cash from employer	2018-04-30	$493,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-04-30	$2,771,098
Contract administrator fees	2018-04-30	$35,892
Did the plan have assets held for investment	2018-04-30	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	2018-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-04-30	Disclaimer
Accountancy firm name	2018-04-30	RUBIN BROWN
Accountancy firm EIN	2018-04-30	430765316
2017 : LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-04-30	$0
Total income from all sources (including contributions)	2017-04-30	$3,721,962
Total loss/gain on sale of assets	2017-04-30	$0
Total of all expenses incurred	2017-04-30	$2,064,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-04-30	$2,019,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-04-30	$1,395,292
Value of total assets at end of year	2017-04-30	$21,292,327
Value of total assets at beginning of year	2017-04-30	$19,634,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-04-30	$44,646
Total interest from all sources	2017-04-30	$45,603
Total dividends received (eg from common stock, registered investment company shares)	2017-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-04-30	No
Was this plan covered by a fidelity bond	2017-04-30	Yes
Value of fidelity bond cover	2017-04-30	$500,000
If this is an individual account plan, was there a blackout period	2017-04-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-04-30	No
Contributions received from participants	2017-04-30	$747,835
Participant contributions at end of year	2017-04-30	$288,649
Participant contributions at beginning of year	2017-04-30	$282,810
Income. Received or receivable in cash from other sources (including rollovers)	2017-04-30	$110,140
Administrative expenses (other) incurred	2017-04-30	$44,646
Total non interest bearing cash at beginning of year	2017-04-30	$11,068,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-04-30	No
Value of net income/loss	2017-04-30	$1,657,807
Value of net assets at end of year (total assets less liabilities)	2017-04-30	$21,292,327
Value of net assets at beginning of year (total assets less liabilities)	2017-04-30	$19,634,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-04-30	No
Were any leases to which the plan was party in default or uncollectible	2017-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-04-30	$19,177,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-04-30	$8,282,763
Interest on participant loans	2017-04-30	$12,833
Interest earned on other investments	2017-04-30	$32,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-04-30	$1,826,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-04-30	$2,281,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-04-30	No
Was there a failure to transmit to the plan any participant contributions	2017-04-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-04-30	No
Contributions received in cash from employer	2017-04-30	$537,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-04-30	$2,019,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-04-30	Yes
Did the plan have assets held for investment	2017-04-30	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	2017-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-04-30	Disclaimer
Accountancy firm name	2017-04-30	RUBIN BROWN
Accountancy firm EIN	2017-04-30	430765316
2016 : LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-04-30	$0
Total income from all sources (including contributions)	2016-04-30	$848,250
Total loss/gain on sale of assets	2016-04-30	$0
Total of all expenses incurred	2016-04-30	$579,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-04-30	$579,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-04-30	$1,071,584
Value of total assets at end of year	2016-04-30	$19,634,520
Value of total assets at beginning of year	2016-04-30	$19,366,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-04-30	$665
Total interest from all sources	2016-04-30	$45,542
Total dividends received (eg from common stock, registered investment company shares)	2016-04-30	$256,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-04-30	$256,074
Was this plan covered by a fidelity bond	2016-04-30	Yes
Value of fidelity bond cover	2016-04-30	$500,000
If this is an individual account plan, was there a blackout period	2016-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-04-30	No
Contributions received from participants	2016-04-30	$669,511
Participant contributions at end of year	2016-04-30	$282,810
Participant contributions at beginning of year	2016-04-30	$268,055
Assets. Other investments not covered elsewhere at beginning of year	2016-04-30	$533,329
Income. Received or receivable in cash from other sources (including rollovers)	2016-04-30	$21,150
Administrative expenses (other) incurred	2016-04-30	$665
Total non interest bearing cash at end of year	2016-04-30	$11,068,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-04-30	No
Value of net income/loss	2016-04-30	$268,325
Value of net assets at end of year (total assets less liabilities)	2016-04-30	$19,634,520
Value of net assets at beginning of year (total assets less liabilities)	2016-04-30	$19,366,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-04-30	No
Were any leases to which the plan was party in default or uncollectible	2016-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-04-30	$8,282,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-04-30	$16,183,952
Interest on participant loans	2016-04-30	$11,232
Interest earned on other investments	2016-04-30	$34,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-04-30	$2,380,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-04-30	$-524,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-04-30	No
Was there a failure to transmit to the plan any participant contributions	2016-04-30	No
Has the plan failed to provide any benefit when due under the plan	2016-04-30	No
Contributions received in cash from employer	2016-04-30	$380,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-04-30	$579,260
Did the plan have assets held for investment	2016-04-30	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	2016-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-04-30	Disclaimer
Accountancy firm name	2016-04-30	RUBIN BROWN
Accountancy firm EIN	2016-04-30	430765316
2015 : LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-04-30	$0
Total income from all sources (including contributions)	2015-04-30	$2,830,779
Total loss/gain on sale of assets	2015-04-30	$0
Total of all expenses incurred	2015-04-30	$3,504,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-04-30	$3,492,742
Expenses. Certain deemed distributions of participant loans	2015-04-30	$11,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-04-30	$1,098,714
Value of total assets at end of year	2015-04-30	$19,366,195
Value of total assets at beginning of year	2015-04-30	$20,039,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-04-30	$0
Total interest from all sources	2015-04-30	$46,379
Total dividends received (eg from common stock, registered investment company shares)	2015-04-30	$208,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-04-30	$208,177
Was this plan covered by a fidelity bond	2015-04-30	Yes
Value of fidelity bond cover	2015-04-30	$500,000
If this is an individual account plan, was there a blackout period	2015-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-04-30	No
Contributions received from participants	2015-04-30	$654,338
Participant contributions at end of year	2015-04-30	$268,055
Participant contributions at beginning of year	2015-04-30	$272,901
Assets. Other investments not covered elsewhere at end of year	2015-04-30	$533,329
Income. Received or receivable in cash from other sources (including rollovers)	2015-04-30	$13,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-04-30	No
Value of net income/loss	2015-04-30	$-673,695
Value of net assets at end of year (total assets less liabilities)	2015-04-30	$19,366,195
Value of net assets at beginning of year (total assets less liabilities)	2015-04-30	$20,039,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-04-30	No
Were any leases to which the plan was party in default or uncollectible	2015-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-04-30	$16,183,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-04-30	$17,490,150
Interest on participant loans	2015-04-30	$11,526
Interest earned on other investments	2015-04-30	$34,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-04-30	$18,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-04-30	$18,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-04-30	$2,380,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-04-30	$2,257,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-04-30	$1,477,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-04-30	No
Was there a failure to transmit to the plan any participant contributions	2015-04-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-04-30	No
Contributions received in cash from employer	2015-04-30	$430,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-04-30	$3,492,742
Did the plan have assets held for investment	2015-04-30	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	2015-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-04-30	Disclaimer
Accountancy firm name	2015-04-30	RUBIN BROWN
Accountancy firm EIN	2015-04-30	430765316
2014 : LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-04-30	$2,256,079
Total unrealized appreciation/depreciation of assets	2014-04-30	$2,256,079
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-04-30	$0
Total income from all sources (including contributions)	2014-04-30	$3,695,449
Total loss/gain on sale of assets	2014-04-30	$0
Total of all expenses incurred	2014-04-30	$1,021,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-04-30	$1,021,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-04-30	$1,255,841
Value of total assets at end of year	2014-04-30	$20,039,890
Value of total assets at beginning of year	2014-04-30	$17,365,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-04-30	$0
Total interest from all sources	2014-04-30	$40,955
Total dividends received (eg from common stock, registered investment company shares)	2014-04-30	$142,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-04-30	$142,574
Was this plan covered by a fidelity bond	2014-04-30	Yes
Value of fidelity bond cover	2014-04-30	$500,000
If this is an individual account plan, was there a blackout period	2014-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-04-30	No
Contributions received from participants	2014-04-30	$723,829
Participant contributions at end of year	2014-04-30	$272,901
Participant contributions at beginning of year	2014-04-30	$349,767
Income. Received or receivable in cash from other sources (including rollovers)	2014-04-30	$140,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-04-30	No
Value of net income/loss	2014-04-30	$2,674,249
Value of net assets at end of year (total assets less liabilities)	2014-04-30	$20,039,890
Value of net assets at beginning of year (total assets less liabilities)	2014-04-30	$17,365,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-04-30	No
Were any leases to which the plan was party in default or uncollectible	2014-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-04-30	$17,490,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-04-30	$14,298,321
Interest on participant loans	2014-04-30	$12,681
Interest earned on other investments	2014-04-30	$28,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-04-30	$18,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-04-30	$9,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-04-30	$9,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-04-30	$2,257,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-04-30	$2,243,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-04-30	No
Was there a failure to transmit to the plan any participant contributions	2014-04-30	Yes
Has the plan failed to provide any benefit when due under the plan	2014-04-30	No
Contributions received in cash from employer	2014-04-30	$391,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-04-30	$1,021,200
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-04-30	$464,527
Did the plan have assets held for investment	2014-04-30	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	2014-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-04-30	Disclaimer
Accountancy firm name	2014-04-30	RUBIN BROWN
Accountancy firm EIN	2014-04-30	430765316
2013 : LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-04-30	$31,039
Total unrealized appreciation/depreciation of assets	2013-04-30	$31,039
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-30	$0
Total income from all sources (including contributions)	2013-04-30	$2,802,567
Total loss/gain on sale of assets	2013-04-30	$0
Total of all expenses incurred	2013-04-30	$940,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-04-30	$928,974
Expenses. Certain deemed distributions of participant loans	2013-04-30	$11,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-04-30	$963,440
Value of total assets at end of year	2013-04-30	$17,365,641
Value of total assets at beginning of year	2013-04-30	$15,503,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-04-30	$0
Total interest from all sources	2013-04-30	$52,051
Total dividends received (eg from common stock, registered investment company shares)	2013-04-30	$8,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-04-30	No
Was this plan covered by a fidelity bond	2013-04-30	Yes
Value of fidelity bond cover	2013-04-30	$500,000
If this is an individual account plan, was there a blackout period	2013-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-04-30	No
Contributions received from participants	2013-04-30	$569,001
Participant contributions at end of year	2013-04-30	$349,767
Participant contributions at beginning of year	2013-04-30	$301,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-04-30	No
Value of net income/loss	2013-04-30	$1,861,642
Value of net assets at end of year (total assets less liabilities)	2013-04-30	$17,365,641
Value of net assets at beginning of year (total assets less liabilities)	2013-04-30	$15,503,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-04-30	No
Were any leases to which the plan was party in default or uncollectible	2013-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-04-30	$14,298,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-04-30	$12,906,509
Interest on participant loans	2013-04-30	$14,669
Interest earned on other investments	2013-04-30	$37,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-04-30	$9,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-04-30	$877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-04-30	$877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-04-30	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-04-30	$2,243,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-04-30	$2,294,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-04-30	$1,747,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-04-30	No
Was there a failure to transmit to the plan any participant contributions	2013-04-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-04-30	No
Contributions received in cash from employer	2013-04-30	$394,439
Income. Dividends from common stock	2013-04-30	$8,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-04-30	$928,974
Assets. Corporate common stocks other than exployer securities at end of year	2013-04-30	$464,527
Did the plan have assets held for investment	2013-04-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-04-30	Disclaimer
Accountancy firm name	2013-04-30	RUBIN BROWN
Accountancy firm EIN	2013-04-30	430765316
2012 : LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-04-30	$0
Total income from all sources (including contributions)	2012-04-30	$816,804
Total loss/gain on sale of assets	2012-04-30	$0
Total of all expenses incurred	2012-04-30	$1,225,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-04-30	$1,225,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-04-30	$996,810
Value of total assets at end of year	2012-04-30	$15,503,999
Value of total assets at beginning of year	2012-04-30	$15,913,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-04-30	$0
Total interest from all sources	2012-04-30	$54,301
Total dividends received (eg from common stock, registered investment company shares)	2012-04-30	$138,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-04-30	$138,231
Was this plan covered by a fidelity bond	2012-04-30	Yes
Value of fidelity bond cover	2012-04-30	$500,000
If this is an individual account plan, was there a blackout period	2012-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-04-30	No
Contributions received from participants	2012-04-30	$553,874
Participant contributions at end of year	2012-04-30	$301,746
Participant contributions at beginning of year	2012-04-30	$302,649
Income. Received or receivable in cash from other sources (including rollovers)	2012-04-30	$4,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-04-30	No
Value of net income/loss	2012-04-30	$-409,002
Value of net assets at end of year (total assets less liabilities)	2012-04-30	$15,503,999
Value of net assets at beginning of year (total assets less liabilities)	2012-04-30	$15,913,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-04-30	No
Were any leases to which the plan was party in default or uncollectible	2012-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-04-30	$12,906,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-04-30	$13,526,675
Interest on participant loans	2012-04-30	$12,106
Interest earned on other investments	2012-04-30	$42,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-04-30	$877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-04-30	$82,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-04-30	$82,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-04-30	$2,294,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-04-30	$2,000,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-04-30	$-372,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-04-30	No
Was there a failure to transmit to the plan any participant contributions	2012-04-30	No
Has the plan failed to provide any benefit when due under the plan	2012-04-30	No
Contributions received in cash from employer	2012-04-30	$438,624
Employer contributions (assets) at end of year	2012-04-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-04-30	$1,225,806
Did the plan have assets held for investment	2012-04-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-04-30	Disclaimer
Accountancy firm name	2012-04-30	RUBIN BROWN
Accountancy firm EIN	2012-04-30	430765316
2011 : LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-04-30	$91,131
Total unrealized appreciation/depreciation of assets	2011-04-30	$91,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-04-30	$0
Total income from all sources (including contributions)	2011-04-30	$3,482,872
Total loss/gain on sale of assets	2011-04-30	$776
Total of all expenses incurred	2011-04-30	$2,299,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-04-30	$2,299,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-04-30	$1,381,984
Value of total assets at end of year	2011-04-30	$15,913,001
Value of total assets at beginning of year	2011-04-30	$14,729,238
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-04-30	$95
Total interest from all sources	2011-04-30	$55,564
Total dividends received (eg from common stock, registered investment company shares)	2011-04-30	$148,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-04-30	$142,208
Was this plan covered by a fidelity bond	2011-04-30	Yes
Value of fidelity bond cover	2011-04-30	$500,000
If this is an individual account plan, was there a blackout period	2011-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-04-30	No
Contributions received from participants	2011-04-30	$645,721
Participant contributions at end of year	2011-04-30	$302,649
Participant contributions at beginning of year	2011-04-30	$338,921
Income. Received or receivable in cash from other sources (including rollovers)	2011-04-30	$31,572
Administrative expenses (other) incurred	2011-04-30	$95
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-04-30	No
Value of net income/loss	2011-04-30	$1,183,763
Value of net assets at end of year (total assets less liabilities)	2011-04-30	$15,913,001
Value of net assets at beginning of year (total assets less liabilities)	2011-04-30	$14,729,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-04-30	No
Were any leases to which the plan was party in default or uncollectible	2011-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-04-30	$13,061,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-04-30	$12,789,799
Interest on participant loans	2011-04-30	$14,196
Interest earned on other investments	2011-04-30	$41,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-04-30	$84,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-04-30	$400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-04-30	$400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-04-30	$2,000,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-04-30	$1,600,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-04-30	$1,805,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-04-30	No
Was there a failure to transmit to the plan any participant contributions	2011-04-30	No
Has the plan failed to provide any benefit when due under the plan	2011-04-30	No
Contributions received in cash from employer	2011-04-30	$704,691
Income. Dividends from common stock	2011-04-30	$6,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-04-30	$2,299,014
Assets. Corporate common stocks other than exployer securities at end of year	2011-04-30	$463,062
Did the plan have assets held for investment	2011-04-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-04-30	No
Aggregate proceeds on sale of assets	2011-04-30	$5,498
Aggregate carrying amount (costs) on sale of assets	2011-04-30	$4,722
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-04-30	Disclaimer
Accountancy firm name	2011-04-30	RUBIN BROWN
Accountancy firm EIN	2011-04-30	430765316

Form 5500 Responses for LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN

2022: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-05-01	Type of plan entity	Single employer plan
2022-05-01	Submission has been amended	No
2022-05-01	This submission is the final filing	No
2022-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-05-01	Plan is a collectively bargained plan	No
2022-05-01	Plan funding arrangement – Insurance	Yes
2022-05-01	Plan funding arrangement – Trust	Yes
2022-05-01	Plan benefit arrangement – Insurance	Yes
2022-05-01	Plan benefit arrangement - Trust	Yes
2021: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-05-01	Type of plan entity	Single employer plan
2021-05-01	Submission has been amended	No
2021-05-01	This submission is the final filing	No
2021-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-05-01	Plan is a collectively bargained plan	No
2021-05-01	Plan funding arrangement – Insurance	Yes
2021-05-01	Plan funding arrangement – Trust	Yes
2021-05-01	Plan benefit arrangement – Insurance	Yes
2021-05-01	Plan benefit arrangement - Trust	Yes
2020: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-05-01	Type of plan entity	Single employer plan
2020-05-01	Submission has been amended	No
2020-05-01	This submission is the final filing	No
2020-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-05-01	Plan is a collectively bargained plan	No
2020-05-01	Plan funding arrangement – Insurance	Yes
2020-05-01	Plan funding arrangement – Trust	Yes
2020-05-01	Plan benefit arrangement – Insurance	Yes
2020-05-01	Plan benefit arrangement - Trust	Yes
2019: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-05-01	Type of plan entity	Single employer plan
2019-05-01	Submission has been amended	No
2019-05-01	This submission is the final filing	No
2019-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-05-01	Plan is a collectively bargained plan	No
2019-05-01	Plan funding arrangement – Insurance	Yes
2019-05-01	Plan funding arrangement – Trust	Yes
2019-05-01	Plan benefit arrangement – Insurance	Yes
2019-05-01	Plan benefit arrangement - Trust	Yes
2018: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-05-01	Type of plan entity	Single employer plan
2018-05-01	Submission has been amended	No
2018-05-01	This submission is the final filing	No
2018-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-05-01	Plan is a collectively bargained plan	No
2018-05-01	Plan funding arrangement – Insurance	Yes
2018-05-01	Plan funding arrangement – Trust	Yes
2018-05-01	Plan benefit arrangement – Insurance	Yes
2018-05-01	Plan benefit arrangement - Trust	Yes
2017: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-05-01	Type of plan entity	Single employer plan
2017-05-01	Submission has been amended	No
2017-05-01	This submission is the final filing	No
2017-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-05-01	Plan is a collectively bargained plan	No
2017-05-01	Plan funding arrangement – Insurance	Yes
2017-05-01	Plan funding arrangement – Trust	Yes
2017-05-01	Plan benefit arrangement – Insurance	Yes
2017-05-01	Plan benefit arrangement - Trust	Yes
2016: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-05-01	Type of plan entity	Single employer plan
2016-05-01	Submission has been amended	No
2016-05-01	This submission is the final filing	No
2016-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-05-01	Plan is a collectively bargained plan	No
2016-05-01	Plan funding arrangement – Insurance	Yes
2016-05-01	Plan funding arrangement – Trust	Yes
2016-05-01	Plan benefit arrangement – Insurance	Yes
2016-05-01	Plan benefit arrangement - Trust	Yes
2015: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	Submission has been amended	No
2015-05-01	This submission is the final filing	No
2015-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-05-01	Plan is a collectively bargained plan	No
2015-05-01	Plan funding arrangement – Insurance	Yes
2015-05-01	Plan funding arrangement – Trust	Yes
2015-05-01	Plan benefit arrangement – Insurance	Yes
2015-05-01	Plan benefit arrangement - Trust	Yes
2014: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Submission has been amended	No
2014-05-01	This submission is the final filing	No
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-05-01	Plan is a collectively bargained plan	No
2014-05-01	Plan funding arrangement – Insurance	Yes
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement – Insurance	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes
2013: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	Submission has been amended	No
2013-05-01	This submission is the final filing	No
2013-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-05-01	Plan is a collectively bargained plan	No
2013-05-01	Plan funding arrangement – Insurance	Yes
2013-05-01	Plan funding arrangement – Trust	Yes
2013-05-01	Plan benefit arrangement – Insurance	Yes
2013-05-01	Plan benefit arrangement - Trust	Yes
2012: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Submission has been amended	No
2012-05-01	This submission is the final filing	No
2012-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-05-01	Plan is a collectively bargained plan	No
2012-05-01	Plan funding arrangement – Insurance	Yes
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement – Insurance	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes
2011: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Submission has been amended	No
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-05-01	Plan is a collectively bargained plan	No
2011-05-01	Plan funding arrangement – Insurance	Yes
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement – Insurance	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2010: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-05-01	Type of plan entity	Single employer plan
2010-05-01	Submission has been amended	No
2010-05-01	This submission is the final filing	No
2010-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-05-01	Plan is a collectively bargained plan	No
2010-05-01	Plan funding arrangement – Insurance	Yes
2010-05-01	Plan funding arrangement – Trust	Yes
2010-05-01	Plan benefit arrangement – Insurance	Yes
2010-05-01	Plan benefit arrangement - Trust	Yes
2009: LURIE BESIKOF LAPIDUS & COMPANY, LLP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	Submission has been amended	No
2009-05-01	This submission is the final filing	No
2009-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-05-01	Plan is a collectively bargained plan	No
2009-05-01	Plan funding arrangement – Insurance	Yes
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement – Insurance	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

QK63029

Policy instance

Insurance contract or identification number	QK63029
Number of Individuals Covered	0
Insurance policy start date	2022-05-01
Insurance policy end date	2023-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

QK63029

Policy instance

Insurance contract or identification number	QK63029
Number of Individuals Covered	240
Insurance policy start date	2021-05-01
Insurance policy end date	2022-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

QK63029

Policy instance

Insurance contract or identification number	QK63029
Number of Individuals Covered	220
Insurance policy start date	2020-05-01
Insurance policy end date	2021-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

QK63029

Policy instance

Insurance contract or identification number	QK63029
Number of Individuals Covered	207
Insurance policy start date	2019-05-01
Insurance policy end date	2020-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

QK63029

Policy instance

Insurance contract or identification number	QK63029
Number of Individuals Covered	220
Insurance policy start date	2018-05-01
Insurance policy end date	2019-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

QK63029

Policy instance

Insurance contract or identification number	QK63029
Number of Individuals Covered	195
Insurance policy start date	2017-05-01
Insurance policy end date	2018-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

107073

Policy instance

Insurance contract or identification number	107073
Number of Individuals Covered	0
Insurance policy start date	2015-05-01
Insurance policy end date	2016-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

107073

Policy instance

Insurance contract or identification number	107073
Number of Individuals Covered	156
Insurance policy start date	2014-05-01
Insurance policy end date	2015-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

107073

Policy instance

Insurance contract or identification number	107073
Number of Individuals Covered	150
Insurance policy start date	2013-05-01
Insurance policy end date	2014-04-30
Total amount of commissions paid to insurance broker	USD $3,971
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $3,971
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	THE OAK RIDGE FINANCIAL GROUP, INC.

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

107073

Policy instance

Insurance contract or identification number	107073
Number of Individuals Covered	147
Insurance policy start date	2012-05-01
Insurance policy end date	2013-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,430
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	5430
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	THE OAK RIDGE FINANCIAL GROUP, INC.

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

107073

Policy instance

Insurance contract or identification number	107073
Number of Individuals Covered	146
Insurance policy start date	2011-05-01
Insurance policy end date	2012-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,950
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

107073

Policy instance

Insurance contract or identification number	107073
Number of Individuals Covered	164
Insurance policy start date	2010-05-01
Insurance policy end date	2011-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,154
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	LURIE, LLP
Employer identification number (EIN):	410721734
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants