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CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 401k Plan overview

Plan NameCYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING
Plan identification number 001

CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING Benefits

401k Plan TypeDefined 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.
  • 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

CYRULI SHANKS & ZIZMOR LLP has sponsored the creation of one or more 401k plans.

Company Name:CYRULI SHANKS & ZIZMOR LLP
Employer identification number (EIN):412079599
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANDREW ZIZMOR
0012016-01-01ANDREW ZIZMOR
0012015-01-01ANDREW ZIZMOR
0012014-01-01ANDREW ZIZMOR
0012013-01-01ANDREW ZIZMOR
0012012-01-01ANDREW ZIZMOR
0012011-01-01ANDREW ZIZMOR
0012010-01-01ANDREW ZIZMOR
0012009-01-01ANDREW ZIZMOR

Plan Statistics for CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING

401k plan membership statisitcs for CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING

Measure Date Value
2022: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year2022-01-0116
Total number of active participants reported on line 7a of the Form 55002022-01-0117
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0118
Number of participants with account balances2022-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year2021-01-0112
Total number of active participants reported on line 7a of the Form 55002021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0116
Total participants2021-01-0116
Number of participants with account balances2021-01-0111
2020: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year2020-01-0116
Total number of active participants reported on line 7a of the Form 55002020-01-0110
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0112
Number of participants with account balances2020-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0116
Total participants2019-01-0116
Number of participants with account balances2019-01-019
2018: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year2018-01-0118
Total number of active participants reported on line 7a of the Form 55002018-01-0115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0116
Number of participants with account balances2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-0117
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0118
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year2016-01-0115
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0116
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year2015-01-0117
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115
Number of participants with account balances2015-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year2014-01-0117
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0117
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year2013-01-0116
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0117
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0116
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2010 401k membership
Total participants, beginning-of-year2010-01-0115
Total number of active participants reported on line 7a of the Form 55002010-01-0113
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0115
Number of participants with account balances2010-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0115
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING

Measure Date Value
2022 : CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-43,777
Expenses. Total of all expenses incurred2022-12-31$19,546
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$2,677,864
Total plan assets at beginning of year2022-12-31$2,741,187
Value of fidelity bond covering the plan2022-12-31$250,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$151,273
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-277,518
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-63,323
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,677,864
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,741,187
Assets. Value of participant loans2022-12-31$106,409
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$82,468
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$19,546
2021 : CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$510,338
Expenses. Total of all expenses incurred2021-12-31$305,224
Benefits paid (including direct rollovers)2021-12-31$285,154
Total plan assets at end of year2021-12-31$2,741,187
Total plan assets at beginning of year2021-12-31$2,536,073
Value of fidelity bond covering the plan2021-12-31$250,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$142,336
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$273,404
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$205,114
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,741,187
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,536,073
Assets. Value of participant loans2021-12-31$68,437
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$94,598
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$20,070
2020 : CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$235,937
Expenses. Total of all expenses incurred2020-12-31$55,407
Benefits paid (including direct rollovers)2020-12-31$37,329
Total plan assets at end of year2020-12-31$2,536,073
Total plan assets at beginning of year2020-12-31$2,355,543
Value of fidelity bond covering the plan2020-12-31$235,555
Total contributions received or receivable from participants2020-12-31$117,417
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$65,127
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$180,530
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,536,073
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,355,543
Assets. Value of participant loans2020-12-31$71,833
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$53,393
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$18,078
2019 : CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$518,485
Expenses. Total of all expenses incurred2019-12-31$17,015
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$2,355,543
Total plan assets at beginning of year2019-12-31$1,854,073
Value of fidelity bond covering the plan2019-12-31$225,000
Total contributions received or receivable from participants2019-12-31$82,387
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$387,593
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$501,470
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,355,543
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,854,073
Assets. Value of participant loans2019-12-31$68,851
Total contributions received or receivable from employer(s)2019-12-31$48,505
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$17,015
2018 : CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-3,970
Expenses. Total of all expenses incurred2018-12-31$189,286
Benefits paid (including direct rollovers)2018-12-31$171,169
Total plan assets at end of year2018-12-31$1,854,073
Total plan assets at beginning of year2018-12-31$2,047,329
Value of fidelity bond covering the plan2018-12-31$225,000
Total contributions received or receivable from participants2018-12-31$81,619
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-109,487
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-193,256
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,854,073
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,047,329
Assets. Value of participant loans2018-12-31$63,337
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$23,898
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$18,117
2017 : CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$446,809
Expenses. Total of all expenses incurred2017-12-31$208,067
Benefits paid (including direct rollovers)2017-12-31$193,079
Total plan assets at end of year2017-12-31$2,047,329
Total plan assets at beginning of year2017-12-31$1,808,587
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$88,392
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$284,992
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$238,742
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,047,329
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,808,587
Assets. Value of participant loans2017-12-31$74,212
Total contributions received or receivable from employer(s)2017-12-31$73,425
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$14,988
2016 : CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$281,490
Expenses. Total of all expenses incurred2016-12-31$154,945
Benefits paid (including direct rollovers)2016-12-31$136,359
Total plan assets at end of year2016-12-31$1,808,587
Total plan assets at beginning of year2016-12-31$1,682,042
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$93,493
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$18,220
Other income received2016-12-31$134,299
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$126,545
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,808,587
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,682,042
Assets. Value of participant loans2016-12-31$98,147
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$35,478
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$18,586
2015 : CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$137,682
Expenses. Total of all expenses incurred2015-12-31$2,491
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,682,042
Total plan assets at beginning of year2015-12-31$1,546,851
Value of fidelity bond covering the plan2015-12-31$95,000
Total contributions received or receivable from participants2015-12-31$97,754
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$14,844
Other income received2015-12-31$-30,881
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$135,191
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,682,042
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,546,851
Assets. Value of participant loans2015-12-31$11,844
Total contributions received or receivable from employer(s)2015-12-31$55,965
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,491
2014 : CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$195,698
Expenses. Total of all expenses incurred2014-12-31$2,211
Total plan assets at end of year2014-12-31$1,546,851
Total plan assets at beginning of year2014-12-31$1,353,364
Value of fidelity bond covering the plan2014-12-31$95,000
Total contributions received or receivable from participants2014-12-31$80,983
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$69,246
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$193,487
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,546,851
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,353,364
Assets. Value of participant loans2014-12-31$15,688
Total contributions received or receivable from employer(s)2014-12-31$45,469
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,211
2013 : CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$315,328
Expenses. Total of all expenses incurred2013-12-31$54,069
Benefits paid (including direct rollovers)2013-12-31$50,969
Total plan assets at end of year2013-12-31$1,353,364
Total plan assets at beginning of year2013-12-31$1,092,105
Value of fidelity bond covering the plan2013-12-31$95,000
Total contributions received or receivable from participants2013-12-31$101,639
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$161,861
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$261,259
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,353,364
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,092,105
Assets. Value of participant loans2013-12-31$20,165
Total contributions received or receivable from employer(s)2013-12-31$51,828
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$279,310
Expenses. Total of all expenses incurred2012-12-31$3,869
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,092,105
Total plan assets at beginning of year2012-12-31$816,664
Value of fidelity bond covering the plan2012-12-31$60,000
Total contributions received or receivable from participants2012-12-31$109,895
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$114,253
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$275,441
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,092,105
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$816,664
Assets. Value of participant loans2012-12-31$1,562
Total contributions received or receivable from employer(s)2012-12-31$55,162
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,869
2011 : CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$116,912
Expenses. Total of all expenses incurred2011-12-31$62,745
Benefits paid (including direct rollovers)2011-12-31$62,745
Total plan assets at end of year2011-12-31$816,664
Total plan assets at beginning of year2011-12-31$762,497
Value of fidelity bond covering the plan2011-12-31$60,000
Total contributions received or receivable from participants2011-12-31$95,840
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-35,865
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$54,167
Net plan assets at end of year (total assets less liabilities)2011-12-31$816,664
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$762,497
Total contributions received or receivable from employer(s)2011-12-31$56,937
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$188,539
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$762,497
Total plan assets at beginning of year2010-12-31$573,958
Value of fidelity bond covering the plan2010-12-31$60,000
Total contributions received or receivable from participants2010-12-31$71,292
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$72,304
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$188,539
Net plan assets at end of year (total assets less liabilities)2010-12-31$762,497
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$573,958
Total contributions received or receivable from employer(s)2010-12-31$44,943
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2009 : CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING

2022: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CYRULI, SHANKS, & ZIZMOR LLP 401(K) PROFIT SHARING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number800254
Policy instance 1
Insurance contract or identification number800254
Number of Individuals Covered12
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,408
Total amount of fees paid to insurance companyUSD $811
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,204
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameDAVID G. LEONARD
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number800254
Policy instance 1
Insurance contract or identification number800254
Number of Individuals Covered12
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,615
Total amount of fees paid to insurance companyUSD $712
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,807
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameDAVID G. LEONARD
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number800254
Policy instance 1
Insurance contract or identification number800254
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,104
Total amount of fees paid to insurance companyUSD $1,721
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,052
Insurance broker organization code?3
Amount paid for insurance broker fees1621
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameCREATIVE PLAN DESIGNS, LTD.
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number937967
Policy instance 1
Insurance contract or identification number937967
Number of Individuals Covered12
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,020
Total amount of fees paid to insurance companyUSD $71
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,020
Insurance broker organization code?3
Amount paid for insurance broker fees71
Additional information about fees paid to insurance brokerTO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICES
Insurance broker nameCREATIVE PLAN DESIGNS, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number800254
Policy instance 2
Insurance contract or identification number800254
Number of Individuals Covered12
Insurance policy start date2012-03-22
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,807
Total amount of fees paid to insurance companyUSD $2,200
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,903
Insurance broker organization code?3
Amount paid for insurance broker fees2038
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker nameDAVID G. LEONARD
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number937967
Policy instance 1
Insurance contract or identification number937967
Number of Individuals Covered11
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,706
Total amount of fees paid to insurance companyUSD $442
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number937967
Policy instance 1
Insurance contract or identification number937967
Number of Individuals Covered12
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,107
Total amount of fees paid to insurance companyUSD $293
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,107
Insurance broker organization code?3
Amount paid for insurance broker fees293
Additional information about fees paid to insurance brokerTO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICES
Insurance broker nameCREATIVE PLAN DESIGNS, LTD.

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