401k Plan data: THE PESSIN KATZ LAW, PA 401(K) PLAN plan

THE PESSIN KATZ LAW, PA 401(K) PLAN 401k Plan overview

Plan Name	THE PESSIN KATZ LAW, PA 401(K) PLAN
Plan identification number	001

THE PESSIN KATZ LAW, PA 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

PESSIN KATZ LAW, P.A. has sponsored the creation of one or more 401k plans.

Company Name: PESSIN KATZ LAW, P.A.

Employer identification number (EIN): 521598578

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PESSIN KATZ LAW, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CARL SPAETH
001 2016-01-01 CARL SPAETH
001 2015-01-01 CARL SPAETH CARL SPAETH 2016-09-21
001 2014-01-01 CARL SPAETH
001 2013-01-01 CARL SPAETH JR.
001 2012-01-01 CARL SPAETH JR
001 2011-01-01 CARL SPAETH JR.
001 2009-01-01 CARL SPAETH
001 2009-01-01 CARL SPAETH

Plan Statistics for THE PESSIN KATZ LAW, PA 401(K) PLAN

401k plan membership statisitcs for THE PESSIN KATZ LAW, PA 401(K) PLAN

Measure Date Value
2022: THE PESSIN KATZ LAW, PA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 91
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 23
Total of all active and inactive participants 2022-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 115
Number of participants with account balances 2022-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE PESSIN KATZ LAW, PA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 86
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 22
Total of all active and inactive participants 2021-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 108
Number of participants with account balances 2021-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE PESSIN KATZ LAW, PA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 90
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 18
Total of all active and inactive participants 2020-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 108
Number of participants with account balances 2020-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE PESSIN KATZ LAW, PA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 97
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 16
Total of all active and inactive participants 2019-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 113
Number of participants with account balances 2019-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE PESSIN KATZ LAW, PA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 103
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 111
Number of participants with account balances 2018-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE PESSIN KATZ LAW, PA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 107
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 114
Number of participants with account balances 2017-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE PESSIN KATZ LAW, PA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 91
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 105
Number of participants with account balances 2016-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE PESSIN KATZ LAW, PA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 95
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 14
Total of all active and inactive participants 2015-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 109
Number of participants with account balances 2015-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: THE PESSIN KATZ LAW, PA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 96
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 110
Number of participants with account balances 2014-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: THE PESSIN KATZ LAW, PA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 91
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 17
Total of all active and inactive participants 2013-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 108
Number of participants with account balances 2013-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: THE PESSIN KATZ LAW, PA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 93
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 107
Number of participants with account balances 2012-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: THE PESSIN KATZ LAW, PA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 95
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 15
Total of all active and inactive participants 2011-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 111
Number of participants with account balances 2011-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: THE PESSIN KATZ LAW, PA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 94
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 21
Total of all active and inactive participants 2009-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 116
Number of participants with account balances 2009-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2022: THE PESSIN KATZ LAW, PA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	91
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	23
Total of all active and inactive participants	2022-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	115
Number of participants with account balances	2022-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE PESSIN KATZ LAW, PA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	86
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	22
Total of all active and inactive participants	2021-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	108
Number of participants with account balances	2021-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE PESSIN KATZ LAW, PA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	90
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	18
Total of all active and inactive participants	2020-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	108
Number of participants with account balances	2020-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE PESSIN KATZ LAW, PA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	97
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	16
Total of all active and inactive participants	2019-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	113
Number of participants with account balances	2019-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE PESSIN KATZ LAW, PA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	103
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	111
Number of participants with account balances	2018-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE PESSIN KATZ LAW, PA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	107
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	114
Number of participants with account balances	2017-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE PESSIN KATZ LAW, PA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	91
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	105
Number of participants with account balances	2016-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE PESSIN KATZ LAW, PA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	95
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	14
Total of all active and inactive participants	2015-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	109
Number of participants with account balances	2015-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: THE PESSIN KATZ LAW, PA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	96
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	110
Number of participants with account balances	2014-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: THE PESSIN KATZ LAW, PA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	91
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	17
Total of all active and inactive participants	2013-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	108
Number of participants with account balances	2013-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: THE PESSIN KATZ LAW, PA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	93
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	107
Number of participants with account balances	2012-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: THE PESSIN KATZ LAW, PA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	95
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	15
Total of all active and inactive participants	2011-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	111
Number of participants with account balances	2011-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: THE PESSIN KATZ LAW, PA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	94
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	21
Total of all active and inactive participants	2009-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	116
Number of participants with account balances	2009-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on THE PESSIN KATZ LAW, PA 401(K) PLAN

Measure	Date	Value
2022 : THE PESSIN KATZ LAW, PA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,212,206
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,682,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,604,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,209,811
Value of total assets at end of year	2022-12-31	$18,874,524
Value of total assets at beginning of year	2022-12-31	$22,769,507
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$78,560
Total interest from all sources	2022-12-31	$12,643
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$78,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$78,491
Administrative expenses professional fees incurred	2022-12-31	$15,224
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$919,518
Participant contributions at end of year	2022-12-31	$309,578
Participant contributions at beginning of year	2022-12-31	$292,208
Other income not declared elsewhere	2022-12-31	$22,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,894,983
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,874,524
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,769,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,388,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,413,629
Value of interest in pooled separate accounts at end of year	2022-12-31	$260,432
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$197,196
Interest on participant loans	2022-12-31	$12,643
Value of interest in common/collective trusts at end of year	2022-12-31	$13,878,032
Value of interest in common/collective trusts at beginning of year	2022-12-31	$16,844,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,032,283
Net investment gain/loss from pooled separate accounts	2022-12-31	$-25,111
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,478,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$290,293
Employer contributions (assets) at end of year	2022-12-31	$37,650
Employer contributions (assets) at beginning of year	2022-12-31	$22,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,604,217
Contract administrator fees	2022-12-31	$63,336
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Qualified
Accountancy firm name	2022-12-31	SC&H ATTEST SERVICES, P.A.
Accountancy firm EIN	2022-12-31	521743645
2021 : THE PESSIN KATZ LAW, PA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,452,341
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$978,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$896,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,020,778
Value of total assets at end of year	2021-12-31	$22,769,507
Value of total assets at beginning of year	2021-12-31	$19,295,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$81,285
Total interest from all sources	2021-12-31	$13,322
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$71,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$71,784
Administrative expenses professional fees incurred	2021-12-31	$14,499
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$990,941
Participant contributions at end of year	2021-12-31	$292,208
Participant contributions at beginning of year	2021-12-31	$338,239
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$702,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,474,157
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,769,507
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,295,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,413,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,889,010
Value of interest in pooled separate accounts at end of year	2021-12-31	$197,196
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$142,156
Interest on participant loans	2021-12-31	$13,322
Value of interest in common/collective trusts at end of year	2021-12-31	$16,844,008
Value of interest in common/collective trusts at beginning of year	2021-12-31	$14,897,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$643,936
Net investment gain/loss from pooled separate accounts	2021-12-31	$37,275
Net investment gain or loss from common/collective trusts	2021-12-31	$1,665,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$326,975
Employer contributions (assets) at end of year	2021-12-31	$22,466
Employer contributions (assets) at beginning of year	2021-12-31	$28,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$896,899
Contract administrator fees	2021-12-31	$66,786
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN	2021-12-31	521743645
2020 : THE PESSIN KATZ LAW, PA 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,402,022
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$437,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$370,102
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,282,608
Value of total assets at end of year	2020-12-31	$19,295,350
Value of total assets at beginning of year	2020-12-31	$16,331,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$67,677
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$14,496
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$45,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$45,539
Administrative expenses professional fees incurred	2020-12-31	$14,299
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$958,719
Participant contributions at end of year	2020-12-31	$338,239
Participant contributions at beginning of year	2020-12-31	$303,659
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$237
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,964,243
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,295,350
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,331,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,889,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,603,345
Value of interest in pooled separate accounts at end of year	2020-12-31	$142,156
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$108,828
Interest on participant loans	2020-12-31	$14,496
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$14,897,277
Value of interest in common/collective trusts at beginning of year	2020-12-31	$12,300,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$460,429
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,252
Net investment gain or loss from common/collective trusts	2020-12-31	$1,596,461
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$323,889
Employer contributions (assets) at end of year	2020-12-31	$28,668
Employer contributions (assets) at beginning of year	2020-12-31	$14,597
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$370,102
Contract administrator fees	2020-12-31	$53,378
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN	2020-12-31	521743645
2019 : THE PESSIN KATZ LAW, PA 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,538,999
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$475,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$415,017
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,123,136
Value of total assets at end of year	2019-12-31	$16,331,107
Value of total assets at beginning of year	2019-12-31	$12,267,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$60,105
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$9,967
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$48,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$48,207
Administrative expenses professional fees incurred	2019-12-31	$13,899
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$942,520
Participant contributions at end of year	2019-12-31	$303,659
Participant contributions at beginning of year	2019-12-31	$183,878
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$743,476
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,063,877
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,331,107
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,267,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,603,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,634,706
Value of interest in pooled separate accounts at end of year	2019-12-31	$108,828
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$334,482
Interest on participant loans	2019-12-31	$9,967
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$12,300,678
Value of interest in common/collective trusts at beginning of year	2019-12-31	$10,064,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$503,967
Net investment gain/loss from pooled separate accounts	2019-12-31	$23,199
Net investment gain or loss from common/collective trusts	2019-12-31	$1,830,523
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$437,140
Employer contributions (assets) at end of year	2019-12-31	$14,597
Employer contributions (assets) at beginning of year	2019-12-31	$49,829
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$415,017
Contract administrator fees	2019-12-31	$46,206
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN	2019-12-31	521743645
2018 : THE PESSIN KATZ LAW, PA 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$24,454
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$388,279
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,420,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,379,563
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,378,287
Value of total assets at end of year	2018-12-31	$12,267,230
Value of total assets at beginning of year	2018-12-31	$13,324,385
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$41,417
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$8,991
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$32,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$32,647
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$851,021
Participant contributions at end of year	2018-12-31	$183,878
Participant contributions at beginning of year	2018-12-31	$199,368
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$28,995
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$80,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$17
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$24,454
Other income not declared elsewhere	2018-12-31	$523
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-1,032,701
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,267,230
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,299,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,634,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,352,853
Value of interest in pooled separate accounts at end of year	2018-12-31	$334,482
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$8,991
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$10,064,335
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,734,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$52
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$52
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-25,735
Net investment gain/loss from pooled separate accounts	2018-12-31	$-50,466
Net investment gain or loss from common/collective trusts	2018-12-31	$-955,968
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$447,244
Employer contributions (assets) at end of year	2018-12-31	$49,829
Employer contributions (assets) at beginning of year	2018-12-31	$8,525
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,379,546
Contract administrator fees	2018-12-31	$41,417
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	2018-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SC&H ATTEST SERVICES P.C.
Accountancy firm EIN	2018-12-31	521743645
2017 : THE PESSIN KATZ LAW, PA 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$24,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$9,663
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,551,201
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$141,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$130,697
Value of total corrective distributions	2017-12-31	$9,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$867,863
Value of total assets at end of year	2017-12-31	$13,324,385
Value of total assets at beginning of year	2017-12-31	$10,900,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,400
Total interest from all sources	2017-12-31	$5,855
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$484,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$484,195
Assets. Real estate other than employer real property at end of year	2017-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$720,408
Participant contributions at end of year	2017-12-31	$199,368
Participant contributions at beginning of year	2017-12-31	$142,743
Participant contributions at end of year	2017-12-31	$28,995
Participant contributions at beginning of year	2017-12-31	$6,000
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$26,134
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$24,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$9,663
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$1,400
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$2,409,441
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,299,931
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,890,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,352,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,379,755
Interest on participant loans	2017-12-31	$5,853
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$1,734,592
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,371,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$52
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$50
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$50
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,166,720
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$26,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$121,321
Employer contributions (assets) at end of year	2017-12-31	$8,525
Employer contributions (assets) at beginning of year	2017-12-31	$407
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$130,697
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN	2017-12-31	521743645
2016 : THE PESSIN KATZ LAW, PA 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$9,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,444,642
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$357,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$354,065
Expenses. Certain deemed distributions of participant loans	2016-12-31	$1,892
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$782,217
Value of total assets at end of year	2016-12-31	$10,900,153
Value of total assets at beginning of year	2016-12-31	$9,802,955
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,150
Total interest from all sources	2016-12-31	$4,729
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$270,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$270,209
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$659,661
Participant contributions at end of year	2016-12-31	$142,743
Participant contributions at beginning of year	2016-12-31	$157,518
Participant contributions at end of year	2016-12-31	$6,000
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$9,663
Other income not declared elsewhere	2016-12-31	$260
Administrative expenses (other) incurred	2016-12-31	$1,150
Total non interest bearing cash at end of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$1,087,535
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,890,490
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,802,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,379,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$8,219,202
Interest on participant loans	2016-12-31	$4,729
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$2,371,198
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,426,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$50
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$50
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$50
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$366,559
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$20,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$122,556
Employer contributions (assets) at end of year	2016-12-31	$407
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$354,065
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN	2016-12-31	521743645
2015 : THE PESSIN KATZ LAW, PA 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$31,743
Total income from all sources (including contributions)	2015-12-31	$708,436
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,381,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,374,502
Expenses. Certain deemed distributions of participant loans	2015-12-31	$3,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$807,891
Value of total assets at end of year	2015-12-31	$9,802,955
Value of total assets at beginning of year	2015-12-31	$10,507,427
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,374
Total interest from all sources	2015-12-31	$5,284
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$450,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$450,799
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$627,044
Participant contributions at end of year	2015-12-31	$157,518
Participant contributions at beginning of year	2015-12-31	$173,519
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$71,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$31,743
Administrative expenses (other) incurred	2015-12-31	$3,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-672,729
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,802,955
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,475,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$8,219,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,931,459
Interest on participant loans	2015-12-31	$5,284
Value of interest in common/collective trusts at end of year	2015-12-31	$1,426,185
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,402,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$50
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-567,880
Net investment gain or loss from common/collective trusts	2015-12-31	$12,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$109,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,374,502
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN	2015-12-31	521743645
2014 : THE PESSIN KATZ LAW, PA 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$31,743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$30,090
Total income from all sources (including contributions)	2014-12-31	$1,857,458
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$667,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$579,843
Expenses. Certain deemed distributions of participant loans	2014-12-31	$52,722
Value of total corrective distributions	2014-12-31	$31,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,402,313
Value of total assets at end of year	2014-12-31	$10,507,427
Value of total assets at beginning of year	2014-12-31	$9,316,185
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,561
Total interest from all sources	2014-12-31	$4,308
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$672,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$672,706
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$605,401
Participant contributions at end of year	2014-12-31	$173,519
Participant contributions at beginning of year	2014-12-31	$141,251
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$681,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$31,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$30,090
Administrative expenses (other) incurred	2014-12-31	$3,561
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,189,589
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,475,684
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,286,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,931,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,703,760
Interest on participant loans	2014-12-31	$4,308
Value of interest in common/collective trusts at end of year	2014-12-31	$1,402,349
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,391,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$79,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$79,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-233,469
Net investment gain or loss from common/collective trusts	2014-12-31	$11,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$115,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$579,843
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	STOUT, CAUSEY, & HORNING, P.A.
Accountancy firm EIN	2014-12-31	521743645
2013 : THE PESSIN KATZ LAW, PA 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$30,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$27,046
Total income from all sources (including contributions)	2013-12-31	$1,974,926
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$424,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$364,054
Expenses. Certain deemed distributions of participant loans	2013-12-31	$28,214
Value of total corrective distributions	2013-12-31	$30,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$716,171
Value of total assets at end of year	2013-12-31	$9,316,185
Value of total assets at beginning of year	2013-12-31	$7,762,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,975
Total interest from all sources	2013-12-31	$5,137
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$360,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$360,267
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$605,556
Participant contributions at end of year	2013-12-31	$141,251
Participant contributions at beginning of year	2013-12-31	$186,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$30,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$27,046
Administrative expenses (other) incurred	2013-12-31	$1,975
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,550,593
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,286,095
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,735,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,703,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,618,124
Interest on participant loans	2013-12-31	$5,137
Value of interest in common/collective trusts at end of year	2013-12-31	$1,391,989
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,958,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$79,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$879,127
Net investment gain or loss from common/collective trusts	2013-12-31	$14,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$110,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$364,054
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN	2013-12-31	521743645
2012 : THE PESSIN KATZ LAW, PA 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$27,046
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$24,173
Total income from all sources (including contributions)	2012-12-31	$1,615,166
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$821,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$786,553
Expenses. Certain deemed distributions of participant loans	2012-12-31	$19,123
Value of total corrective distributions	2012-12-31	$13,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$873,096
Value of total assets at end of year	2012-12-31	$7,762,548
Value of total assets at beginning of year	2012-12-31	$6,965,817
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,325
Total interest from all sources	2012-12-31	$6,243
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$178,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$178,456
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$585,501
Participant contributions at end of year	2012-12-31	$186,301
Participant contributions at beginning of year	2012-12-31	$212,025
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$180,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$27,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$24,173
Administrative expenses (other) incurred	2012-12-31	$2,325
Total non interest bearing cash at end of year	2012-12-31	$50
Total non interest bearing cash at beginning of year	2012-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$793,858
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,735,502
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,941,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,618,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,823,986
Interest on participant loans	2012-12-31	$6,243
Value of interest in common/collective trusts at end of year	2012-12-31	$1,958,073
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,916,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$13,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$13,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$533,113
Net investment gain or loss from common/collective trusts	2012-12-31	$24,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$106,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$786,553
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	STOUT, CAUSING & HORNING, P.A.
Accountancy firm EIN	2012-12-31	521743645
2011 : THE PESSIN KATZ LAW, PA 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$24,173
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$36,535
Total income from all sources (including contributions)	2011-12-31	$626,399
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,025,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$992,203
Expenses. Certain deemed distributions of participant loans	2011-12-31	$6,429
Value of total corrective distributions	2011-12-31	$24,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$715,168
Value of total assets at end of year	2011-12-31	$6,965,817
Value of total assets at beginning of year	2011-12-31	$7,376,903
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,318
Total interest from all sources	2011-12-31	$6,417
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$114,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$114,733
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$571,155
Participant contributions at end of year	2011-12-31	$212,025
Participant contributions at beginning of year	2011-12-31	$167,925
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$31,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$24,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$36,535
Administrative expenses (other) incurred	2011-12-31	$2,318
Total non interest bearing cash at end of year	2011-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-398,724
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,941,644
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,340,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,823,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,566,549
Interest on participant loans	2011-12-31	$6,417
Value of interest in common/collective trusts at end of year	2011-12-31	$1,916,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$13,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,642,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,642,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-234,758
Net investment gain or loss from common/collective trusts	2011-12-31	$24,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$112,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$992,203
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	STOUT, CAUSING & HORNING, P.A.
Accountancy firm EIN	2011-12-31	521743645
2010 : THE PESSIN KATZ LAW, PA 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$36,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$18,566
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,494,039
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$412,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$388,019
Expenses. Certain deemed distributions of participant loans	2010-12-31	$1,823
Value of total corrective distributions	2010-12-31	$20,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$791,209
Value of total assets at end of year	2010-12-31	$7,376,903
Value of total assets at beginning of year	2010-12-31	$6,277,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,418
Total interest from all sources	2010-12-31	$5,836
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$117,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$117,610
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$546,842
Participant contributions at end of year	2010-12-31	$167,925
Participant contributions at beginning of year	2010-12-31	$149,781
Participant contributions at beginning of year	2010-12-31	$19,474
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$148,923
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$36,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$18,566
Other income not declared elsewhere	2010-12-31	$975
Administrative expenses (other) incurred	2010-12-31	$2,418
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$1,081,390
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,340,368
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,258,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,566,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,534,607
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$5,836
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,568,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,642,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$556,042
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$22,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$95,444
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$4,934
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$388,019
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	STOUT, CAUSING, & HORNING, P.A.
Accountancy firm EIN	2010-12-31	521743645
2009 : THE PESSIN KATZ LAW, PA 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE PESSIN KATZ LAW, PA 401(K) PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

815763

Policy instance

Insurance contract or identification number	815763
Number of Individuals Covered	115
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

815763

Policy instance

Insurance contract or identification number	815763
Number of Individuals Covered	108
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

815763

Policy instance

Insurance contract or identification number	815763
Number of Individuals Covered	108
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

815763

Policy instance

Insurance contract or identification number	815763
Number of Individuals Covered	113
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PESSIN KATZ LAW, P.A.
Employer identification number (EIN):	521598578
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers