401k Plan data: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN plan

CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C.

Employer identification number (EIN): 541948665

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 J. ROGER GRIFFIN, JR. 2024-03-08 J. ROGER GRIFFIN, JR. 2024-03-08
001 2022-01-01 J. ROGER GRIFFIN, JR. 2023-03-27 J. ROGER GRIFFIN, JR. 2023-03-27
001 2021-01-01 J. ROGER GRIFFIN, JR. 2022-07-20 J. ROGER GRIFFIN, JR. 2022-07-20
001 2020-01-01 J. ROGER GRIFFIN, JR. 2021-06-23 J. ROGER GRIFFIN, JR. 2021-06-23
001 2019-01-01 J. ROGER GRIFFIN, JR. 2020-07-14 J. ROGER GRIFFIN, JR. 2020-07-14
001 2018-01-01 J. ROGER GRIFFIN, JR. 2019-10-08 J. ROGER GRIFFIN, JR. 2019-10-08
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 J. ROGER GRIFFIN, JR.
001 2013-01-01 J. ROGER GRIFFIN, JR.
001 2012-01-01 J. ROGER GRIFFIN, JR.
001 2011-01-01 KIM HEIDEMANN
001 2010-01-01 KIM HEIDEMANN
001 2009-01-01 DAVID KRAUSE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	J. ROGER GRIFFIN, JR.	2024-03-08	J. ROGER GRIFFIN, JR.	2024-03-08
001	2022-01-01	J. ROGER GRIFFIN, JR.	2023-03-27	J. ROGER GRIFFIN, JR.	2023-03-27
001	2021-01-01	J. ROGER GRIFFIN, JR.	2022-07-20	J. ROGER GRIFFIN, JR.	2022-07-20
001	2020-01-01	J. ROGER GRIFFIN, JR.	2021-06-23	J. ROGER GRIFFIN, JR.	2021-06-23
001	2019-01-01	J. ROGER GRIFFIN, JR.	2020-07-14	J. ROGER GRIFFIN, JR.	2020-07-14
001	2018-01-01	J. ROGER GRIFFIN, JR.	2019-10-08	J. ROGER GRIFFIN, JR.	2019-10-08
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	J. ROGER GRIFFIN, JR.
001	2013-01-01	J. ROGER GRIFFIN, JR.
001	2012-01-01	J. ROGER GRIFFIN, JR.
001	2011-01-01	KIM HEIDEMANN
001	2010-01-01	KIM HEIDEMANN
001	2009-01-01	DAVID KRAUSE

Plan Statistics for CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 3
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 6
Number of participants with account balances 2023-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
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 3
Total of all active and inactive participants 2022-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
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 2
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
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 4
Total of all active and inactive participants 2020-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
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 3
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
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 2
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
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 6
Total of all active and inactive participants 2017-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 15
Number of participants with account balances 2017-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
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 6
Total of all active and inactive participants 2016-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 16
Number of participants with account balances 2016-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
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 4
Total of all active and inactive participants 2015-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
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 6
Total of all active and inactive participants 2014-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
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 4
Total of all active and inactive participants 2013-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
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 3
Total of all active and inactive participants 2012-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 21
Number of participants with account balances 2012-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
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 3
Total of all active and inactive participants 2011-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 12
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 12
Number of participants with account balances 2010-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	3
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	6
Number of participants with account balances	2023-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
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	3
Total of all active and inactive participants	2022-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
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	2
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
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	4
Total of all active and inactive participants	2020-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
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	3
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
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	2
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
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	6
Total of all active and inactive participants	2017-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	15
Number of participants with account balances	2017-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
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	6
Total of all active and inactive participants	2016-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	16
Number of participants with account balances	2016-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
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	4
Total of all active and inactive participants	2015-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
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	6
Total of all active and inactive participants	2014-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
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	4
Total of all active and inactive participants	2013-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
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	3
Total of all active and inactive participants	2012-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	21
Number of participants with account balances	2012-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
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	3
Total of all active and inactive participants	2011-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	12
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	12
Number of participants with account balances	2010-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$156,984
Expenses. Total of all expenses incurred	2023-12-31	$34,117
Benefits paid (including direct rollovers)	2023-12-31	$6,951
Total plan assets at end of year	2023-12-31	$1,492,467
Total plan assets at beginning of year	2023-12-31	$1,369,600
Value of fidelity bond covering the plan	2023-12-31	$200,000
Other income received	2023-12-31	$150,125
Net income (gross income less expenses)	2023-12-31	$122,867
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,492,467
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,369,600
Assets. Value of participant loans	2023-12-31	$286
Total contributions received or receivable from employer(s)	2023-12-31	$6,859
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$27,166
2022 : CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-133,437
Expenses. Total of all expenses incurred	2022-12-31	$22,143
Benefits paid (including direct rollovers)	2022-12-31	$8,429
Total plan assets at end of year	2022-12-31	$1,369,600
Total plan assets at beginning of year	2022-12-31	$1,525,180
Value of fidelity bond covering the plan	2022-12-31	$200,000
Other income received	2022-12-31	$-145,365
Net income (gross income less expenses)	2022-12-31	$-155,580
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,369,600
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,525,180
Assets. Value of participant loans	2022-12-31	$3,387
Assets. Value of real-estate (other than employer real property)	2022-12-31	$168,500
Total contributions received or receivable from employer(s)	2022-12-31	$11,928
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$13,714
2021 : CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$149,648
Expenses. Total of all expenses incurred	2021-12-31	$47,417
Benefits paid (including direct rollovers)	2021-12-31	$28,589
Total plan assets at end of year	2021-12-31	$1,525,180
Total plan assets at beginning of year	2021-12-31	$1,422,949
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$137,061
Net income (gross income less expenses)	2021-12-31	$102,231
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,525,180
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,422,949
Assets. Value of participant loans	2021-12-31	$37,400
Assets. Value of real-estate (other than employer real property)	2021-12-31	$168,500
Total contributions received or receivable from employer(s)	2021-12-31	$12,587
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$18,828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$87,719
Expenses. Total of all expenses incurred	2020-12-31	$139,026
Benefits paid (including direct rollovers)	2020-12-31	$124,831
Total plan assets at end of year	2020-12-31	$1,422,949
Total plan assets at beginning of year	2020-12-31	$1,474,256
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$400
Other income received	2020-12-31	$74,104
Net income (gross income less expenses)	2020-12-31	$-51,307
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,422,949
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,474,256
Assets. Value of participant loans	2020-12-31	$49,371
Assets. Value of real-estate (other than employer real property)	2020-12-31	$168,500
Total contributions received or receivable from employer(s)	2020-12-31	$13,215
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$14,195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$169,115
Expenses. Total of all expenses incurred	2019-12-31	$31,321
Benefits paid (including direct rollovers)	2019-12-31	$17,572
Total plan assets at end of year	2019-12-31	$1,474,256
Total plan assets at beginning of year	2019-12-31	$1,336,462
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$4,800
Other income received	2019-12-31	$150,584
Net income (gross income less expenses)	2019-12-31	$137,794
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,474,256
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,336,462
Assets. Value of participant loans	2019-12-31	$14,944
Assets. Value of real-estate (other than employer real property)	2019-12-31	$165,800
Total contributions received or receivable from employer(s)	2019-12-31	$13,731
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$13,749
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-21,898
Expenses. Total of all expenses incurred	2018-12-31	$433,165
Benefits paid (including direct rollovers)	2018-12-31	$416,548
Total plan assets at end of year	2018-12-31	$1,336,462
Total plan assets at beginning of year	2018-12-31	$1,791,525
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$2,400
Other income received	2018-12-31	$-36,392
Net income (gross income less expenses)	2018-12-31	$-455,063
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,336,462
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,791,525
Assets. Value of participant loans	2018-12-31	$15,828
Assets. Value of real-estate (other than employer real property)	2018-12-31	$168,500
Total contributions received or receivable from employer(s)	2018-12-31	$12,094
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$16,617
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$712,077
Expenses. Total of all expenses incurred	2017-12-31	$784,230
Benefits paid (including direct rollovers)	2017-12-31	$764,866
Total plan assets at end of year	2017-12-31	$1,791,525
Total plan assets at beginning of year	2017-12-31	$1,863,678
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$1,925
Contributions received from other sources (not participants or employers)	2017-12-31	$467,861
Other income received	2017-12-31	$183,781
Net income (gross income less expenses)	2017-12-31	$-72,153
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,791,525
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,863,678
Assets. Value of participant loans	2017-12-31	$24,669
Assets. Value of real-estate (other than employer real property)	2017-12-31	$168,500
Total contributions received or receivable from employer(s)	2017-12-31	$58,510
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$19,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$138
Total income from all sources	2016-12-31	$119,248
Expenses. Total of all expenses incurred	2016-12-31	$394,197
Benefits paid (including direct rollovers)	2016-12-31	$379,870
Total plan assets at end of year	2016-12-31	$1,863,678
Total plan assets at beginning of year	2016-12-31	$2,138,765
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$400
Other income received	2016-12-31	$60,348
Net income (gross income less expenses)	2016-12-31	$-274,949
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,863,678
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,138,627
Assets. Value of participant loans	2016-12-31	$30,913
Assets. Value of real-estate (other than employer real property)	2016-12-31	$177,800
Total contributions received or receivable from employer(s)	2016-12-31	$58,500
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$14,327
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$138
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$56,653
Expenses. Total of all expenses incurred	2015-12-31	$86,758
Benefits paid (including direct rollovers)	2015-12-31	$75,130
Total plan assets at end of year	2015-12-31	$2,138,765
Total plan assets at beginning of year	2015-12-31	$2,168,732
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$1,300
Contributions received from other sources (not participants or employers)	2015-12-31	$2,690
Other income received	2015-12-31	$-3,427
Net income (gross income less expenses)	2015-12-31	$-30,105
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,138,627
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,168,732
Assets. Value of participant loans	2015-12-31	$42,467
Assets. Value of real-estate (other than employer real property)	2015-12-31	$177,800
Total contributions received or receivable from employer(s)	2015-12-31	$56,090
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11,628
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$135,639
Expenses. Total of all expenses incurred	2014-12-31	$110,460
Benefits paid (including direct rollovers)	2014-12-31	$95,786
Total plan assets at end of year	2014-12-31	$2,168,732
Total plan assets at beginning of year	2014-12-31	$2,143,553
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$24,300
Noncash contributions received	2014-12-31	$59,935
Net income (gross income less expenses)	2014-12-31	$25,179
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,168,732
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,143,553
Assets. Value of participant loans	2014-12-31	$10,298
Assets. Value of real-estate (other than employer real property)	2014-12-31	$177,800
Total contributions received or receivable from employer(s)	2014-12-31	$51,404
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$14,674
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$335,721
Expenses. Total of all expenses incurred	2013-12-31	$69,934
Benefits paid (including direct rollovers)	2013-12-31	$56,821
Total plan assets at end of year	2013-12-31	$2,143,553
Total plan assets at beginning of year	2013-12-31	$1,877,766
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$264,324
Net income (gross income less expenses)	2013-12-31	$265,787
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,143,553
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,877,766
Assets. Value of participant loans	2013-12-31	$18,874
Assets. Value of real-estate (other than employer real property)	2013-12-31	$177,800
Total contributions received or receivable from employer(s)	2013-12-31	$71,397
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$13,113
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$165,994
Expenses. Total of all expenses incurred	2012-12-31	$410,067
Benefits paid (including direct rollovers)	2012-12-31	$398,694
Total plan assets at end of year	2012-12-31	$1,877,766
Total plan assets at beginning of year	2012-12-31	$2,121,839
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$33,500
Other income received	2012-12-31	$68,697
Net income (gross income less expenses)	2012-12-31	$-244,073
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,877,766
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,121,839
Assets. Value of participant loans	2012-12-31	$31,106
Assets. Value of real-estate (other than employer real property)	2012-12-31	$177,800
Total contributions received or receivable from employer(s)	2012-12-31	$63,797
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$11,373
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$119,282
Expenses. Total of all expenses incurred	2011-12-31	$41,021
Benefits paid (including direct rollovers)	2011-12-31	$28,382
Total plan assets at end of year	2011-12-31	$2,121,839
Total plan assets at beginning of year	2011-12-31	$2,043,578
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$62,850
Other income received	2011-12-31	$1,432
Net income (gross income less expenses)	2011-12-31	$78,261
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,121,839
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,043,578
Assets. Value of participant loans	2011-12-31	$39,032
Assets. Value of real-estate (other than employer real property)	2011-12-31	$258,500
Total contributions received or receivable from employer(s)	2011-12-31	$55,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$12,639
2010 : CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$214,709
Expenses. Total of all expenses incurred	2010-12-31	$88,064
Benefits paid (including direct rollovers)	2010-12-31	$76,022
Total plan assets at end of year	2010-12-31	$2,043,578
Total plan assets at beginning of year	2010-12-31	$1,916,933
Value of fidelity bond covering the plan	2010-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$12,042
Other income received	2010-12-31	$214,709
Net income (gross income less expenses)	2010-12-31	$126,645
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,043,578
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,916,933
Assets. Value of participant loans	2010-12-31	$39,032
Assets. Value of real-estate (other than employer real property)	2010-12-31	$258,500

Form 5500 Responses for CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN

2023: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING 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: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING 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
2010: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70905775 710254

Policy instance

Insurance contract or identification number	70905775 710254
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CHRISTIE, KANTOR, GRIFFIN, & SMITH, P.C.
Employer identification number (EIN):	541948665
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers