401k Plan data: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN plan

CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN
Plan identification number	001

CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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

CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE, P.A. has sponsored the creation of one or more 401k plans.

Company Name: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE, P.A.

Employer identification number (EIN): 561817454

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MICHAEL F. SCHULTZE 2023-06-19 MICHAEL F. SCHULTZE 2023-06-19
001 2021-01-01 MICHAEL F. SCHULTZE 2022-10-11 MICHAEL F. SCHULTZE 2022-10-11
001 2020-01-01 MICHAEL F. SCHULTZE 2021-09-30 MICHAEL F. SCHULTZE 2021-09-30
001 2019-01-01 MICHAEL F. SCHULTZE 2020-10-05 MICHAEL F. SCHULTZE 2020-10-05
001 2018-01-01 MICHAEL F. SCHULTZE 2019-07-29 MICHAEL F. SCHULTZE 2019-07-29
001 2017-01-01
001 2016-01-01
001 2015-01-01 MICHAEL F. SCHULTZE
001 2014-01-01 MICHAEL F. SCHULTZE
001 2013-01-01
001 2012-01-01 MICHAEL F. SCHULTZE MICHAEL F. SCHULTZE 2013-06-25
001 2011-01-01 MICHAEL F. SCHULTZE MICHAEL F. SCHULTZE 2012-06-14
001 2010-01-01 MICHAEL F. SCHULTZE MICHAEL F. SCHULTZE 2011-06-22
001 2009-01-01 CHARLES H. CRANFORD MICHAEL F. SCHULTZE 2010-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MICHAEL F. SCHULTZE	2023-06-19	MICHAEL F. SCHULTZE	2023-06-19
001	2021-01-01	MICHAEL F. SCHULTZE	2022-10-11	MICHAEL F. SCHULTZE	2022-10-11
001	2020-01-01	MICHAEL F. SCHULTZE	2021-09-30	MICHAEL F. SCHULTZE	2021-09-30
001	2019-01-01	MICHAEL F. SCHULTZE	2020-10-05	MICHAEL F. SCHULTZE	2020-10-05
001	2018-01-01	MICHAEL F. SCHULTZE	2019-07-29	MICHAEL F. SCHULTZE	2019-07-29
001	2017-01-01
001	2016-01-01
001	2015-01-01	MICHAEL F. SCHULTZE
001	2014-01-01	MICHAEL F. SCHULTZE
001	2013-01-01
001	2012-01-01	MICHAEL F. SCHULTZE		MICHAEL F. SCHULTZE	2013-06-25
001	2011-01-01	MICHAEL F. SCHULTZE		MICHAEL F. SCHULTZE	2012-06-14
001	2010-01-01	MICHAEL F. SCHULTZE		MICHAEL F. SCHULTZE	2011-06-22
001	2009-01-01	CHARLES H. CRANFORD		MICHAEL F. SCHULTZE	2010-07-19

Plan Statistics for CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 17
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 2
Total of all active and inactive participants 2022-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 19
Number of participants with account balances 2022-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 16
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 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 18
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 16
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 1
Total of all active and inactive participants 2020-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 17
Number of participants with account balances 2020-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 15
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 1
Total of all active and inactive participants 2019-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 16
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 15
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 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 17
Number of participants with account balances 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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 15
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 1
Total of all active and inactive participants 2017-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 16
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
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 1
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 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
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 0
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
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 0
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16
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 0
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
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 0
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
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 0
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
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 0
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
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
2022: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	17
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	2
Total of all active and inactive participants	2022-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	19
Number of participants with account balances	2022-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	16
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	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	18
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	16
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	1
Total of all active and inactive participants	2020-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	17
Number of participants with account balances	2020-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	15
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	1
Total of all active and inactive participants	2019-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	16
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15
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	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	17
Number of participants with account balances	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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	15
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	1
Total of all active and inactive participants	2017-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	16
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
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	1
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	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
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	0
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
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	0
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16
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	0
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
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	0
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
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	0
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
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	0
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
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 CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-225,199
Expenses. Total of all expenses incurred	2022-12-31	$87,041
Total plan assets at end of year	2022-12-31	$3,028,205
Total plan assets at beginning of year	2022-12-31	$3,340,445
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$68,212
Other income received	2022-12-31	$-327,355
Net income (gross income less expenses)	2022-12-31	$-312,240
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,028,205
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,340,445
Assets. Value of participant loans	2022-12-31	$23,958
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$125,000
Total contributions received or receivable from employer(s)	2022-12-31	$33,944
Value of certain deemed distributions of participant loans	2022-12-31	$87,041
2021 : CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$233,014
Expenses. Total of all expenses incurred	2021-12-31	$89,382
Total plan assets at end of year	2021-12-31	$3,255,610
Total plan assets at beginning of year	2021-12-31	$3,111,978
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$30,257
Other income received	2021-12-31	$137,688
Net income (gross income less expenses)	2021-12-31	$143,632
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,255,610
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,111,978
Assets. Value of participant loans	2021-12-31	$31,718
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$125,000
Total contributions received or receivable from employer(s)	2021-12-31	$65,069
Value of certain deemed distributions of participant loans	2021-12-31	$89,382
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$198,490
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$3,111,978
Total plan assets at beginning of year	2020-12-31	$2,913,488
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$60,481
Assets. Value of loans (other than to participants)	2020-12-31	$43,000
Other income received	2020-12-31	$108,426
Net income (gross income less expenses)	2020-12-31	$198,490
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,111,978
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,913,488
Assets. Value of participant loans	2020-12-31	$38,497
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$100,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$1,750
Total contributions received or receivable from employer(s)	2020-12-31	$29,583
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$441,597
Expenses. Total of all expenses incurred	2019-12-31	$291,016
Benefits paid (including direct rollovers)	2019-12-31	$291,016
Total plan assets at end of year	2019-12-31	$2,913,488
Total plan assets at beginning of year	2019-12-31	$2,762,907
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$33,636
Assets. Value of loans (other than to participants)	2019-12-31	$43,000
Contributions received from other sources (not participants or employers)	2019-12-31	$123,872
Other income received	2019-12-31	$265,496
Net income (gross income less expenses)	2019-12-31	$150,581
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,913,488
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,762,907
Assets. Value of participant loans	2019-12-31	$14,164
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$100,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$1,750
Total contributions received or receivable from employer(s)	2019-12-31	$18,593
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-11,991
Expenses. Total of all expenses incurred	2018-12-31	$101,707
Benefits paid (including direct rollovers)	2018-12-31	$101,707
Total plan assets at end of year	2018-12-31	$2,762,907
Total plan assets at beginning of year	2018-12-31	$2,876,605
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$42,449
Assets. Value of loans (other than to participants)	2018-12-31	$43,000
Other income received	2018-12-31	$-77,975
Net income (gross income less expenses)	2018-12-31	$-113,698
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,762,907
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,876,605
Assets. Value of participant loans	2018-12-31	$28,689
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$100,000
Total contributions received or receivable from employer(s)	2018-12-31	$23,535
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$256,955
Expenses. Total of all expenses incurred	2017-12-31	$80,275
Benefits paid (including direct rollovers)	2017-12-31	$80,275
Total plan assets at end of year	2017-12-31	$2,876,605
Total plan assets at beginning of year	2017-12-31	$2,699,925
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$49,595
Assets. Value of loans (other than to participants)	2017-12-31	$43,000
Other income received	2017-12-31	$186,175
Net income (gross income less expenses)	2017-12-31	$176,680
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,876,605
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,699,925
Assets. Value of participant loans	2017-12-31	$41,341
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$100,000
Total contributions received or receivable from employer(s)	2017-12-31	$21,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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	$0
Total income from all sources	2016-12-31	$237,673
Expenses. Total of all expenses incurred	2016-12-31	$15,230
Benefits paid (including direct rollovers)	2016-12-31	$10,837
Total plan assets at end of year	2016-12-31	$2,699,925
Total plan assets at beginning of year	2016-12-31	$2,477,482
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$51,451
Assets. Value of loans (other than to participants)	2016-12-31	$43,000
Contributions received from other sources (not participants or employers)	2016-12-31	$54,646
Other income received	2016-12-31	$106,585
Net income (gross income less expenses)	2016-12-31	$222,443
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,699,925
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,477,482
Assets. Value of participant loans	2016-12-31	$54,444
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$100,000
Total contributions received or receivable from employer(s)	2016-12-31	$24,991
Value of certain deemed distributions of participant loans	2016-12-31	$4,393
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$4
Total income from all sources	2015-12-31	$25,441
Expenses. Total of all expenses incurred	2015-12-31	$4,697
Benefits paid (including direct rollovers)	2015-12-31	$4,697
Total plan assets at end of year	2015-12-31	$2,477,482
Total plan assets at beginning of year	2015-12-31	$2,456,742
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$52,142
Assets. Value of loans (other than to participants)	2015-12-31	$43,000
Other income received	2015-12-31	$-35,794
Net income (gross income less expenses)	2015-12-31	$20,744
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,477,482
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,456,738
Assets. Value of participant loans	2015-12-31	$50,447
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$295,223
Total contributions received or receivable from employer(s)	2015-12-31	$9,093
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$4
Total plan liabilities at beginning of year	2014-12-31	$4
Total income from all sources	2014-12-31	$78,125
Expenses. Total of all expenses incurred	2014-12-31	$45,376
Benefits paid (including direct rollovers)	2014-12-31	$45,376
Total plan assets at end of year	2014-12-31	$2,456,742
Total plan assets at beginning of year	2014-12-31	$2,423,993
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$21,820
Assets. Value of loans (other than to participants)	2014-12-31	$102,000
Other income received	2014-12-31	$48,200
Net income (gross income less expenses)	2014-12-31	$32,749
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,456,738
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,423,989
Assets. Value of participant loans	2014-12-31	$28,237
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$341,582
Total contributions received or receivable from employer(s)	2014-12-31	$8,105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$4
Total plan liabilities at beginning of year	2013-12-31	$4
Total income from all sources	2013-12-31	$90,381
Expenses. Total of all expenses incurred	2013-12-31	$8,149
Benefits paid (including direct rollovers)	2013-12-31	$8,149
Total plan assets at end of year	2013-12-31	$2,423,993
Total plan assets at beginning of year	2013-12-31	$2,341,761
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$21,055
Assets. Value of loans (other than to participants)	2013-12-31	$102,000
Other income received	2013-12-31	$59,007
Net income (gross income less expenses)	2013-12-31	$82,232
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,423,989
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,341,757
Assets. Value of participant loans	2013-12-31	$18,338
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$429,182
Total contributions received or receivable from employer(s)	2013-12-31	$10,319
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$4
Total plan liabilities at beginning of year	2012-12-31	$4
Total income from all sources	2012-12-31	$149,162
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,341,761
Total plan assets at beginning of year	2012-12-31	$2,192,599
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$17,576
Assets. Value of loans (other than to participants)	2012-12-31	$212,393
Other income received	2012-12-31	$120,667
Net income (gross income less expenses)	2012-12-31	$149,162
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,341,757
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,192,595
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$470,817
Total contributions received or receivable from employer(s)	2012-12-31	$10,919
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$4
Total plan liabilities at beginning of year	2011-12-31	$9
Total income from all sources	2011-12-31	$79,865
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,192,599
Total plan assets at beginning of year	2011-12-31	$2,112,739
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$21,520
Assets. Value of loans (other than to participants)	2011-12-31	$262,332
Other income received	2011-12-31	$50,469
Net income (gross income less expenses)	2011-12-31	$79,865
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,192,595
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,112,730
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$572,077
Total contributions received or receivable from employer(s)	2011-12-31	$7,876
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$9
Total plan liabilities at beginning of year	2010-12-31	$19
Total income from all sources	2010-12-31	$124,483
Expenses. Total of all expenses incurred	2010-12-31	$13,045
Benefits paid (including direct rollovers)	2010-12-31	$13,045
Total plan assets at end of year	2010-12-31	$2,112,739
Total plan assets at beginning of year	2010-12-31	$2,001,311
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$19,201
Assets. Value of loans (other than to participants)	2010-12-31	$274,000
Other income received	2010-12-31	$98,896
Net income (gross income less expenses)	2010-12-31	$111,438
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,112,730
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,001,292
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$561,864
Total contributions received or receivable from employer(s)	2010-12-31	$6,386
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 401(K) PROFIT SHARING PLAN

2022: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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 - Trust	Yes
2016: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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 - Trust	Yes
2015: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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 - Trust	Yes
2014: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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 - Trust	Yes
2013: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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 - Trust	Yes
2012: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE , P.A. 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

132340

Policy instance

Insurance contract or identification number	132340
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $4,580
Total amount of fees paid to insurance company	USD $473
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $4,580
Insurance broker organization code?	3
Amount paid for insurance broker fees	473
Additional information about fees paid to insurance broker	TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

132340

Policy instance

Insurance contract or identification number	132340
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,584
Total amount of fees paid to insurance company	USD $611
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $2,584
Insurance broker organization code?	3
Amount paid for insurance broker fees	611
Additional information about fees paid to insurance broker	TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

132340

Policy instance

Insurance contract or identification number	132340
Number of Individuals Covered	10
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,380
Total amount of fees paid to insurance company	USD $596
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $4,380
Insurance broker organization code?	3
Amount paid for insurance broker fees	596
Additional information about fees paid to insurance broker	TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

132340

Policy instance

Insurance contract or identification number	132340
Number of Individuals Covered	10
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $4,670
Total amount of fees paid to insurance company	USD $1,057
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $4,670
Insurance broker organization code?	3
Amount paid for insurance broker fees	1057
Additional information about fees paid to insurance broker	TPA FEES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHN535

Policy instance

Insurance contract or identification number	PHN535
Number of Individuals Covered	11
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	CRANFORD, BUCKLEY, SCHULTZE, TOMCHIN, ALLEN & BUIE, P.A.
Employer identification number (EIN):	561817454
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers