401k Plan data: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN plan

CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN
Plan identification number	002

CHARLES RIZZO & ASSOCIATES OF NY, INC. 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
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHARLES RIZZO & ASSOCIATES OF NY, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHARLES RIZZO & ASSOCIATES OF NY, INC.

Employer identification number (EIN): 562398884

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about CHARLES RIZZO & ASSOCIATES OF NY, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2003-09-18

Company Identification Number: 2955738

Legal Registered Office Address: 1333 BROADWAY
New York
NEW YORK
United States of America (USA)
10018

More information about CHARLES RIZZO & ASSOCIATES OF NY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 CHARLES RIZZO
002 2017-01-01 CHARLES RIZZO
002 2016-01-01 CHARLES RIZZO
002 2015-01-01 CHARLES RIZZO
002 2014-01-01 CHARLES RIZZO
002 2013-01-01 CHARLES RIZZO
002 2012-01-01 CHARLES RIZZO
002 2011-01-01 CHARLES RIZZO
002 2010-01-01 CHARLES RIZZO
002 2009-01-01 CHARLES RIZZO

Plan id#	Filing Submission Date	Name of Administrator
002	2018-01-01	CHARLES RIZZO
002	2017-01-01	CHARLES RIZZO
002	2016-01-01	CHARLES RIZZO
002	2015-01-01	CHARLES RIZZO
002	2014-01-01	CHARLES RIZZO
002	2013-01-01	CHARLES RIZZO
002	2012-01-01	CHARLES RIZZO
002	2011-01-01	CHARLES RIZZO
002	2010-01-01	CHARLES RIZZO
002	2009-01-01	CHARLES RIZZO

Plan Statistics for CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN

Measure Date Value
2018: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
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 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 59
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 0
Total of all active and inactive participants 2017-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 59
Number of participants with account balances 2017-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 41
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 3
Total of all active and inactive participants 2016-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 44
Number of participants with account balances 2016-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 37
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 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 41
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
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 1
Total of all active and inactive participants 2014-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 15
Number of participants with account balances 2014-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10
2013: CHARLES RIZZO & ASSOCIATES OF NY, INC. 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 10
Total of all active and inactive participants 2013-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
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 2
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 0
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 2
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
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	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	59
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	0
Total of all active and inactive participants	2017-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	59
Number of participants with account balances	2017-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	41
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	3
Total of all active and inactive participants	2016-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	44
Number of participants with account balances	2016-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	37
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	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	41
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
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	1
Total of all active and inactive participants	2014-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	15
Number of participants with account balances	2014-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10
2013: CHARLES RIZZO & ASSOCIATES OF NY, INC. 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	10
Total of all active and inactive participants	2013-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
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	2
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	0
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	2
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN

Measure	Date	Value
2018 : CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-10-31	$0
Total plan liabilities at end of year	2018-10-31	$0
Total plan liabilities at beginning of year	2018-10-31	$0
Total income from all sources	2018-10-31	$197
Expenses. Total of all expenses incurred	2018-10-31	$339,599
Benefits paid (including direct rollovers)	2018-10-31	$328,986
Total plan assets at end of year	2018-10-31	$0
Total plan assets at beginning of year	2018-10-31	$339,402
Value of fidelity bond covering the plan	2018-10-31	$34,000
Total contributions received or receivable from participants	2018-10-31	$0
Expenses. Other expenses not covered elsewhere	2018-10-31	$0
Contributions received from other sources (not participants or employers)	2018-10-31	$0
Other income received	2018-10-31	$197
Noncash contributions received	2018-10-31	$0
Net income (gross income less expenses)	2018-10-31	$-339,402
Net plan assets at end of year (total assets less liabilities)	2018-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-10-31	$339,402
Total contributions received or receivable from employer(s)	2018-10-31	$0
Value of certain deemed distributions of participant loans	2018-10-31	$0
Value of corrective distributions	2018-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-10-31	$10,613
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-10-31	$0
2017 : CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
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	$26,251
Expenses. Total of all expenses incurred	2017-12-31	$15,699
Benefits paid (including direct rollovers)	2017-12-31	$10,529
Total plan assets at end of year	2017-12-31	$339,402
Total plan assets at beginning of year	2017-12-31	$328,850
Value of fidelity bond covering the plan	2017-12-31	$34,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$26,251
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$10,552
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$339,402
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$328,850
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5,170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
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	$5,843
Expenses. Total of all expenses incurred	2016-12-31	$9,649
Benefits paid (including direct rollovers)	2016-12-31	$9,649
Total plan assets at end of year	2016-12-31	$328,850
Total plan assets at beginning of year	2016-12-31	$332,656
Value of fidelity bond covering the plan	2016-12-31	$34,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$5,843
Net income (gross income less expenses)	2016-12-31	$-3,806
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$328,850
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$332,656
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$186,422
Expenses. Total of all expenses incurred	2015-12-31	$2,460
Benefits paid (including direct rollovers)	2015-12-31	$2,460
Total plan assets at end of year	2015-12-31	$332,656
Total plan assets at beginning of year	2015-12-31	$148,694
Value of fidelity bond covering the plan	2015-12-31	$15,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-1,042
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$183,962
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$332,656
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$148,694
Total contributions received or receivable from employer(s)	2015-12-31	$187,464
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$81,284
Expenses. Total of all expenses incurred	2014-12-31	$19,373
Benefits paid (including direct rollovers)	2014-12-31	$19,373
Total plan assets at end of year	2014-12-31	$148,694
Total plan assets at beginning of year	2014-12-31	$86,783
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$68
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$61,911
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$148,694
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$86,783
Total contributions received or receivable from employer(s)	2014-12-31	$81,216
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$82,086
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$86,783
Total plan assets at beginning of year	2013-12-31	$4,697
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$430
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$82,086
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$86,783
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,697
Total contributions received or receivable from employer(s)	2013-12-31	$81,656
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$2,743
Expenses. Total of all expenses incurred	2012-12-31	$4,374
Benefits paid (including direct rollovers)	2012-12-31	$4,374
Total plan assets at end of year	2012-12-31	$4,697
Total plan assets at beginning of year	2012-12-31	$6,328
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$296
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-1,631
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,697
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,328
Total contributions received or receivable from employer(s)	2012-12-31	$2,447
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$3,928
Expenses. Total of all expenses incurred	2011-12-31	$2,301
Benefits paid (including direct rollovers)	2011-12-31	$2,301
Total plan assets at end of year	2011-12-31	$6,328
Total plan assets at beginning of year	2011-12-31	$4,701
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$68
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$1,627
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,328
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,701
Total contributions received or receivable from employer(s)	2011-12-31	$3,860
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$2,701
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$4,701
Total plan assets at beginning of year	2010-12-31	$2,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$1
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$2,701
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,701
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,000
Total contributions received or receivable from employer(s)	2010-12-31	$2,700
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN

2018: CHARLES RIZZO & ASSOCIATES OF NY, INC. 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	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: CHARLES RIZZO & ASSOCIATES OF NY, INC. 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CHARLES RIZZO & ASSOCIATES OF NY, INC. 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CHARLES RIZZO & ASSOCIATES OF NY, INC. 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CHARLES RIZZO & ASSOCIATES OF NY, INC. 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHARLES RIZZO & ASSOCIATES OF NY, INC. 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHARLES RIZZO & ASSOCIATES OF NY, INC. 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: CHARLES RIZZO & ASSOCIATES OF NY, INC. 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: CHARLES RIZZO & ASSOCIATES OF NY, INC. 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: CHARLES RIZZO & ASSOCIATES OF NY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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

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CHARLES RIZZO & ASSOCIATES OF NY, INC. 401(K) RETIREMENT PLAN [EIN = 843157738]

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Company Name:	CHARLES RIZZO & ASSOCIATES OF NY, INC.
Employer identification number (EIN):	562398884
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2003-09-18
Company Identification Number:	2955738
Legal Registered Office Address:	1333 BROADWAY New York NEW YORK United States of America (USA) 10018