401k Plan data: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN plan

BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	002

BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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

BALLIN, BALLIN & FISHMAN, P.C. has sponsored the creation of one or more 401k plans.

Company Name: BALLIN, BALLIN & FISHMAN, P.C.

Employer identification number (EIN): 621604643

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 RANDALL J. FISHMAN 2024-04-11 RANDALL J. FISHMAN 2024-04-11
002 2021-07-01 RANDALL J. FISHMAN 2023-04-12 RANDALL J. FISHMAN 2023-04-12
002 2020-07-01 RANDALL J. FISHMAN 2022-02-16 RANDALL J. FISHMAN 2022-02-16
002 2019-07-01 RANDALL J. FISHMAN 2021-01-07 RANDALL J. FISHMAN 2021-01-07
002 2018-07-01 RANDALL J. FISHMAN 2020-02-24 RANDALL J. FISHMAN 2020-02-24
002 2017-07-01
002 2016-07-01
002 2015-07-01
002 2014-07-01 RANDALL J. FISHMAN RANDALL J. FISHMAN 2016-01-15
002 2013-07-01 RANDALL J. FISHMAN RANDALL J. FISHMAN 2015-04-10
002 2012-07-01 RANDALL J. FISHMAN RANDALL J. FISHMAN 2014-04-11
002 2011-07-01 RANDALL J. FISHMAN RANDALL J. FISHMAN 2013-04-15
002 2010-07-01 RANDALL J FISHMAN RANDALL J FISHMAN 2012-04-16
002 2009-07-01 RANDALL FISHMAN RANDALL FISHMAN 2011-04-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	RANDALL J. FISHMAN	2024-04-11	RANDALL J. FISHMAN	2024-04-11
002	2021-07-01	RANDALL J. FISHMAN	2023-04-12	RANDALL J. FISHMAN	2023-04-12
002	2020-07-01	RANDALL J. FISHMAN	2022-02-16	RANDALL J. FISHMAN	2022-02-16
002	2019-07-01	RANDALL J. FISHMAN	2021-01-07	RANDALL J. FISHMAN	2021-01-07
002	2018-07-01	RANDALL J. FISHMAN	2020-02-24	RANDALL J. FISHMAN	2020-02-24
002	2017-07-01
002	2016-07-01
002	2015-07-01
002	2014-07-01	RANDALL J. FISHMAN		RANDALL J. FISHMAN	2016-01-15
002	2013-07-01	RANDALL J. FISHMAN		RANDALL J. FISHMAN	2015-04-10
002	2012-07-01	RANDALL J. FISHMAN		RANDALL J. FISHMAN	2014-04-11
002	2011-07-01	RANDALL J. FISHMAN		RANDALL J. FISHMAN	2013-04-15
002	2010-07-01	RANDALL J FISHMAN		RANDALL J FISHMAN	2012-04-16
002	2009-07-01	RANDALL FISHMAN		RANDALL FISHMAN	2011-04-12

Plan Statistics for BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 15
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 11
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 3
Total of all active and inactive participants 2022-07-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 14
Number of participants with account balances 2022-07-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 1
2021: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 16
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 12
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 3
Total of all active and inactive participants 2021-07-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 15
Number of participants with account balances 2021-07-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 2
2020: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 15
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 1
Total of all active and inactive participants 2020-07-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 16
Number of participants with account balances 2020-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 15
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 1
Total of all active and inactive participants 2019-07-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 16
Number of participants with account balances 2019-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 17
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 13
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 3
Total of all active and inactive participants 2018-07-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 16
Number of participants with account balances 2018-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 1
2017: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 17
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 13
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 2
Total of all active and inactive participants 2017-07-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 15
Number of participants with account balances 2017-07-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 19
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 14
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 3
Total of all active and inactive participants 2016-07-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 17
Number of participants with account balances 2016-07-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 1
2015: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 17
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 1
Total of all active and inactive participants 2015-07-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 18
Number of participants with account balances 2015-07-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 1
2014: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 17
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 17
Number of participants with account balances 2014-07-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 17
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 1
Total of all active and inactive participants 2013-07-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 18
Number of participants with account balances 2013-07-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 1
2012: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 16
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 1
Total of all active and inactive participants 2012-07-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 17
Number of participants with account balances 2012-07-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 15
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 2
Total of all active and inactive participants 2011-07-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 17
Number of participants with account balances 2011-07-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 18
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 15
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 15
Number of participants with account balances 2010-07-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 14
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 3
Total of all active and inactive participants 2009-07-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 17
Number of participants with account balances 2009-07-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 1

Measure	Date	Value
2022: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	15
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	11
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	3
Total of all active and inactive participants	2022-07-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	14
Number of participants with account balances	2022-07-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	1
2021: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	16
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	12
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	3
Total of all active and inactive participants	2021-07-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	15
Number of participants with account balances	2021-07-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	2
2020: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	15
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	1
Total of all active and inactive participants	2020-07-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	16
Number of participants with account balances	2020-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	15
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	1
Total of all active and inactive participants	2019-07-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	16
Number of participants with account balances	2019-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	17
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	13
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	3
Total of all active and inactive participants	2018-07-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	16
Number of participants with account balances	2018-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	1
2017: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	17
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	13
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	2
Total of all active and inactive participants	2017-07-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	15
Number of participants with account balances	2017-07-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	19
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	14
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	3
Total of all active and inactive participants	2016-07-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	17
Number of participants with account balances	2016-07-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	1
2015: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	17
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	1
Total of all active and inactive participants	2015-07-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	18
Number of participants with account balances	2015-07-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	1
2014: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	17
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	17
Number of participants with account balances	2014-07-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	17
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	1
Total of all active and inactive participants	2013-07-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	18
Number of participants with account balances	2013-07-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	1
2012: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	16
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	1
Total of all active and inactive participants	2012-07-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	17
Number of participants with account balances	2012-07-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	15
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	2
Total of all active and inactive participants	2011-07-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	17
Number of participants with account balances	2011-07-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	18
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	15
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	15
Number of participants with account balances	2010-07-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	14
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	3
Total of all active and inactive participants	2009-07-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	17
Number of participants with account balances	2009-07-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	1

Financial Data on BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-06-30	$-438,197
Expenses. Total of all expenses incurred	2022-06-30	$154,034
Benefits paid (including direct rollovers)	2022-06-30	$63,870
Total plan assets at end of year	2022-06-30	$7,347,891
Total plan assets at beginning of year	2022-06-30	$7,940,122
Value of fidelity bond covering the plan	2022-06-30	$500,000
Total contributions received or receivable from participants	2022-06-30	$99,158
Assets. Value of loans (other than to participants)	2022-06-30	$0
Expenses. Other expenses not covered elsewhere	2022-06-30	$90,164
Other income received	2022-06-30	$-693,373
Net income (gross income less expenses)	2022-06-30	$-592,231
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$7,347,891
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$7,940,122
Assets. Value of participant loans	2022-06-30	$108,189
Total contributions received or receivable from employer(s)	2022-06-30	$156,018
2021 : BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-06-30	$0
Total plan liabilities at beginning of year	2021-06-30	$509
Total income from all sources	2021-06-30	$2,114,603
Expenses. Total of all expenses incurred	2021-06-30	$108,289
Benefits paid (including direct rollovers)	2021-06-30	$37,883
Total plan assets at end of year	2021-06-30	$7,940,122
Total plan assets at beginning of year	2021-06-30	$5,934,317
Value of fidelity bond covering the plan	2021-06-30	$500,000
Total contributions received or receivable from participants	2021-06-30	$101,758
Assets. Value of loans (other than to participants)	2021-06-30	$22,636
Expenses. Other expenses not covered elsewhere	2021-06-30	$70,406
Contributions received from other sources (not participants or employers)	2021-06-30	$0
Other income received	2021-06-30	$1,861,324
Net income (gross income less expenses)	2021-06-30	$2,006,314
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$7,940,122
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$5,933,808
Assets. Value of participant loans	2021-06-30	$26,193
Total contributions received or receivable from employer(s)	2021-06-30	$151,521
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
2020 : BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-06-30	$509
Total income from all sources	2020-06-30	$-89,146
Expenses. Total of all expenses incurred	2020-06-30	$84,097
Benefits paid (including direct rollovers)	2020-06-30	$16,906
Total plan assets at end of year	2020-06-30	$5,934,317
Total plan assets at beginning of year	2020-06-30	$6,107,051
Value of fidelity bond covering the plan	2020-06-30	$500,000
Total contributions received or receivable from participants	2020-06-30	$94,494
Assets. Value of loans (other than to participants)	2020-06-30	$51,155
Expenses. Other expenses not covered elsewhere	2020-06-30	$67,191
Other income received	2020-06-30	$-326,014
Net income (gross income less expenses)	2020-06-30	$-173,243
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$5,933,808
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$6,107,051
Assets. Value of participant loans	2020-06-30	$43,687
Total contributions received or receivable from employer(s)	2020-06-30	$142,374
Value of certain deemed distributions of participant loans	2020-06-30	$0
2019 : BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-06-30	$623,659
Expenses. Total of all expenses incurred	2019-06-30	$193,447
Benefits paid (including direct rollovers)	2019-06-30	$134,002
Total plan assets at end of year	2019-06-30	$6,107,051
Total plan assets at beginning of year	2019-06-30	$5,676,839
Value of fidelity bond covering the plan	2019-06-30	$500,000
Total contributions received or receivable from participants	2019-06-30	$82,064
Assets. Value of loans (other than to participants)	2019-06-30	$14,259
Expenses. Other expenses not covered elsewhere	2019-06-30	$59,445
Contributions received from other sources (not participants or employers)	2019-06-30	$0
Other income received	2019-06-30	$412,016
Net income (gross income less expenses)	2019-06-30	$430,212
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$6,107,051
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$5,676,839
Assets. Value of participant loans	2019-06-30	$52,668
Total contributions received or receivable from employer(s)	2019-06-30	$129,579
Value of certain deemed distributions of participant loans	2019-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$0
2018 : BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-06-30	$461,767
Expenses. Total of all expenses incurred	2018-06-30	$300,178
Benefits paid (including direct rollovers)	2018-06-30	$242,205
Total plan assets at end of year	2018-06-30	$5,676,839
Total plan assets at beginning of year	2018-06-30	$5,515,250
Value of fidelity bond covering the plan	2018-06-30	$500,000
Total contributions received or receivable from participants	2018-06-30	$73,300
Assets. Value of loans (other than to participants)	2018-06-30	$183,925
Expenses. Other expenses not covered elsewhere	2018-06-30	$57,973
Contributions received from other sources (not participants or employers)	2018-06-30	$13,069
Other income received	2018-06-30	$252,912
Net income (gross income less expenses)	2018-06-30	$161,589
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$5,676,839
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$5,515,250
Assets. Value of participant loans	2018-06-30	$119,015
Total contributions received or receivable from employer(s)	2018-06-30	$122,486
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
2017 : BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$678,520
Expenses. Total of all expenses incurred	2017-06-30	$129,315
Benefits paid (including direct rollovers)	2017-06-30	$76,905
Total plan assets at end of year	2017-06-30	$5,515,250
Total plan assets at beginning of year	2017-06-30	$4,966,045
Value of fidelity bond covering the plan	2017-06-30	$550,000
Total contributions received or receivable from participants	2017-06-30	$78,860
Assets. Value of loans (other than to participants)	2017-06-30	$258,069
Expenses. Other expenses not covered elsewhere	2017-06-30	$52,410
Contributions received from other sources (not participants or employers)	2017-06-30	$0
Other income received	2017-06-30	$477,690
Net income (gross income less expenses)	2017-06-30	$549,205
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$5,515,250
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$4,966,045
Assets. Value of participant loans	2017-06-30	$107,279
Total contributions received or receivable from employer(s)	2017-06-30	$121,970
Value of certain deemed distributions of participant loans	2017-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$0
2016 : BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$401,456
Expenses. Total of all expenses incurred	2016-06-30	$911,899
Benefits paid (including direct rollovers)	2016-06-30	$878,750
Total plan assets at end of year	2016-06-30	$4,966,045
Total plan assets at beginning of year	2016-06-30	$5,476,488
Value of fidelity bond covering the plan	2016-06-30	$1,100,000
Total contributions received or receivable from participants	2016-06-30	$82,800
Assets. Value of loans (other than to participants)	2016-06-30	$370,463
Expenses. Other expenses not covered elsewhere	2016-06-30	$33,149
Contributions received from other sources (not participants or employers)	2016-06-30	$650
Other income received	2016-06-30	$175,289
Net income (gross income less expenses)	2016-06-30	$-510,443
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$4,966,045
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$5,476,488
Assets. Value of participant loans	2016-06-30	$83,610
Total contributions received or receivable from employer(s)	2016-06-30	$142,717
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$349,050
Expenses. Total of all expenses incurred	2015-06-30	$82,991
Benefits paid (including direct rollovers)	2015-06-30	$61,956
Total plan assets at end of year	2015-06-30	$5,476,488
Total plan assets at beginning of year	2015-06-30	$5,210,429
Value of fidelity bond covering the plan	2015-06-30	$1,100,000
Total contributions received or receivable from participants	2015-06-30	$83,720
Assets. Value of loans (other than to participants)	2015-06-30	$429,990
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$19,228
Other income received	2015-06-30	$109,175
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$266,059
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$5,476,488
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$5,210,429
Assets. Value of participant loans	2015-06-30	$57,150
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	2015-06-30	$508
Total contributions received or receivable from employer(s)	2015-06-30	$136,927
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$21,035
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$557,220
Expenses. Total of all expenses incurred	2014-06-30	$119,359
Benefits paid (including direct rollovers)	2014-06-30	$86,179
Total plan assets at end of year	2014-06-30	$5,210,429
Total plan assets at beginning of year	2014-06-30	$4,772,568
Value of fidelity bond covering the plan	2014-06-30	$1,100,000
Total contributions received or receivable from participants	2014-06-30	$73,692
Assets. Value of loans (other than to participants)	2014-06-30	$501,380
Expenses. Other expenses not covered elsewhere	2014-06-30	$33,180
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$349,115
Net income (gross income less expenses)	2014-06-30	$437,861
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$5,210,429
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$4,772,568
Assets. Value of participant loans	2014-06-30	$84,875
Total contributions received or receivable from employer(s)	2014-06-30	$134,413
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$495,133
Expenses. Total of all expenses incurred	2013-06-30	$62,202
Benefits paid (including direct rollovers)	2013-06-30	$51,255
Total plan assets at end of year	2013-06-30	$4,772,568
Total plan assets at beginning of year	2013-06-30	$4,339,637
Value of fidelity bond covering the plan	2013-06-30	$1,100,000
Total contributions received or receivable from participants	2013-06-30	$71,846
Assets. Value of loans (other than to participants)	2013-06-30	$863,050
Expenses. Other expenses not covered elsewhere	2013-06-30	$10,947
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$304,501
Net income (gross income less expenses)	2013-06-30	$432,931
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$4,772,568
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$4,339,637
Assets. Value of participant loans	2013-06-30	$83,269
Total contributions received or receivable from employer(s)	2013-06-30	$118,786
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$366,599
Expenses. Total of all expenses incurred	2012-06-30	$11,394
Benefits paid (including direct rollovers)	2012-06-30	$0
Total plan assets at end of year	2012-06-30	$4,339,637
Total plan assets at beginning of year	2012-06-30	$3,984,432
Value of fidelity bond covering the plan	2012-06-30	$1,500,000
Total contributions received or receivable from participants	2012-06-30	$117,770
Assets. Value of loans (other than to participants)	2012-06-30	$1,092,147
Expenses. Other expenses not covered elsewhere	2012-06-30	$11,394
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$126,853
Net income (gross income less expenses)	2012-06-30	$355,205
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$4,339,637
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$3,984,432
Assets. Value of participant loans	2012-06-30	$59,458
Total contributions received or receivable from employer(s)	2012-06-30	$121,976
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0
2011 : BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-06-30	$696
Total income from all sources	2011-06-30	$510,016
Expenses. Total of all expenses incurred	2011-06-30	$154,550
Benefits paid (including direct rollovers)	2011-06-30	$144,844
Total plan assets at end of year	2011-06-30	$3,984,432
Total plan assets at beginning of year	2011-06-30	$3,629,662
Value of fidelity bond covering the plan	2011-06-30	$1,400,000
Total contributions received or receivable from participants	2011-06-30	$92,205
Assets. Value of loans (other than to participants)	2011-06-30	$1,259,323
Expenses. Other expenses not covered elsewhere	2011-06-30	$9,706
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$279,741
Net income (gross income less expenses)	2011-06-30	$355,466
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$3,984,432
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$3,628,966
Assets. Value of participant loans	2011-06-30	$22,371
Total contributions received or receivable from employer(s)	2011-06-30	$138,070
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN

2022: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BALLIN, BALLIN & FISHMAN, P.C.
Employer identification number (EIN):	621604643
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers