401k Plan data: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN plan

PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 401k Plan overview

Plan Name	PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN
Plan identification number	001

PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PRAGER, SIMON & ASSOCIATES, LLP has sponsored the creation of one or more 401k plans.

Company Name: PRAGER, SIMON & ASSOCIATES, LLP

Employer identification number (EIN): 651156897

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 RICHARD S. PRAGER, M.D. 2024-10-08 RICHARD S. PRAGER MD 2024-10-08
001 2022-01-01 RICHARD S. PRAGER, M.D. 2023-10-16
001 2021-01-01 RICHARD S. PRAGER, M.D. 2022-09-02
001 2020-01-01 RICHARD S. PRAGER, M.D. 2021-08-27
001 2019-01-01 RICHARD S. PRAGER, M.D. 2020-09-02
001 2019-01-01 RICHARD S. PRAGER, M.D. 2020-10-21
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 RICHARD S. PRAGER, M.D.
001 2013-01-01 RICHARD S. PRAGER, M.D.
001 2012-01-01 RICHARD S. PRAGER, M.D.
001 2011-01-01 RICHARD S. PRAGER, M.D.
001 2010-01-01 RICHARD S. PRAGER, M.D.
001 2009-01-01 RICHARD S. PRAGER, M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	RICHARD S. PRAGER, M.D.	2024-10-08	RICHARD S. PRAGER MD	2024-10-08
001	2022-01-01	RICHARD S. PRAGER, M.D.	2023-10-16
001	2021-01-01	RICHARD S. PRAGER, M.D.	2022-09-02
001	2020-01-01	RICHARD S. PRAGER, M.D.	2021-08-27
001	2019-01-01	RICHARD S. PRAGER, M.D.	2020-09-02
001	2019-01-01	RICHARD S. PRAGER, M.D.	2020-10-21
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	RICHARD S. PRAGER, M.D.
001	2013-01-01	RICHARD S. PRAGER, M.D.
001	2012-01-01	RICHARD S. PRAGER, M.D.
001	2011-01-01	RICHARD S. PRAGER, M.D.
001	2010-01-01	RICHARD S. PRAGER, M.D.
001	2009-01-01	RICHARD S. PRAGER, M.D.

Plan Statistics for PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN

401k plan membership statisitcs for PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN

Measure Date Value
2023: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 27
Number of retired or separated participants receiving benefits 2023-01-01 6
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 33
Number of participants with account balances 2023-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 23
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 28
Number of participants with account balances 2022-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 14
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 5
Total of all active and inactive participants 2021-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 19
Number of participants with account balances 2021-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
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 2
Total of all active and inactive participants 2020-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 14
Number of participants with account balances 2020-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
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 2
Total of all active and inactive participants 2019-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
2017: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 2
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 1
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 1
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 1
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
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 1
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PRAGER, SIMON & ASSOCIATES, LLP 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 3
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 4
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	27
Number of retired or separated participants receiving benefits	2023-01-01	6
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	33
Number of participants with account balances	2023-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	23
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	28
Number of participants with account balances	2022-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	14
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	5
Total of all active and inactive participants	2021-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	19
Number of participants with account balances	2021-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
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	2
Total of all active and inactive participants	2020-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	14
Number of participants with account balances	2020-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
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	2
Total of all active and inactive participants	2019-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
2017: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	2
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	1
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	1
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	1
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
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	1
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PRAGER, SIMON & ASSOCIATES, LLP 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	3
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	4
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN

Measure	Date	Value
2023 : PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$2,454,760
Expenses. Total of all expenses incurred	2023-12-31	$525,397
Benefits paid (including direct rollovers)	2023-12-31	$525,000
Total plan assets at end of year	2023-12-31	$8,477,719
Total plan assets at beginning of year	2023-12-31	$6,548,356
Value of fidelity bond covering the plan	2023-12-31	$250,000
Other income received	2023-12-31	$2,454,760
Net income (gross income less expenses)	2023-12-31	$1,929,363
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$8,477,719
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$6,548,356
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$397
2022 : PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,753,386
Expenses. Total of all expenses incurred	2022-12-31	$55,423
Benefits paid (including direct rollovers)	2022-12-31	$54,979
Total plan assets at end of year	2022-12-31	$6,548,356
Total plan assets at beginning of year	2022-12-31	$8,357,165
Value of fidelity bond covering the plan	2022-12-31	$250,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$419
Other income received	2022-12-31	$-1,753,386
Net income (gross income less expenses)	2022-12-31	$-1,808,809
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,548,356
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,357,165
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$73,424
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$25
2021 : PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,689,588
Expenses. Total of all expenses incurred	2021-12-31	$4,952
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$8,357,165
Total plan assets at beginning of year	2021-12-31	$6,672,529
Value of fidelity bond covering the plan	2021-12-31	$250,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$256
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,677,588
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,684,636
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,357,165
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,672,529
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$73,424
Total contributions received or receivable from employer(s)	2021-12-31	$12,000
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,696
2020 : PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,301,749
Expenses. Total of all expenses incurred	2020-12-31	$3,431
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$6,672,529
Total plan assets at beginning of year	2020-12-31	$4,374,211
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$239
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$2,201,749
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,298,318
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,672,529
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,374,211
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$57,200
Total contributions received or receivable from employer(s)	2020-12-31	$100,000
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,192
2019 : PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,490,003
Expenses. Total of all expenses incurred	2019-12-31	$2,593
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$4,374,211
Total plan assets at beginning of year	2019-12-31	$2,886,801
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$4
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,340,003
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,487,410
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,374,211
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,886,801
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$90,592
Total contributions received or receivable from employer(s)	2019-12-31	$150,000
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,589
2018 : PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-234,066
Expenses. Total of all expenses incurred	2018-12-31	$2,523
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$2,886,801
Total plan assets at beginning of year	2018-12-31	$3,123,390
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-284,066
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-236,589
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,886,801
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,123,390
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$104,344
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,523
2017 : PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$658,750
Expenses. Total of all expenses incurred	2017-12-31	$2,214
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$3,123,390
Total plan assets at beginning of year	2017-12-31	$2,466,854
Value of fidelity bond covering the plan	2017-12-31	$250,000
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
Noncash contributions received	2017-12-31	$608,750
Net income (gross income less expenses)	2017-12-31	$656,536
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,123,390
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,466,854
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$132,528
Total contributions received or receivable from employer(s)	2017-12-31	$50,000
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	$2,214
2016 : PRAGER, SIMON & ASSOCIATES, LLP 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	$282,074
Expenses. Total of all expenses incurred	2016-12-31	$483,053
Benefits paid (including direct rollovers)	2016-12-31	$481,527
Total plan assets at end of year	2016-12-31	$2,466,854
Total plan assets at beginning of year	2016-12-31	$2,667,833
Value of fidelity bond covering the plan	2016-12-31	$240,000
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	$232,074
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-200,979
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,466,854
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,667,833
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$148,650
Total contributions received or receivable from employer(s)	2016-12-31	$50,000
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	$1,526
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PRAGER, SIMON & ASSOCIATES, LLP 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	$0
Total income from all sources	2015-12-31	$-64,984
Expenses. Total of all expenses incurred	2015-12-31	$114,716
Benefits paid (including direct rollovers)	2015-12-31	$110,000
Total plan assets at end of year	2015-12-31	$2,667,833
Total plan assets at beginning of year	2015-12-31	$2,847,533
Value of fidelity bond covering the plan	2015-12-31	$240,000
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	$-88,877
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-179,700
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,667,833
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,847,533
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$126,774
Total contributions received or receivable from employer(s)	2015-12-31	$23,893
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	$4,716
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2014 401k financial data
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	$249,930
Expenses. Total of all expenses incurred	2014-12-31	$95,549
Benefits paid (including direct rollovers)	2014-12-31	$90,000
Total plan assets at end of year	2014-12-31	$2,847,533
Total plan assets at beginning of year	2014-12-31	$2,693,152
Value of fidelity bond covering the plan	2014-12-31	$240,000
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	$249,930
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$154,381
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,847,533
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,693,152
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$189,726
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,549
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2013 401k financial data
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	$347,402
Expenses. Total of all expenses incurred	2013-12-31	$5,504
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,693,152
Total plan assets at beginning of year	2013-12-31	$2,351,254
Value of fidelity bond covering the plan	2013-12-31	$240,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$4
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$347,402
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$341,898
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,693,152
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,351,254
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$251,328
Total contributions received or receivable from employer(s)	2013-12-31	$0
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	$5,500
2012 : PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2012 401k financial data
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	$330,922
Expenses. Total of all expenses incurred	2012-12-31	$13,138
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,351,254
Total plan assets at beginning of year	2012-12-31	$2,033,470
Value of fidelity bond covering the plan	2012-12-31	$240,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$8,500
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$318,922
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$317,784
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,351,254
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,033,470
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$110,633
Total contributions received or receivable from employer(s)	2012-12-31	$12,000
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	$4,638
2011 : PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2011 401k financial data
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	$84,613
Expenses. Total of all expenses incurred	2011-12-31	$12,938
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,033,470
Total plan assets at beginning of year	2011-12-31	$1,961,795
Value of fidelity bond covering the plan	2011-12-31	$240,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$8,500
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$76,892
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$71,675
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,033,470
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,961,795
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$119,826
Total contributions received or receivable from employer(s)	2011-12-31	$7,721
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	$4,438
2010 : PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2010 401k financial data
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	$353,284
Expenses. Total of all expenses incurred	2010-12-31	$369,671
Benefits paid (including direct rollovers)	2010-12-31	$357,492
Total plan assets at end of year	2010-12-31	$1,961,795
Total plan assets at beginning of year	2010-12-31	$1,978,182
Value of fidelity bond covering the plan	2010-12-31	$240,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$8,477
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$313,284
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-16,387
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,961,795
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,978,182
Total contributions received or receivable from employer(s)	2010-12-31	$40,000
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	$3,702
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN

2023: PRAGER, SIMON & ASSOCIATES, LLP PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	Yes
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PRAGER, SIMON & ASSOCIATES, LLP 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: PRAGER, SIMON & ASSOCIATES, LLP 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: PRAGER, SIMON & ASSOCIATES, LLP 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: PRAGER, SIMON & ASSOCIATES, LLP 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
2017: PRAGER, SIMON & ASSOCIATES, LLP 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: PRAGER, SIMON & ASSOCIATES, LLP 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: PRAGER, SIMON & ASSOCIATES, LLP 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: PRAGER, SIMON & ASSOCIATES, LLP 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: PRAGER, SIMON & ASSOCIATES, LLP 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: PRAGER, SIMON & ASSOCIATES, LLP 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: PRAGER, SIMON & ASSOCIATES, LLP 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: PRAGER, SIMON & ASSOCIATES, LLP 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: PRAGER, SIMON & ASSOCIATES, LLP 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

JJ7231730

Policy instance

Insurance contract or identification number	JJ7231730
Number of Individuals Covered	1
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

JJ7231730

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

JJ7231730

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

JJ7231730

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

JJ7231730

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

JJ7231730

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

JJ7231730

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

JJ7231730

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

JJ7231730

Policy instance

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

Policy contract number

6-2962

Policy instance

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

Policy contract number

6-2962

Policy instance

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

Policy contract number

6-2962

Policy instance

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Company Name:	PRAGER, SIMON & ASSOCIATES, LLP
Employer identification number (EIN):	651156897
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)