401k Plan data: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN plan

FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan Name	FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN
Plan identification number	001

FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

FARELLA BRAUN AND MARTEL LLP has sponsored the creation of one or more 401k plans.

Company Name: FARELLA BRAUN AND MARTEL LLP

Employer identification number (EIN): 941527242

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 STEVEN R LOWENTHAL BRIAN P DONNELLY 2018-10-15
001 2016-01-01 BRIAN DONNELLY BRIAN DONNELLY 2017-10-12
001 2015-01-01 BRIAN P. DONNELLY STEVE LOWENTHAL 2016-10-06
001 2014-01-01 BRIAN DONNELLY STEVE LOWENTHAL 2015-10-13
001 2013-01-01 BRIAN DONNELLY STEVE LOWENTHAL 2014-10-13
001 2012-01-01 BRIAN DONNELLY STEVE LOWENTHAL 2013-10-11
001 2011-01-01 SAID KORDESTANI STEVE LOWENTHAL 2012-10-09
001 2009-01-01 SAID KORDESTANI STEVE LOWENTHAL 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	STEVEN R LOWENTHAL	BRIAN P DONNELLY	2018-10-15
001	2016-01-01	BRIAN DONNELLY	BRIAN DONNELLY	2017-10-12
001	2015-01-01	BRIAN P. DONNELLY	STEVE LOWENTHAL	2016-10-06
001	2014-01-01	BRIAN DONNELLY	STEVE LOWENTHAL	2015-10-13
001	2013-01-01	BRIAN DONNELLY	STEVE LOWENTHAL	2014-10-13
001	2012-01-01	BRIAN DONNELLY	STEVE LOWENTHAL	2013-10-11
001	2011-01-01	SAID KORDESTANI	STEVE LOWENTHAL	2012-10-09
001	2009-01-01	SAID KORDESTANI	STEVE LOWENTHAL	2010-10-12

Plan Statistics for FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2022: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 180
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 43
Total of all active and inactive participants 2022-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 229
Number of participants with account balances 2022-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 185
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 39
Total of all active and inactive participants 2021-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 231
Number of participants with account balances 2021-01-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 182
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 47
Total of all active and inactive participants 2020-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 234
Number of participants with account balances 2020-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 196
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 35
Total of all active and inactive participants 2019-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 236
Number of participants with account balances 2019-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 199
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 38
Total of all active and inactive participants 2018-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 240
Number of participants with account balances 2018-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 196
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 34
Total of all active and inactive participants 2017-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 234
Number of participants with account balances 2017-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 201
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 32
Total of all active and inactive participants 2016-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 238
Number of participants with account balances 2016-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 246
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 201
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 35
Total of all active and inactive participants 2015-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 240
Number of participants with account balances 2015-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 201
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 43
Total of all active and inactive participants 2014-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 246
Number of participants with account balances 2014-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 203
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 47
Total of all active and inactive participants 2013-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 253
Number of participants with account balances 2013-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 209
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 49
Total of all active and inactive participants 2012-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 259
Number of participants with account balances 2012-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 211
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 53
Total of all active and inactive participants 2011-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 265
Number of participants with account balances 2011-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 224
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 57
Total of all active and inactive participants 2009-01-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 283
Number of participants with account balances 2009-01-01 279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	180
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	43
Total of all active and inactive participants	2022-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	229
Number of participants with account balances	2022-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	185
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	39
Total of all active and inactive participants	2021-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	231
Number of participants with account balances	2021-01-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	182
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	47
Total of all active and inactive participants	2020-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	234
Number of participants with account balances	2020-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	196
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	35
Total of all active and inactive participants	2019-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	236
Number of participants with account balances	2019-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	199
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	38
Total of all active and inactive participants	2018-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	240
Number of participants with account balances	2018-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	196
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	34
Total of all active and inactive participants	2017-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	234
Number of participants with account balances	2017-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	201
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	32
Total of all active and inactive participants	2016-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	238
Number of participants with account balances	2016-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	246
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	201
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	35
Total of all active and inactive participants	2015-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	240
Number of participants with account balances	2015-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	201
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	43
Total of all active and inactive participants	2014-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	246
Number of participants with account balances	2014-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	203
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	47
Total of all active and inactive participants	2013-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	253
Number of participants with account balances	2013-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	209
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	49
Total of all active and inactive participants	2012-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	259
Number of participants with account balances	2012-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	211
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	53
Total of all active and inactive participants	2011-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	265
Number of participants with account balances	2011-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	224
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	57
Total of all active and inactive participants	2009-01-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	283
Number of participants with account balances	2009-01-01	279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN

Measure	Date	Value
2022 : FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$398,825
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$9,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$7,196
Total income from all sources (including contributions)	2022-12-31	$-28,603,277
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$27,066,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$26,955,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$9,316,920
Value of total assets at end of year	2022-12-31	$198,720,233
Value of total assets at beginning of year	2022-12-31	$253,988,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$110,482
Total interest from all sources	2022-12-31	$22,709
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$7,493,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$7,493,984
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,298,642
Participant contributions at end of year	2022-12-31	$486,462
Participant contributions at beginning of year	2022-12-31	$533,975
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$21,040,582
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$28,992,583
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,340,929
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$14,270
Other income not declared elsewhere	2022-12-31	$-4,136,940
Administrative expenses (other) incurred	2022-12-31	$110,482
Liabilities. Value of operating payables at end of year	2022-12-31	$9,571
Liabilities. Value of operating payables at beginning of year	2022-12-31	$7,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-55,669,387
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$198,710,662
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$253,981,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$173,515,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$220,866,837
Interest on participant loans	2022-12-31	$22,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-41,299,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$3,677,349
Employer contributions (assets) at end of year	2022-12-31	$3,677,349
Employer contributions (assets) at beginning of year	2022-12-31	$3,595,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$26,941,358
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$831,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$7,196
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$7,202
Total income from all sources (including contributions)	2021-12-31	$45,528,134
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$29,075,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$28,975,141
Value of total corrective distributions	2021-12-31	$2,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$11,632,516
Value of total assets at end of year	2021-12-31	$253,988,420
Value of total assets at beginning of year	2021-12-31	$236,704,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$97,521
Total interest from all sources	2021-12-31	$31,546
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$10,548,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$10,548,076
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,130,137
Participant contributions at end of year	2021-12-31	$533,975
Participant contributions at beginning of year	2021-12-31	$775,830
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$28,992,583
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$34,578,142
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,907,354
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$104
Other income not declared elsewhere	2021-12-31	$4,164,982
Administrative expenses (other) incurred	2021-12-31	$97,521
Liabilities. Value of operating payables at end of year	2021-12-31	$7,196
Liabilities. Value of operating payables at beginning of year	2021-12-31	$7,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$16,452,825
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$253,981,224
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$236,696,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$220,866,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$197,994,210
Interest on participant loans	2021-12-31	$31,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$19,151,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$3,595,025
Employer contributions (assets) at end of year	2021-12-31	$3,595,025
Employer contributions (assets) at beginning of year	2021-12-31	$3,355,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$28,975,037
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$819,856
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$7,202
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$15,590
Total income from all sources (including contributions)	2020-12-31	$36,997,748
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$9,017,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$8,920,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$9,269,187
Value of total assets at end of year	2020-12-31	$236,704,030
Value of total assets at beginning of year	2020-12-31	$207,912,321
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$96,957
Total interest from all sources	2020-12-31	$39,804
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$7,134,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$7,134,095
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,053,052
Participant contributions at end of year	2020-12-31	$775,830
Participant contributions at beginning of year	2020-12-31	$750,287
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$34,578,142
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$31,726,128
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,860,287
Other income not declared elsewhere	2020-12-31	$3,583,370
Administrative expenses (other) incurred	2020-12-31	$96,957
Liabilities. Value of operating payables at end of year	2020-12-31	$7,202
Liabilities. Value of operating payables at beginning of year	2020-12-31	$15,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$27,980,241
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$236,696,828
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$207,896,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$197,994,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$171,992,648
Interest on participant loans	2020-12-31	$39,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$16,971,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,355,848
Employer contributions (assets) at end of year	2020-12-31	$3,355,848
Employer contributions (assets) at beginning of year	2020-12-31	$3,443,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$8,920,550
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$686,095
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$15,590
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$65,169
Total income from all sources (including contributions)	2019-12-31	$46,301,117
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$18,411,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$18,240,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$9,890,847
Value of total assets at end of year	2019-12-31	$207,912,321
Value of total assets at beginning of year	2019-12-31	$179,386,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$171,298
Total interest from all sources	2019-12-31	$38,253
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$7,926,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$7,926,802
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,992,370
Participant contributions at end of year	2019-12-31	$750,287
Participant contributions at beginning of year	2019-12-31	$792,229
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$31,726,128
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$30,675,548
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,455,219
Other income not declared elsewhere	2019-12-31	$5,730,378
Administrative expenses (other) incurred	2019-12-31	$171,298
Liabilities. Value of operating payables at end of year	2019-12-31	$15,590
Liabilities. Value of operating payables at beginning of year	2019-12-31	$65,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$27,889,497
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$207,896,731
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$179,321,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$171,992,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$144,540,941
Interest on participant loans	2019-12-31	$38,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$22,714,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,443,258
Employer contributions (assets) at end of year	2019-12-31	$3,443,258
Employer contributions (assets) at beginning of year	2019-12-31	$3,377,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$18,240,322
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$508,062
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$65,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$79,560
Total income from all sources (including contributions)	2018-12-31	$3,422,376
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$12,441,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$12,234,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$13,156,844
Value of total assets at end of year	2018-12-31	$179,386,308
Value of total assets at beginning of year	2018-12-31	$187,911,776
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$206,523
Total interest from all sources	2018-12-31	$39,659
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$7,424,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$7,424,114
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,919,931
Participant contributions at end of year	2018-12-31	$792,229
Participant contributions at beginning of year	2018-12-31	$899,257
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$30,675,548
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$39,614,210
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$6,859,323
Other income not declared elsewhere	2018-12-31	$-2,147,628
Administrative expenses (other) incurred	2018-12-31	$206,523
Liabilities. Value of operating payables at end of year	2018-12-31	$65,169
Liabilities. Value of operating payables at beginning of year	2018-12-31	$79,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-9,019,139
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$179,321,139
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$187,832,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$144,540,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$143,958,407
Interest on participant loans	2018-12-31	$39,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-15,050,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$3,377,590
Employer contributions (assets) at end of year	2018-12-31	$3,377,590
Employer contributions (assets) at beginning of year	2018-12-31	$3,439,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$12,234,992
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$79,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$37,926
Total income from all sources (including contributions)	2017-12-31	$34,467,709
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$7,102,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,875,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$8,040,428
Value of total assets at end of year	2017-12-31	$187,911,776
Value of total assets at beginning of year	2017-12-31	$160,505,274
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$227,775
Total interest from all sources	2017-12-31	$40,325
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$4,918,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$4,918,484
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,746,500
Participant contributions at end of year	2017-12-31	$899,257
Participant contributions at beginning of year	2017-12-31	$970,026
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$39,614,210
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$31,399,457
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,854,026
Other income not declared elsewhere	2017-12-31	$4,674,739
Administrative expenses (other) incurred	2017-12-31	$62,991
Liabilities. Value of operating payables at end of year	2017-12-31	$79,560
Liabilities. Value of operating payables at beginning of year	2017-12-31	$37,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$27,364,868
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$187,832,216
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$160,467,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$164,784
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$143,958,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$124,738,469
Interest on participant loans	2017-12-31	$40,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$16,793,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$3,439,902
Employer contributions (assets) at end of year	2017-12-31	$3,439,902
Employer contributions (assets) at beginning of year	2017-12-31	$3,397,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,875,066
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$37,926
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$41,336
Total income from all sources (including contributions)	2016-12-31	$20,907,137
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$5,611,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,430,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$7,621,570
Value of total assets at end of year	2016-12-31	$160,505,274
Value of total assets at beginning of year	2016-12-31	$145,212,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$180,733
Total interest from all sources	2016-12-31	$42,587
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$4,293,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$4,293,120
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,745,423
Participant contributions at end of year	2016-12-31	$970,026
Participant contributions at beginning of year	2016-12-31	$991,717
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$31,399,457
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$30,254,312
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,478,825
Other income not declared elsewhere	2016-12-31	$2,504,858
Administrative expenses (other) incurred	2016-12-31	$54,444
Liabilities. Value of operating payables at end of year	2016-12-31	$37,926
Liabilities. Value of operating payables at beginning of year	2016-12-31	$41,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$15,295,744
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$160,467,348
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$145,171,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$126,289
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$124,738,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$110,514,128
Interest on participant loans	2016-12-31	$42,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$6,445,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$3,397,322
Employer contributions (assets) at end of year	2016-12-31	$3,397,322
Employer contributions (assets) at beginning of year	2016-12-31	$3,452,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,430,660
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$158,922
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$41,336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$39,288
Total income from all sources (including contributions)	2015-12-31	$5,736,328
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$7,826,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$7,678,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,777,607
Value of total assets at end of year	2015-12-31	$145,212,940
Value of total assets at beginning of year	2015-12-31	$147,141,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$147,515
Total interest from all sources	2015-12-31	$36,502
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,729,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$3,729,191
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,678,345
Participant contributions at end of year	2015-12-31	$991,717
Participant contributions at beginning of year	2015-12-31	$797,425
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$30,254,312
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$31,110,572
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$646,479
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$-510,552
Administrative expenses (other) incurred	2015-12-31	$8,225
Liabilities. Value of operating payables at end of year	2015-12-31	$41,336
Liabilities. Value of operating payables at beginning of year	2015-12-31	$39,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,090,004
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$145,171,604
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$147,102,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$139,290
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$110,514,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$89,992,741
Interest on participant loans	2015-12-31	$36,502
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$21,908,669
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,988,218
Net investment gain or loss from common/collective trusts	2015-12-31	$691,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$3,452,783
Employer contributions (assets) at end of year	2015-12-31	$3,452,783
Employer contributions (assets) at beginning of year	2015-12-31	$3,332,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$7,678,817
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GALLINA LLP
Accountancy firm EIN	2015-12-31	942147510
2014 : FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$155,748
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$39,288
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$21,011
Total income from all sources (including contributions)	2014-12-31	$33,521,183
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$7,143,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,979,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$23,189,182
Value of total assets at end of year	2014-12-31	$147,141,974
Value of total assets at beginning of year	2014-12-31	$120,590,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$163,996
Total interest from all sources	2014-12-31	$34,409
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,281,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,281,400
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$109,069
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,518,089
Participant contributions at end of year	2014-12-31	$797,425
Participant contributions at beginning of year	2014-12-31	$694,002
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$31,110,572
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$17,338,526
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$58,592
Administrative expenses (other) incurred	2014-12-31	$0
Liabilities. Value of operating payables at end of year	2014-12-31	$39,288
Liabilities. Value of operating payables at beginning of year	2014-12-31	$21,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$26,377,261
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$147,102,686
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$120,569,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$135,414
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$89,992,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$109,006,581
Interest on participant loans	2014-12-31	$34,409
Value of interest in common/collective trusts at end of year	2014-12-31	$21,908,669
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$91,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$6,397,421
Net investment gain or loss from common/collective trusts	2014-12-31	$618,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$3,332,567
Employer contributions (assets) at end of year	2014-12-31	$3,332,567
Employer contributions (assets) at beginning of year	2014-12-31	$3,231,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$6,979,926
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$167,435
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$171,343
Contract administrator fees	2014-12-31	$28,582
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$7,061,035
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MAH & ASSOCIATES LLP
Accountancy firm EIN	2014-12-31	943342694
2013 : FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$1,302,892
Total unrealized appreciation/depreciation of assets	2013-12-31	$1,302,892
Total transfer of assets to this plan	2013-12-31	$1,229,322
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$21,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$35,115
Total income from all sources (including contributions)	2013-12-31	$27,127,685
Total loss/gain on sale of assets	2013-12-31	$337,449
Total of all expenses incurred	2013-12-31	$3,101,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,953,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$6,762,516
Value of total assets at end of year	2013-12-31	$120,590,688
Value of total assets at beginning of year	2013-12-31	$95,349,601
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$148,362
Total interest from all sources	2013-12-31	$55,046
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,896,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,756,353
Administrative expenses professional fees incurred	2013-12-31	$1,468
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$109,069
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$106,524
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,445,393
Participant contributions at end of year	2013-12-31	$694,002
Participant contributions at beginning of year	2013-12-31	$804,817
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,085,527
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$58,592
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$21,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$2,027
Administrative expenses (other) incurred	2013-12-31	$20,184
Liabilities. Value of operating payables at end of year	2013-12-31	$21,011
Liabilities. Value of operating payables at beginning of year	2013-12-31	$35,115
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$24,025,869
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$120,569,677
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$95,314,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$126,710
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$109,006,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$85,283,732
Interest on participant loans	2013-12-31	$33,754
Income. Interest from US Government securities	2013-12-31	$237
Income. Interest from corporate debt instruments	2013-12-31	$21,055
Asset value of US Government securities at end of year	2013-12-31	$91,035
Asset value of US Government securities at beginning of year	2013-12-31	$106,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$15,771,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$3,231,596
Employer contributions (assets) at end of year	2013-12-31	$3,231,596
Employer contributions (assets) at beginning of year	2013-12-31	$3,170,884
Income. Dividends from preferred stock	2013-12-31	$6,389
Income. Dividends from common stock	2013-12-31	$133,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,953,454
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$167,435
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$168,018
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$171,343
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$230,159
Contract administrator fees	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$7,061,035
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$5,457,035
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$2,113,884
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$1,776,435
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MAH & ASSOCIATES LLP
Accountancy firm EIN	2013-12-31	943342694
2012 : FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$450,784
Total unrealized appreciation/depreciation of assets	2012-12-31	$450,784
Total transfer of assets to this plan	2012-12-31	$202,193
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$35,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$52,228
Total income from all sources (including contributions)	2012-12-31	$15,675,651
Total loss/gain on sale of assets	2012-12-31	$138,017
Total of all expenses incurred	2012-12-31	$2,812,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,696,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$5,539,332
Value of total assets at end of year	2012-12-31	$95,349,601
Value of total assets at beginning of year	2012-12-31	$82,301,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$116,224
Total interest from all sources	2012-12-31	$64,529
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,132,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,000,955
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$106,524
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$130,139
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,354,000
Participant contributions at end of year	2012-12-31	$804,817
Participant contributions at beginning of year	2012-12-31	$991,011
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$14,448
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$21,634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$29,269
Administrative expenses (other) incurred	2012-12-31	$116,224
Liabilities. Value of operating payables at end of year	2012-12-31	$35,115
Liabilities. Value of operating payables at beginning of year	2012-12-31	$22,959
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$249,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$12,863,104
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$95,314,486
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$82,249,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$85,283,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$72,117,067
Interest on participant loans	2012-12-31	$43,377
Income. Interest from US Government securities	2012-12-31	$1,545
Income. Interest from corporate debt instruments	2012-12-31	$19,607
Asset value of US Government securities at end of year	2012-12-31	$106,798
Asset value of US Government securities at beginning of year	2012-12-31	$403,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$7,350,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$3,170,884
Employer contributions (assets) at end of year	2012-12-31	$3,170,884
Employer contributions (assets) at beginning of year	2012-12-31	$3,141,572
Income. Dividends from preferred stock	2012-12-31	$7,917
Income. Dividends from common stock	2012-12-31	$123,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,696,323
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$168,018
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$74,370
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$230,159
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$196,407
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$5,457,035
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$4,997,492
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$2,051,382
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$1,913,365
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MAH & ASSOCIATES LLP
Accountancy firm EIN	2012-12-31	943342694
2011 : FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$1,520
Total unrealized appreciation/depreciation of assets	2011-12-31	$1,520
Total transfer of assets to this plan	2011-12-31	$218,965
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$52,228
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$20,449
Total income from all sources (including contributions)	2011-12-31	$4,258,647
Total loss/gain on sale of assets	2011-12-31	$26,755
Total of all expenses incurred	2011-12-31	$1,612,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,492,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$5,476,732
Value of total assets at end of year	2011-12-31	$82,301,417
Value of total assets at beginning of year	2011-12-31	$79,404,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$119,905
Total interest from all sources	2011-12-31	$73,898
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,906,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,807,812
Administrative expenses professional fees incurred	2011-12-31	$2,703
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$130,139
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$128,901
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,235,078
Participant contributions at end of year	2011-12-31	$991,011
Participant contributions at beginning of year	2011-12-31	$1,020,506
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$100,082
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$7,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$29,269
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$4
Administrative expenses (other) incurred	2011-12-31	$17,785
Liabilities. Value of operating payables at end of year	2011-12-31	$22,959
Liabilities. Value of operating payables at beginning of year	2011-12-31	$20,449
Total non interest bearing cash at end of year	2011-12-31	$249,997
Total non interest bearing cash at beginning of year	2011-12-31	$2,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,645,743
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$82,249,189
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$79,384,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$99,417
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$72,117,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$70,620,063
Interest on participant loans	2011-12-31	$48,597
Income. Interest from US Government securities	2011-12-31	$5,351
Income. Interest from corporate debt instruments	2011-12-31	$19,950
Asset value of US Government securities at end of year	2011-12-31	$403,362
Asset value of US Government securities at beginning of year	2011-12-31	$642,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-3,226,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$3,141,572
Employer contributions (assets) at end of year	2011-12-31	$3,141,572
Employer contributions (assets) at beginning of year	2011-12-31	$3,119,666
Income. Dividends from preferred stock	2011-12-31	$11,031
Income. Dividends from common stock	2011-12-31	$87,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,492,999
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$74,370
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$196,407
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$299,613
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$4,997,492
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$3,563,589
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$2,431,832
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$2,405,077
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MAH & ASSOCIATES LLP
Accountancy firm EIN	2011-12-31	943342694
2010 : FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$327,581
Total unrealized appreciation/depreciation of assets	2010-12-31	$327,581
Total transfer of assets to this plan	2010-12-31	$109,562
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$20,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$23,649
Total income from all sources (including contributions)	2010-12-31	$13,156,645
Total loss/gain on sale of assets	2010-12-31	$59,737
Total of all expenses incurred	2010-12-31	$2,017,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,907,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$5,721,811
Value of total assets at end of year	2010-12-31	$79,404,930
Value of total assets at beginning of year	2010-12-31	$68,159,701
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$110,649
Total interest from all sources	2010-12-31	$63,429
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,282,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,202,023
Administrative expenses professional fees incurred	2010-12-31	$1,302
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$128,901
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$27,002
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,178,655
Participant contributions at end of year	2010-12-31	$1,020,506
Participant contributions at beginning of year	2010-12-31	$674,687
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$423,490
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$7,266
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$19,378
Other income not declared elsewhere	2010-12-31	$5,496
Administrative expenses (other) incurred	2010-12-31	$13,269
Liabilities. Value of operating payables at end of year	2010-12-31	$20,449
Liabilities. Value of operating payables at beginning of year	2010-12-31	$23,649
Total non interest bearing cash at end of year	2010-12-31	$2,655
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$11,138,867
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$79,384,481
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$68,136,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$96,078
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$70,620,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$60,345,494
Interest on participant loans	2010-12-31	$44,046
Income. Interest from US Government securities	2010-12-31	$4,203
Income. Interest from corporate debt instruments	2010-12-31	$15,180
Asset value of US Government securities at end of year	2010-12-31	$642,671
Asset value of US Government securities at beginning of year	2010-12-31	$712,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$5,695,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$3,119,666
Employer contributions (assets) at end of year	2010-12-31	$3,119,666
Employer contributions (assets) at beginning of year	2010-12-31	$3,180,997
Income. Dividends from preferred stock	2010-12-31	$4,507
Income. Dividends from common stock	2010-12-31	$76,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,907,129
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$299,613
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$312,461
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$3,563,589
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$2,887,532
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$1,779,664
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$1,719,927
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MAH & ASSOCIATES LLP
Accountancy firm EIN	2010-12-31	943342694

Form 5500 Responses for FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN

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

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Company Name:	FARELLA BRAUN AND MARTEL LLP
Employer identification number (EIN):	941527242
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers