401k Plan data: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN plan

GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number	002

GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATIO has sponsored the creation of one or more 401k plans.

Company Name: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATIO

Employer identification number (EIN): 942399861

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 LEO BARTOLOTTA 2023-09-26
002 2021-01-01 LEO BARTOLOTTA 2022-10-07
002 2020-01-01 LEO BARTOLOTTA 2021-10-14
002 2019-01-01
002 2018-01-01
002 2017-01-01 JOHN
002 2016-01-01
002 2015-01-01 JOHN
002 2014-01-01 PATRICK GRATTAN
002 2013-01-01 PATRICK GRATTAN
002 2012-01-01 PATRICK GRATTAN PATRICK GRATTAN 2013-07-22
002 2011-01-01 PATRICK GRATTAN PATRICK GRATTAN 2012-06-18
002 2010-01-01 PATRICK GRATTAN PATRICK GRATTAN 2011-09-20
002 2009-01-01 PATRICK GRATTAN PATRICK GRATTAN 2010-08-26
002 2009-01-01 PATRICK GRATTAN PATRICK GRATTAN 2010-08-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	LEO BARTOLOTTA	2023-09-26
002	2021-01-01	LEO BARTOLOTTA	2022-10-07
002	2020-01-01	LEO BARTOLOTTA	2021-10-14
002	2019-01-01
002	2018-01-01
002	2017-01-01	JOHN
002	2016-01-01
002	2015-01-01	JOHN
002	2014-01-01	PATRICK GRATTAN
002	2013-01-01	PATRICK GRATTAN
002	2012-01-01	PATRICK GRATTAN		PATRICK GRATTAN	2013-07-22
002	2011-01-01	PATRICK GRATTAN		PATRICK GRATTAN	2012-06-18
002	2010-01-01	PATRICK GRATTAN		PATRICK GRATTAN	2011-09-20
002	2009-01-01	PATRICK GRATTAN		PATRICK GRATTAN	2010-08-26
002	2009-01-01	PATRICK GRATTAN		PATRICK GRATTAN	2010-08-27

Plan Statistics for GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 18
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 22
Number of participants with account balances 2019-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 16
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 18
Number of participants with account balances 2018-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 15
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 19
Number of participants with account balances 2017-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 19
Number of participants with account balances 2016-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 19
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 22
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 19
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 21
Number of participants with account balances 2014-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 24
Number of participants with account balances 2012-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 25
Number of participants with account balances 2011-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 24
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 25
Number of participants with account balances 2010-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 24
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 25
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	18
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	22
Number of participants with account balances	2019-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	16
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	18
Number of participants with account balances	2018-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	19
Number of participants with account balances	2017-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	19
Number of participants with account balances	2016-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	19
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	22
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	19
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	21
Number of participants with account balances	2014-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	24
Number of participants with account balances	2012-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	25
Number of participants with account balances	2011-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	24
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	25
Number of participants with account balances	2010-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	24
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	25
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2019 : GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,131,679
Expenses. Total of all expenses incurred	2019-12-31	$168,829
Benefits paid (including direct rollovers)	2019-12-31	$128,543
Total plan assets at end of year	2019-12-31	$6,332,367
Total plan assets at beginning of year	2019-12-31	$5,369,517
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$104,760
Assets. Value of loans (other than to participants)	2019-12-31	$0
Other income received	2019-12-31	$952,822
Net income (gross income less expenses)	2019-12-31	$962,850
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,332,367
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,369,517
Assets. Value of participant loans	2019-12-31	$50,493
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$74,097
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$40,286
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-59,271
Expenses. Total of all expenses incurred	2018-12-31	$547,894
Benefits paid (including direct rollovers)	2018-12-31	$504,468
Total plan assets at end of year	2018-12-31	$5,369,517
Total plan assets at beginning of year	2018-12-31	$5,976,682
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$119,581
Assets. Value of loans (other than to participants)	2018-12-31	$371,779
Other income received	2018-12-31	$-250,566
Net income (gross income less expenses)	2018-12-31	$-607,165
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,369,517
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,976,682
Assets. Value of participant loans	2018-12-31	$54,146
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$249,750
Total contributions received or receivable from employer(s)	2018-12-31	$71,714
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$43,426
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$908,857
Expenses. Total of all expenses incurred	2017-12-31	$673,318
Benefits paid (including direct rollovers)	2017-12-31	$628,197
Total plan assets at end of year	2017-12-31	$5,976,682
Total plan assets at beginning of year	2017-12-31	$5,741,143
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$95,334
Assets. Value of loans (other than to participants)	2017-12-31	$662,776
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$50,516
Other income received	2017-12-31	$712,830
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$235,539
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,976,682
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,741,143
Assets. Value of participant loans	2017-12-31	$46,281
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$249,926
Total contributions received or receivable from employer(s)	2017-12-31	$50,177
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$45,121
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$241,151
Expenses. Total of all expenses incurred	2016-12-31	$1,420,724
Benefits paid (including direct rollovers)	2016-12-31	$1,381,657
Total plan assets at end of year	2016-12-31	$5,741,143
Total plan assets at beginning of year	2016-12-31	$6,920,716
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$77,719
Assets. Value of loans (other than to participants)	2016-12-31	$440,010
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$117,519
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-1,179,573
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,741,143
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,920,716
Assets. Value of participant loans	2016-12-31	$52,022
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$249,926
Total contributions received or receivable from employer(s)	2016-12-31	$45,913
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$39,067
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$109,541
Expenses. Total of all expenses incurred	2015-12-31	$46,463
Benefits paid (including direct rollovers)	2015-12-31	$1,109
Total plan assets at end of year	2015-12-31	$6,920,716
Total plan assets at beginning of year	2015-12-31	$6,857,638
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$91,055
Assets. Value of loans (other than to participants)	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-95,326
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$63,078
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,920,716
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,857,638
Assets. Value of participant loans	2015-12-31	$33,642
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$252,911
Total contributions received or receivable from employer(s)	2015-12-31	$113,812
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$45,354
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$515,603
Expenses. Total of all expenses incurred	2014-12-31	$499,086
Benefits paid (including direct rollovers)	2014-12-31	$455,191
Total plan assets at end of year	2014-12-31	$6,857,638
Total plan assets at beginning of year	2014-12-31	$6,841,121
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$89,355
Assets. Value of loans (other than to participants)	2014-12-31	$288,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$286,669
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$16,517
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,857,638
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,841,121
Assets. Value of participant loans	2014-12-31	$44,961
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$3,141
Total contributions received or receivable from employer(s)	2014-12-31	$139,579
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$43,895
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,473,338
Expenses. Total of all expenses incurred	2013-12-31	$59,543
Benefits paid (including direct rollovers)	2013-12-31	$17,653
Total plan assets at end of year	2013-12-31	$6,841,121
Total plan assets at beginning of year	2013-12-31	$5,427,326
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$64,250
Assets. Value of loans (other than to participants)	2013-12-31	$75,998
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$33,428
Other income received	2013-12-31	$1,245,153
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,413,795
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,841,121
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,427,326
Assets. Value of participant loans	2013-12-31	$35,210
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$3,281
Total contributions received or receivable from employer(s)	2013-12-31	$130,507
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$2,262
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$39,628
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$713,085
Expenses. Total of all expenses incurred	2012-12-31	$43,153
Benefits paid (including direct rollovers)	2012-12-31	$4,538
Total plan assets at end of year	2012-12-31	$5,427,326
Total plan assets at beginning of year	2012-12-31	$4,757,394
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$59,792
Assets. Value of loans (other than to participants)	2012-12-31	$325,998
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$528,723
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$669,932
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,427,326
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,757,394
Assets. Value of participant loans	2012-12-31	$33,231
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$3,443
Total contributions received or receivable from employer(s)	2012-12-31	$124,570
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$38,615
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-59,491
Expenses. Total of all expenses incurred	2011-12-31	$375,304
Benefits paid (including direct rollovers)	2011-12-31	$338,169
Total plan assets at end of year	2011-12-31	$4,757,394
Total plan assets at beginning of year	2011-12-31	$5,192,189
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$71,850
Assets. Value of loans (other than to participants)	2011-12-31	$457,382
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-264,083
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-434,795
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,757,394
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,192,189
Assets. Value of participant loans	2011-12-31	$45,662
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$3,928
Total contributions received or receivable from employer(s)	2011-12-31	$132,742
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$37,135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$877,085
Expenses. Total of all expenses incurred	2010-12-31	$440,066
Benefits paid (including direct rollovers)	2010-12-31	$405,980
Total plan assets at end of year	2010-12-31	$5,192,189
Total plan assets at beginning of year	2010-12-31	$4,755,170
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$77,450
Assets. Value of loans (other than to participants)	2010-12-31	$340,601
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$3,267
Other income received	2010-12-31	$614,908
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$437,019
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,192,189
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,755,170
Assets. Value of participant loans	2010-12-31	$77,927
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$12,000
Total contributions received or receivable from employer(s)	2010-12-31	$181,460
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$34,086
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

2019: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GEARY, SHEA, ODONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATIO
Employer identification number (EIN):	942399861
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers