401k Plan data: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN plan

ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN
Plan identification number	001

ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ERVIN COHEN & JESSUP LLP has sponsored the creation of one or more 401k plans.

Company Name: ERVIN COHEN & JESSUP LLP

Employer identification number (EIN): 951774339

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-02-01
001 2021-02-01
001 2020-02-01
001 2019-02-01
001 2018-02-01
001 2017-02-01 REEVE E CHUDD
001 2016-02-01 REEVE E CHUDD
001 2015-02-01 REEVE E CHUDD
001 2014-02-01 REEVE E. CHUDD, PARTNER
001 2013-02-01 REEVE E. CHUDD, PARTNER
001 2012-02-01 REEVE E. CHUDD, PARTNER
001 2011-02-01 REEVE E. CHUDD, PARTNER
001 2010-02-01 REEVE E. CHUDD, PARTNER
001 2009-02-01 REEVE E. CHUDD, PARTNER REEVE E. CHUDD, PARTNER 2010-10-29

Plan Statistics for ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-02-01 112
Total number of active participants reported on line 7a of the Form 5500 2022-02-01 76
Number of retired or separated participants receiving benefits 2022-02-01 2
Number of other retired or separated participants entitled to future benefits 2022-02-01 33
Total of all active and inactive participants 2022-02-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-02-01 1
Total participants 2022-02-01 112
Number of participants with account balances 2022-02-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-02-01 0
2021: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-02-01 115
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 77
Number of retired or separated participants receiving benefits 2021-02-01 3
Number of other retired or separated participants entitled to future benefits 2021-02-01 29
Total of all active and inactive participants 2021-02-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-02-01 2
Total participants 2021-02-01 111
Number of participants with account balances 2021-02-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-02-01 0
2020: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-02-01 101
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 79
Number of retired or separated participants receiving benefits 2020-02-01 4
Number of other retired or separated participants entitled to future benefits 2020-02-01 27
Total of all active and inactive participants 2020-02-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 2
Total participants 2020-02-01 112
Number of participants with account balances 2020-02-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 0
2019: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-02-01 102
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 66
Number of retired or separated participants receiving benefits 2019-02-01 4
Number of other retired or separated participants entitled to future benefits 2019-02-01 28
Total of all active and inactive participants 2019-02-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 2
Total participants 2019-02-01 100
Number of participants with account balances 2019-02-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 0
2018: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-01 107
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 61
Number of retired or separated participants receiving benefits 2018-02-01 5
Number of other retired or separated participants entitled to future benefits 2018-02-01 33
Total of all active and inactive participants 2018-02-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 2
Total participants 2018-02-01 101
Number of participants with account balances 2018-02-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 0
2017: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 101
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 70
Number of retired or separated participants receiving benefits 2017-02-01 5
Number of other retired or separated participants entitled to future benefits 2017-02-01 29
Total of all active and inactive participants 2017-02-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 2
Total participants 2017-02-01 106
Number of participants with account balances 2017-02-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0
2016: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-02-01 105
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 68
Number of retired or separated participants receiving benefits 2016-02-01 5
Number of other retired or separated participants entitled to future benefits 2016-02-01 25
Total of all active and inactive participants 2016-02-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 3
Total participants 2016-02-01 101
Number of participants with account balances 2016-02-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 0
2015: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 107
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 70
Number of retired or separated participants receiving benefits 2015-02-01 3
Number of other retired or separated participants entitled to future benefits 2015-02-01 30
Total of all active and inactive participants 2015-02-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 2
Total participants 2015-02-01 105
Number of participants with account balances 2015-02-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 112
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 76
Number of retired or separated participants receiving benefits 2014-02-01 3
Number of other retired or separated participants entitled to future benefits 2014-02-01 26
Total of all active and inactive participants 2014-02-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 2
Total participants 2014-02-01 107
Number of participants with account balances 2014-02-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 108
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 78
Number of retired or separated participants receiving benefits 2013-02-01 3
Number of other retired or separated participants entitled to future benefits 2013-02-01 28
Total of all active and inactive participants 2013-02-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 2
Total participants 2013-02-01 111
Number of participants with account balances 2013-02-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 112
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 78
Number of retired or separated participants receiving benefits 2012-02-01 3
Number of other retired or separated participants entitled to future benefits 2012-02-01 25
Total of all active and inactive participants 2012-02-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 2
Total participants 2012-02-01 108
Number of participants with account balances 2012-02-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 111
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 78
Number of retired or separated participants receiving benefits 2011-02-01 4
Number of other retired or separated participants entitled to future benefits 2011-02-01 26
Total of all active and inactive participants 2011-02-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 4
Total participants 2011-02-01 112
Number of participants with account balances 2011-02-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2010: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-02-01 111
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 77
Number of retired or separated participants receiving benefits 2010-02-01 4
Number of other retired or separated participants entitled to future benefits 2010-02-01 27
Total of all active and inactive participants 2010-02-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-02-01 2
Total participants 2010-02-01 110
Number of participants with account balances 2010-02-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-02-01 0
2009: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 93
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 61
Number of retired or separated participants receiving benefits 2009-02-01 2
Number of other retired or separated participants entitled to future benefits 2009-02-01 29
Total of all active and inactive participants 2009-02-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 1
Total participants 2009-02-01 93
Number of participants with account balances 2009-02-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2022: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-02-01	112
Total number of active participants reported on line 7a of the Form 5500	2022-02-01	76
Number of retired or separated participants receiving benefits	2022-02-01	2
Number of other retired or separated participants entitled to future benefits	2022-02-01	33
Total of all active and inactive participants	2022-02-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-02-01	1
Total participants	2022-02-01	112
Number of participants with account balances	2022-02-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-02-01	0
2021: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-02-01	115
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	77
Number of retired or separated participants receiving benefits	2021-02-01	3
Number of other retired or separated participants entitled to future benefits	2021-02-01	29
Total of all active and inactive participants	2021-02-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-02-01	2
Total participants	2021-02-01	111
Number of participants with account balances	2021-02-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-02-01	0
2020: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-02-01	101
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	79
Number of retired or separated participants receiving benefits	2020-02-01	4
Number of other retired or separated participants entitled to future benefits	2020-02-01	27
Total of all active and inactive participants	2020-02-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	2
Total participants	2020-02-01	112
Number of participants with account balances	2020-02-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	0
2019: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-02-01	102
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	66
Number of retired or separated participants receiving benefits	2019-02-01	4
Number of other retired or separated participants entitled to future benefits	2019-02-01	28
Total of all active and inactive participants	2019-02-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	2
Total participants	2019-02-01	100
Number of participants with account balances	2019-02-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	0
2018: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-01	107
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	61
Number of retired or separated participants receiving benefits	2018-02-01	5
Number of other retired or separated participants entitled to future benefits	2018-02-01	33
Total of all active and inactive participants	2018-02-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	2
Total participants	2018-02-01	101
Number of participants with account balances	2018-02-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	0
2017: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	101
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	70
Number of retired or separated participants receiving benefits	2017-02-01	5
Number of other retired or separated participants entitled to future benefits	2017-02-01	29
Total of all active and inactive participants	2017-02-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	2
Total participants	2017-02-01	106
Number of participants with account balances	2017-02-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0
2016: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-02-01	105
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	68
Number of retired or separated participants receiving benefits	2016-02-01	5
Number of other retired or separated participants entitled to future benefits	2016-02-01	25
Total of all active and inactive participants	2016-02-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	3
Total participants	2016-02-01	101
Number of participants with account balances	2016-02-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	0
2015: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	107
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	70
Number of retired or separated participants receiving benefits	2015-02-01	3
Number of other retired or separated participants entitled to future benefits	2015-02-01	30
Total of all active and inactive participants	2015-02-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	2
Total participants	2015-02-01	105
Number of participants with account balances	2015-02-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	112
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	76
Number of retired or separated participants receiving benefits	2014-02-01	3
Number of other retired or separated participants entitled to future benefits	2014-02-01	26
Total of all active and inactive participants	2014-02-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	2
Total participants	2014-02-01	107
Number of participants with account balances	2014-02-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	108
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	78
Number of retired or separated participants receiving benefits	2013-02-01	3
Number of other retired or separated participants entitled to future benefits	2013-02-01	28
Total of all active and inactive participants	2013-02-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	2
Total participants	2013-02-01	111
Number of participants with account balances	2013-02-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	112
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	78
Number of retired or separated participants receiving benefits	2012-02-01	3
Number of other retired or separated participants entitled to future benefits	2012-02-01	25
Total of all active and inactive participants	2012-02-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	2
Total participants	2012-02-01	108
Number of participants with account balances	2012-02-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	111
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	78
Number of retired or separated participants receiving benefits	2011-02-01	4
Number of other retired or separated participants entitled to future benefits	2011-02-01	26
Total of all active and inactive participants	2011-02-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	4
Total participants	2011-02-01	112
Number of participants with account balances	2011-02-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2010: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-02-01	111
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	77
Number of retired or separated participants receiving benefits	2010-02-01	4
Number of other retired or separated participants entitled to future benefits	2010-02-01	27
Total of all active and inactive participants	2010-02-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-02-01	2
Total participants	2010-02-01	110
Number of participants with account balances	2010-02-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-02-01	0
2009: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	93
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	61
Number of retired or separated participants receiving benefits	2009-02-01	2
Number of other retired or separated participants entitled to future benefits	2009-02-01	29
Total of all active and inactive participants	2009-02-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	1
Total participants	2009-02-01	93
Number of participants with account balances	2009-02-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2023 : ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total income from all sources	2023-01-31	$-757,104
Expenses. Total of all expenses incurred	2023-01-31	$3,729,881
Benefits paid (including direct rollovers)	2023-01-31	$3,476,373
Total plan assets at end of year	2023-01-31	$47,982,811
Total plan assets at beginning of year	2023-01-31	$52,469,796
Value of fidelity bond covering the plan	2023-01-31	$1,000,000
Total contributions received or receivable from participants	2023-01-31	$952,066
Expenses. Other expenses not covered elsewhere	2023-01-31	$2,433
Contributions received from other sources (not participants or employers)	2023-01-31	$31,365
Other income received	2023-01-31	$-2,960,022
Net income (gross income less expenses)	2023-01-31	$-4,486,985
Net plan assets at end of year (total assets less liabilities)	2023-01-31	$47,982,811
Net plan assets at beginning of year (total assets less liabilities)	2023-01-31	$52,469,796
Assets. Value of participant loans	2023-01-31	$51,433
Assets. Value of assets in partnership/joint-venture interests	2023-01-31	$1,749,169
Total contributions received or receivable from employer(s)	2023-01-31	$1,219,487
Expenses. Administrative service providers (salaries,fees and commissions)	2023-01-31	$251,075
2022 : ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total income from all sources	2022-01-31	$6,686,445
Expenses. Total of all expenses incurred	2022-01-31	$2,556,796
Benefits paid (including direct rollovers)	2022-01-31	$2,355,953
Total plan assets at end of year	2022-01-31	$52,469,796
Total plan assets at beginning of year	2022-01-31	$48,340,147
Value of fidelity bond covering the plan	2022-01-31	$1,000,000
Total contributions received or receivable from participants	2022-01-31	$838,672
Expenses. Other expenses not covered elsewhere	2022-01-31	$586
Contributions received from other sources (not participants or employers)	2022-01-31	$7
Other income received	2022-01-31	$4,682,823
Net income (gross income less expenses)	2022-01-31	$4,129,649
Net plan assets at end of year (total assets less liabilities)	2022-01-31	$52,469,796
Net plan assets at beginning of year (total assets less liabilities)	2022-01-31	$48,340,147
Assets. Value of participant loans	2022-01-31	$62,701
Assets. Value of assets in partnership/joint-venture interests	2022-01-31	$1,760,326
Total contributions received or receivable from employer(s)	2022-01-31	$1,164,943
Expenses. Administrative service providers (salaries,fees and commissions)	2022-01-31	$200,257
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-01-31	$0
2021 : ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total income from all sources	2021-01-31	$6,979,151
Expenses. Total of all expenses incurred	2021-01-31	$1,076,547
Benefits paid (including direct rollovers)	2021-01-31	$853,994
Total plan assets at end of year	2021-01-31	$48,340,147
Total plan assets at beginning of year	2021-01-31	$42,437,543
Value of fidelity bond covering the plan	2021-01-31	$1,000,000
Total contributions received or receivable from participants	2021-01-31	$762,187
Expenses. Other expenses not covered elsewhere	2021-01-31	$589
Contributions received from other sources (not participants or employers)	2021-01-31	$96,373
Other income received	2021-01-31	$5,046,529
Noncash contributions received	2021-01-31	$0
Net income (gross income less expenses)	2021-01-31	$5,902,604
Net plan assets at end of year (total assets less liabilities)	2021-01-31	$48,340,147
Net plan assets at beginning of year (total assets less liabilities)	2021-01-31	$42,437,543
Assets. Value of participant loans	2021-01-31	$135,792
Assets. Value of assets in partnership/joint-venture interests	2021-01-31	$1,833,948
Total contributions received or receivable from employer(s)	2021-01-31	$1,074,062
Expenses. Administrative service providers (salaries,fees and commissions)	2021-01-31	$221,964
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-01-31	$0
2020 : ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total income from all sources	2020-01-31	$6,223,258
Expenses. Total of all expenses incurred	2020-01-31	$7,083,941
Benefits paid (including direct rollovers)	2020-01-31	$6,886,253
Total plan assets at end of year	2020-01-31	$42,437,543
Total plan assets at beginning of year	2020-01-31	$43,298,226
Value of fidelity bond covering the plan	2020-01-31	$1,000,000
Total contributions received or receivable from participants	2020-01-31	$590,768
Expenses. Other expenses not covered elsewhere	2020-01-31	$1,335
Other income received	2020-01-31	$4,704,260
Net income (gross income less expenses)	2020-01-31	$-860,683
Net plan assets at end of year (total assets less liabilities)	2020-01-31	$42,437,543
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$43,298,226
Assets. Value of participant loans	2020-01-31	$176,950
Assets. Value of assets in partnership/joint-venture interests	2020-01-31	$1,958,074
Total contributions received or receivable from employer(s)	2020-01-31	$928,230
Expenses. Administrative service providers (salaries,fees and commissions)	2020-01-31	$196,353
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-01-31	$0
2019 : ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-01-31	$0
2018 : ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-01-31	$0
Total plan liabilities at beginning of year	2018-01-31	$0
Total income from all sources	2018-01-31	$8,666,616
Expenses. Total of all expenses incurred	2018-01-31	$1,923,076
Benefits paid (including direct rollovers)	2018-01-31	$1,710,812
Total plan assets at end of year	2018-01-31	$50,852,837
Total plan assets at beginning of year	2018-01-31	$44,109,297
Value of fidelity bond covering the plan	2018-01-31	$1,000,000
Total contributions received or receivable from participants	2018-01-31	$703,539
Expenses. Other expenses not covered elsewhere	2018-01-31	$854
Contributions received from other sources (not participants or employers)	2018-01-31	$21,427
Other income received	2018-01-31	$6,521,227
Net income (gross income less expenses)	2018-01-31	$6,743,540
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$50,852,837
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$44,109,297
Assets. Value of participant loans	2018-01-31	$367,623
Assets. Value of assets in partnership/joint-venture interests	2018-01-31	$1,932,018
Total contributions received or receivable from employer(s)	2018-01-31	$1,420,423
Expenses. Administrative service providers (salaries,fees and commissions)	2018-01-31	$211,410
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-01-31	$0
2017 : ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2017 401k financial data
Transfers to/from the plan	2017-01-31	$0
Total plan liabilities at end of year	2017-01-31	$0
Total plan liabilities at beginning of year	2017-01-31	$0
Total income from all sources	2017-01-31	$5,820,826
Expenses. Total of all expenses incurred	2017-01-31	$2,774,578
Benefits paid (including direct rollovers)	2017-01-31	$2,614,343
Total plan assets at end of year	2017-01-31	$44,109,297
Total plan assets at beginning of year	2017-01-31	$41,063,049
Value of fidelity bond covering the plan	2017-01-31	$1,000,000
Total contributions received or receivable from participants	2017-01-31	$577,137
Expenses. Other expenses not covered elsewhere	2017-01-31	$0
Contributions received from other sources (not participants or employers)	2017-01-31	$0
Other income received	2017-01-31	$4,101,554
Noncash contributions received	2017-01-31	$0
Net income (gross income less expenses)	2017-01-31	$3,046,248
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$44,109,297
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$41,063,049
Assets. Value of participant loans	2017-01-31	$485,656
Assets. Value of assets in partnership/joint-venture interests	2017-01-31	$2,008,136
Total contributions received or receivable from employer(s)	2017-01-31	$1,142,135
Value of certain deemed distributions of participant loans	2017-01-31	$0
Value of corrective distributions	2017-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-01-31	$160,235
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-01-31	$0
2016 : ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-01-31	$0
Total plan liabilities at beginning of year	2016-01-31	$0
Total income from all sources	2016-01-31	$453,956
Expenses. Total of all expenses incurred	2016-01-31	$2,318,945
Benefits paid (including direct rollovers)	2016-01-31	$2,145,947
Total plan assets at end of year	2016-01-31	$41,063,049
Total plan assets at beginning of year	2016-01-31	$42,928,038
Value of fidelity bond covering the plan	2016-01-31	$1,000,000
Total contributions received or receivable from participants	2016-01-31	$617,752
Expenses. Other expenses not covered elsewhere	2016-01-31	$794
Contributions received from other sources (not participants or employers)	2016-01-31	$0
Other income received	2016-01-31	$-1,405,086
Noncash contributions received	2016-01-31	$0
Net income (gross income less expenses)	2016-01-31	$-1,864,989
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$41,063,049
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$42,928,038
Assets. Value of participant loans	2016-01-31	$429,581
Assets. Value of assets in partnership/joint-venture interests	2016-01-31	$2,001,213
Total contributions received or receivable from employer(s)	2016-01-31	$1,241,290
Value of certain deemed distributions of participant loans	2016-01-31	$0
Value of corrective distributions	2016-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-01-31	$172,204
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-01-31	$0
2015 : ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-01-31	$0
Total plan liabilities at beginning of year	2015-01-31	$0
Total income from all sources	2015-01-31	$4,267,428
Expenses. Total of all expenses incurred	2015-01-31	$1,791,713
Benefits paid (including direct rollovers)	2015-01-31	$1,672,215
Total plan assets at end of year	2015-01-31	$42,928,038
Total plan assets at beginning of year	2015-01-31	$40,452,323
Value of fidelity bond covering the plan	2015-01-31	$1,000,000
Total contributions received or receivable from participants	2015-01-31	$706,543
Expenses. Other expenses not covered elsewhere	2015-01-31	$1,191
Contributions received from other sources (not participants or employers)	2015-01-31	$0
Other income received	2015-01-31	$2,353,085
Net income (gross income less expenses)	2015-01-31	$2,475,715
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$42,928,038
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$40,452,323
Assets. Value of participant loans	2015-01-31	$450,404
Assets. Value of assets in partnership/joint-venture interests	2015-01-31	$2,524,840
Total contributions received or receivable from employer(s)	2015-01-31	$1,207,800
Expenses. Administrative service providers (salaries,fees and commissions)	2015-01-31	$118,307
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-01-31	$0
2014 : ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-01-31	$0
Total plan liabilities at beginning of year	2014-01-31	$0
Total income from all sources	2014-01-31	$5,304,883
Expenses. Total of all expenses incurred	2014-01-31	$3,744,247
Benefits paid (including direct rollovers)	2014-01-31	$3,617,440
Total plan assets at end of year	2014-01-31	$40,452,323
Total plan assets at beginning of year	2014-01-31	$38,891,687
Value of fidelity bond covering the plan	2014-01-31	$1,000,000
Total contributions received or receivable from participants	2014-01-31	$670,583
Expenses. Other expenses not covered elsewhere	2014-01-31	$1,082
Contributions received from other sources (not participants or employers)	2014-01-31	$18,590
Other income received	2014-01-31	$3,429,376
Net income (gross income less expenses)	2014-01-31	$1,560,636
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$40,452,323
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$38,891,687
Assets. Value of participant loans	2014-01-31	$520,436
Assets. Value of assets in partnership/joint-venture interests	2014-01-31	$2,591,787
Total contributions received or receivable from employer(s)	2014-01-31	$1,186,334
Expenses. Administrative service providers (salaries,fees and commissions)	2014-01-31	$125,725
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2013 401k financial data
Transfers to/from the plan	2013-01-31	$0
Total plan liabilities at end of year	2013-01-31	$0
Total plan liabilities at beginning of year	2013-01-31	$0
Total income from all sources	2013-01-31	$5,041,868
Expenses. Total of all expenses incurred	2013-01-31	$3,943,700
Benefits paid (including direct rollovers)	2013-01-31	$3,821,616
Total plan assets at end of year	2013-01-31	$38,891,687
Total plan assets at beginning of year	2013-01-31	$37,793,519
Value of fidelity bond covering the plan	2013-01-31	$1,000,000
Total contributions received or receivable from participants	2013-01-31	$671,862
Expenses. Other expenses not covered elsewhere	2013-01-31	$463
Other income received	2013-01-31	$3,179,375
Net income (gross income less expenses)	2013-01-31	$1,098,168
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$38,891,687
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$37,793,519
Assets. Value of participant loans	2013-01-31	$451,461
Assets. Value of assets in partnership/joint-venture interests	2013-01-31	$2,760,916
Total contributions received or receivable from employer(s)	2013-01-31	$1,190,631
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$121,621
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
2012 : ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2012 401k financial data
Transfers to/from the plan	2012-01-31	$0
Total plan liabilities at end of year	2012-01-31	$0
Total plan liabilities at beginning of year	2012-01-31	$0
Total income from all sources	2012-01-31	$2,488,136
Expenses. Total of all expenses incurred	2012-01-31	$1,877,939
Benefits paid (including direct rollovers)	2012-01-31	$1,751,269
Total plan assets at end of year	2012-01-31	$37,793,519
Total plan assets at beginning of year	2012-01-31	$37,183,322
Value of fidelity bond covering the plan	2012-01-31	$1,000,000
Total contributions received or receivable from participants	2012-01-31	$636,660
Expenses. Other expenses not covered elsewhere	2012-01-31	$50
Contributions received from other sources (not participants or employers)	2012-01-31	$272,522
Other income received	2012-01-31	$488,310
Noncash contributions received	2012-01-31	$0
Net income (gross income less expenses)	2012-01-31	$610,197
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$37,793,519
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$37,183,322
Assets. Value of participant loans	2012-01-31	$377,638
Assets. Value of assets in partnership/joint-venture interests	2012-01-31	$2,390,933
Total contributions received or receivable from employer(s)	2012-01-31	$1,090,644
Value of certain deemed distributions of participant loans	2012-01-31	$0
Value of corrective distributions	2012-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$126,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
2011 : ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2011 401k financial data
Transfers to/from the plan	2011-01-31	$0
Total plan liabilities at end of year	2011-01-31	$0
Total plan liabilities at beginning of year	2011-01-31	$0
Total income from all sources	2011-01-31	$5,265,605
Expenses. Total of all expenses incurred	2011-01-31	$819,829
Benefits paid (including direct rollovers)	2011-01-31	$657,797
Total plan assets at end of year	2011-01-31	$37,183,322
Total plan assets at beginning of year	2011-01-31	$32,737,546
Value of fidelity bond covering the plan	2011-01-31	$1,000,000
Total contributions received or receivable from participants	2011-01-31	$569,301
Expenses. Other expenses not covered elsewhere	2011-01-31	$336
Contributions received from other sources (not participants or employers)	2011-01-31	$246,364
Other income received	2011-01-31	$3,430,796
Noncash contributions received	2011-01-31	$0
Net income (gross income less expenses)	2011-01-31	$4,445,776
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$37,183,322
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$32,737,546
Assets. Value of participant loans	2011-01-31	$404,452
Assets. Value of assets in partnership/joint-venture interests	2011-01-31	$2,244,641
Total contributions received or receivable from employer(s)	2011-01-31	$1,019,144
Value of certain deemed distributions of participant loans	2011-01-31	$0
Value of corrective distributions	2011-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$161,696
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
2010 : ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN

2022: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-02-01	Type of plan entity	Single employer plan
2022-02-01	Submission has been amended	No
2022-02-01	This submission is the final filing	No
2022-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-02-01	Plan is a collectively bargained plan	No
2022-02-01	Plan funding arrangement – Insurance	Yes
2022-02-01	Plan funding arrangement – Trust	Yes
2022-02-01	Plan benefit arrangement - Trust	Yes
2021: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	Submission has been amended	No
2021-02-01	This submission is the final filing	No
2021-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-02-01	Plan is a collectively bargained plan	No
2021-02-01	Plan funding arrangement – Insurance	Yes
2021-02-01	Plan funding arrangement – Trust	Yes
2021-02-01	Plan benefit arrangement - Trust	Yes
2020: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Submission has been amended	No
2020-02-01	This submission is the final filing	No
2020-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-02-01	Plan is a collectively bargained plan	No
2020-02-01	Plan funding arrangement – Insurance	Yes
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Submission has been amended	No
2019-02-01	This submission is the final filing	No
2019-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-02-01	Plan is a collectively bargained plan	No
2019-02-01	Plan funding arrangement – Insurance	Yes
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Insurance	Yes
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Insurance	Yes
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Submission has been amended	No
2015-02-01	This submission is the final filing	No
2015-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-02-01	Plan is a collectively bargained plan	No
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2010: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Submission has been amended	No
2010-02-01	This submission is the final filing	No
2010-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-02-01	Plan is a collectively bargained plan	No
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: ERVIN COHEN & JESSUP LLP DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00046

Policy instance

Insurance contract or identification number	R00046
Number of Individuals Covered	32
Insurance policy start date	2022-02-01
Insurance policy end date	2023-01-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00046

Policy instance

Insurance contract or identification number	R00046
Number of Individuals Covered	35
Insurance policy start date	2021-02-01
Insurance policy end date	2022-01-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00046

Policy instance

Insurance contract or identification number	R00046
Number of Individuals Covered	32
Insurance policy start date	2020-02-01
Insurance policy end date	2021-01-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00046

Policy instance

Insurance contract or identification number	R00046
Number of Individuals Covered	35
Insurance policy start date	2019-02-01
Insurance policy end date	2020-01-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00046

Policy instance

Insurance contract or identification number	R00046
Number of Individuals Covered	38
Insurance policy start date	2018-02-01
Insurance policy end date	2019-01-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00046

Policy instance

Insurance contract or identification number	R00046
Number of Individuals Covered	42
Insurance policy start date	2017-06-01
Insurance policy end date	2018-01-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ERVIN COHEN & JESSUP LLP
Employer identification number (EIN):	951774339
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers