401k Plan data: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN plan

LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN
Plan identification number	001

LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN, A LAW CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN, A LAW CORPORATION

Employer identification number (EIN): 952785386

NAIC Classification: 541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KEITH ZIMMET 2023-10-11 KEITH ZIMMET 2023-10-11
001 2021-01-01 KEITH ZIMMET 2022-10-14
001 2020-01-01 KEITH ZIMMET 2021-10-15 KEITH ZIMMET 2021-10-15
001 2019-01-01 KEITH ZIMMET 2020-10-14 KEITH ZIMMET 2020-10-14
001 2018-01-01 KEITH ZIMMET 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MICHAEL HACKMAN
001 2013-01-01 KEITH T. ZIMMET
001 2012-01-01 MICHAEL HACKMAN
001 2011-01-01 MICHAEL HACKMAN
001 2010-01-01 MICHAEL HACKMAN
001 2009-01-01 MICHAEL HACKMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KEITH ZIMMET	2023-10-11	KEITH ZIMMET	2023-10-11
001	2021-01-01	KEITH ZIMMET	2022-10-14
001	2020-01-01	KEITH ZIMMET	2021-10-15	KEITH ZIMMET	2021-10-15
001	2019-01-01	KEITH ZIMMET	2020-10-14	KEITH ZIMMET	2020-10-14
001	2018-01-01	KEITH ZIMMET	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	MICHAEL HACKMAN
001	2013-01-01	KEITH T. ZIMMET
001	2012-01-01	MICHAEL HACKMAN
001	2011-01-01	MICHAEL HACKMAN
001	2010-01-01	MICHAEL HACKMAN
001	2009-01-01	MICHAEL HACKMAN

Plan Statistics for LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 65
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 21
Total of all active and inactive participants 2022-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 89
Number of participants with account balances 2022-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 58
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 21
Total of all active and inactive participants 2021-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 80
Number of participants with account balances 2021-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 62
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 73
Number of participants with account balances 2020-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 55
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 16
Total of all active and inactive participants 2019-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 75
Number of participants with account balances 2019-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 52
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 70
Number of participants with account balances 2018-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 51
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 17
Total of all active and inactive participants 2017-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 70
Number of participants with account balances 2017-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 47
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 65
Number of participants with account balances 2016-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 46
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 12
Total of all active and inactive participants 2015-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 58
Number of participants with account balances 2015-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 43
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 57
Number of participants with account balances 2014-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 42
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 10
Total of all active and inactive participants 2013-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 52
Number of participants with account balances 2013-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 42
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 8
Total of all active and inactive participants 2012-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 50
Number of participants with account balances 2012-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 49
Number of participants with account balances 2011-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 38
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 9
Total of all active and inactive participants 2010-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 47
Number of participants with account balances 2010-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 38
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 7
Total of all active and inactive participants 2009-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 45
Number of participants with account balances 2009-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	65
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	21
Total of all active and inactive participants	2022-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	89
Number of participants with account balances	2022-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	58
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	21
Total of all active and inactive participants	2021-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	80
Number of participants with account balances	2021-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	62
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	73
Number of participants with account balances	2020-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	55
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	16
Total of all active and inactive participants	2019-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	75
Number of participants with account balances	2019-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	52
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	70
Number of participants with account balances	2018-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	51
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	17
Total of all active and inactive participants	2017-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	70
Number of participants with account balances	2017-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	47
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	65
Number of participants with account balances	2016-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	46
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	12
Total of all active and inactive participants	2015-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	58
Number of participants with account balances	2015-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	43
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	57
Number of participants with account balances	2014-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	42
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	10
Total of all active and inactive participants	2013-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	52
Number of participants with account balances	2013-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	42
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	8
Total of all active and inactive participants	2012-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	50
Number of participants with account balances	2012-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	49
Number of participants with account balances	2011-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	38
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	9
Total of all active and inactive participants	2010-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	47
Number of participants with account balances	2010-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	38
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	7
Total of all active and inactive participants	2009-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	45
Number of participants with account balances	2009-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-2,937,656
Expenses. Total of all expenses incurred	2022-12-31	$361,558
Benefits paid (including direct rollovers)	2022-12-31	$217,868
Total plan assets at end of year	2022-12-31	$24,344,786
Total plan assets at beginning of year	2022-12-31	$27,644,000
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$670,140
Other income received	2022-12-31	$-3,957,796
Net income (gross income less expenses)	2022-12-31	$-3,299,214
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$24,344,786
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$27,644,000
Assets. Value of participant loans	2022-12-31	$32,945
Assets. Value of real-estate (other than employer real property)	2022-12-31	$147,447
Total contributions received or receivable from employer(s)	2022-12-31	$350,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$143,690
2021 : LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$3,943,849
Expenses. Total of all expenses incurred	2021-12-31	$301,819
Benefits paid (including direct rollovers)	2021-12-31	$152,283
Total plan assets at end of year	2021-12-31	$27,644,000
Total plan assets at beginning of year	2021-12-31	$24,001,970
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$633,353
Other income received	2021-12-31	$2,985,496
Net income (gross income less expenses)	2021-12-31	$3,642,030
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$27,644,000
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$24,001,970
Assets. Value of participant loans	2021-12-31	$46,611
Assets. Value of real-estate (other than employer real property)	2021-12-31	$147,447
Total contributions received or receivable from employer(s)	2021-12-31	$325,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$149,536
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$3,403,412
Expenses. Total of all expenses incurred	2020-12-31	$617,612
Benefits paid (including direct rollovers)	2020-12-31	$496,309
Total plan assets at end of year	2020-12-31	$24,001,970
Total plan assets at beginning of year	2020-12-31	$21,216,170
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$559,068
Other income received	2020-12-31	$2,519,344
Net income (gross income less expenses)	2020-12-31	$2,785,800
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$24,001,970
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$21,216,170
Assets. Value of participant loans	2020-12-31	$42,921
Assets. Value of real-estate (other than employer real property)	2020-12-31	$245,706
Total contributions received or receivable from employer(s)	2020-12-31	$325,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$121,303
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$4,037,126
Expenses. Total of all expenses incurred	2019-12-31	$705,337
Benefits paid (including direct rollovers)	2019-12-31	$629,526
Total plan assets at end of year	2019-12-31	$21,216,170
Total plan assets at beginning of year	2019-12-31	$17,884,381
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$459,349
Other income received	2019-12-31	$3,277,777
Net income (gross income less expenses)	2019-12-31	$3,331,789
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$21,216,170
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$17,884,381
Assets. Value of participant loans	2019-12-31	$68,695
Assets. Value of real-estate (other than employer real property)	2019-12-31	$245,706
Total contributions received or receivable from employer(s)	2019-12-31	$300,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$75,811
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$334,606
Expenses. Total of all expenses incurred	2018-12-31	$1,180,706
Benefits paid (including direct rollovers)	2018-12-31	$1,076,277
Total plan assets at end of year	2018-12-31	$17,884,381
Total plan assets at beginning of year	2018-12-31	$18,730,481
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$554,399
Other income received	2018-12-31	$-519,793
Net income (gross income less expenses)	2018-12-31	$-846,100
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$17,884,381
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$18,730,481
Assets. Value of participant loans	2018-12-31	$136,283
Assets. Value of real-estate (other than employer real property)	2018-12-31	$245,706
Total contributions received or receivable from employer(s)	2018-12-31	$300,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$104,429
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$3,097,132
Expenses. Total of all expenses incurred	2017-12-31	$2,349,998
Benefits paid (including direct rollovers)	2017-12-31	$2,241,995
Total plan assets at end of year	2017-12-31	$18,730,481
Total plan assets at beginning of year	2017-12-31	$17,983,347
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$387,607
Expenses. Other expenses not covered elsewhere	2017-12-31	$92,406
Contributions received from other sources (not participants or employers)	2017-12-31	$233,458
Other income received	2017-12-31	$2,176,067
Net income (gross income less expenses)	2017-12-31	$747,134
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$18,730,481
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$17,983,347
Assets. Value of participant loans	2017-12-31	$118,942
Assets. Value of real-estate (other than employer real property)	2017-12-31	$245,706
Total contributions received or receivable from employer(s)	2017-12-31	$300,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$15,597
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,897,569
Expenses. Total of all expenses incurred	2016-12-31	$997,821
Benefits paid (including direct rollovers)	2016-12-31	$891,728
Total plan assets at end of year	2016-12-31	$17,983,347
Total plan assets at beginning of year	2016-12-31	$17,083,599
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$315,615
Expenses. Other expenses not covered elsewhere	2016-12-31	$89,806
Other income received	2016-12-31	$1,291,082
Net income (gross income less expenses)	2016-12-31	$899,748
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$17,983,347
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$17,083,599
Assets. Value of participant loans	2016-12-31	$182,274
Assets. Value of real-estate (other than employer real property)	2016-12-31	$245,706
Total contributions received or receivable from employer(s)	2016-12-31	$290,872
Value of corrective distributions	2016-12-31	$2,540
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$13,747
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$666,280
Expenses. Total of all expenses incurred	2015-12-31	$402,049
Benefits paid (including direct rollovers)	2015-12-31	$302,418
Total plan assets at end of year	2015-12-31	$17,083,599
Total plan assets at beginning of year	2015-12-31	$16,819,368
Value of fidelity bond covering the plan	2015-12-31	$1,200,000
Total contributions received or receivable from participants	2015-12-31	$389,910
Expenses. Other expenses not covered elsewhere	2015-12-31	$83,446
Other income received	2015-12-31	$-23,630
Net income (gross income less expenses)	2015-12-31	$264,231
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$17,083,599
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$16,819,368
Assets. Value of participant loans	2015-12-31	$204,257
Assets. Value of real-estate (other than employer real property)	2015-12-31	$351,892
Total contributions received or receivable from employer(s)	2015-12-31	$300,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$16,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,856,818
Expenses. Total of all expenses incurred	2014-12-31	$357,017
Benefits paid (including direct rollovers)	2014-12-31	$277,027
Total plan assets at end of year	2014-12-31	$16,819,368
Total plan assets at beginning of year	2014-12-31	$15,319,567
Value of fidelity bond covering the plan	2014-12-31	$1,200,000
Total contributions received or receivable from participants	2014-12-31	$374,253
Expenses. Other expenses not covered elsewhere	2014-12-31	$65,510
Other income received	2014-12-31	$1,182,565
Net income (gross income less expenses)	2014-12-31	$1,499,801
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$16,819,368
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$15,319,567
Assets. Value of participant loans	2014-12-31	$207,311
Assets. Value of real-estate (other than employer real property)	2014-12-31	$437,917
Total contributions received or receivable from employer(s)	2014-12-31	$300,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$14,480
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$109,582
2013 : LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,672,126
Expenses. Total of all expenses incurred	2013-12-31	$3,916,155
Benefits paid (including direct rollovers)	2013-12-31	$3,803,996
Total plan assets at end of year	2013-12-31	$15,319,567
Total plan assets at beginning of year	2013-12-31	$16,563,596
Value of fidelity bond covering the plan	2013-12-31	$1,200,000
Total contributions received or receivable from participants	2013-12-31	$352,652
Other income received	2013-12-31	$2,019,474
Net income (gross income less expenses)	2013-12-31	$-1,244,029
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$15,319,567
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$16,563,596
Assets. Value of participant loans	2013-12-31	$136,934
Assets. Value of real-estate (other than employer real property)	2013-12-31	$500,000
Total contributions received or receivable from employer(s)	2013-12-31	$300,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$112,159
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$2,020,260
Expenses. Total of all expenses incurred	2012-12-31	$237,825
Benefits paid (including direct rollovers)	2012-12-31	$141,517
Total plan assets at end of year	2012-12-31	$16,563,596
Total plan assets at beginning of year	2012-12-31	$14,781,161
Value of fidelity bond covering the plan	2012-12-31	$1,200,000
Total contributions received or receivable from participants	2012-12-31	$345,695
Other income received	2012-12-31	$1,374,565
Net income (gross income less expenses)	2012-12-31	$1,782,435
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$16,563,596
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$14,781,161
Assets. Value of participant loans	2012-12-31	$120,107
Assets. Value of real-estate (other than employer real property)	2012-12-31	$500,000
Total contributions received or receivable from employer(s)	2012-12-31	$300,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$96,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$956,929
Expenses. Total of all expenses incurred	2011-12-31	$871,249
Benefits paid (including direct rollovers)	2011-12-31	$788,214
Total plan assets at end of year	2011-12-31	$14,781,161
Total plan assets at beginning of year	2011-12-31	$14,695,481
Value of fidelity bond covering the plan	2011-12-31	$1,200,000
Total contributions received or receivable from participants	2011-12-31	$309,384
Contributions received from other sources (not participants or employers)	2011-12-31	$51,489
Other income received	2011-12-31	$296,056
Net income (gross income less expenses)	2011-12-31	$85,680
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$14,781,161
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$14,695,481
Assets. Value of participant loans	2011-12-31	$116,987
Assets. Value of real-estate (other than employer real property)	2011-12-31	$500,000
Total contributions received or receivable from employer(s)	2011-12-31	$300,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$83,035
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$2,069,441
Expenses. Total of all expenses incurred	2010-12-31	$88,646
Benefits paid (including direct rollovers)	2010-12-31	$9,471
Total plan assets at end of year	2010-12-31	$14,695,481
Total plan assets at beginning of year	2010-12-31	$12,714,686
Value of fidelity bond covering the plan	2010-12-31	$1,200,000
Total contributions received or receivable from participants	2010-12-31	$319,528
Expenses. Other expenses not covered elsewhere	2010-12-31	$415
Other income received	2010-12-31	$1,449,913
Net income (gross income less expenses)	2010-12-31	$1,980,795
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$14,695,481
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$12,714,686
Assets. Value of participant loans	2010-12-31	$79,136
Total contributions received or receivable from employer(s)	2010-12-31	$300,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$78,760
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 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 LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

70173

Policy instance

Insurance contract or identification number	70173
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-10-01
Total amount of commissions paid to insurance broker	USD $29,369
Total amount of fees paid to insurance company	USD $0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,692
Insurance broker organization code?	3
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ADMINISTRATIVE REIMBURSEMENT

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

70173

Policy instance

Insurance contract or identification number	70173
Number of Individuals Covered	48
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $29,369
Total amount of fees paid to insurance company	USD $0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,692
Insurance broker organization code?	3
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ADMINISTRATIVE REIMBURSEMENT
Insurance broker name	KRAVITZ, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

70173

Policy instance

Insurance contract or identification number	70173
Number of Individuals Covered	39
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $22,139
Total amount of fees paid to insurance company	USD $3,474
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,139
Insurance broker organization code?	3
Amount paid for insurance broker fees	3474
Additional information about fees paid to insurance broker	ADMINISTRATIVE REIMBURSEMENT
Insurance broker name	KRAVITZ, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

70173

Policy instance

Insurance contract or identification number	70173
Number of Individuals Covered	40
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $20,042
Total amount of fees paid to insurance company	USD $2,865
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,042
Insurance broker organization code?	3
Amount paid for insurance broker fees	2865
Additional information about fees paid to insurance broker	ADMINISTRATIVE REIMBURSEMENT
Insurance broker name	KRAVITZ, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

70173

Policy instance

Insurance contract or identification number	70173
Number of Individuals Covered	37
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $16,601
Total amount of fees paid to insurance company	USD $2,371
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,601
Insurance broker organization code?	3
Amount paid for insurance broker fees	2371
Additional information about fees paid to insurance broker	ADMINISTRATIVE REIMBURSEMENT
Insurance broker name	KRAVITZ, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

70173

Policy instance

Insurance contract or identification number	70173
Number of Individuals Covered	36
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $13,640
Total amount of fees paid to insurance company	USD $1,949
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,640
Insurance broker organization code?	3
Amount paid for insurance broker fees	1949
Additional information about fees paid to insurance broker	ADMINISTRATIVE REIMBURSEMENT
Insurance broker name	KRAVITZ, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

70173

Policy instance

Insurance contract or identification number	70173
Number of Individuals Covered	37
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $12,498
Total amount of fees paid to insurance company	USD $1,800
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

70173

Policy instance

Insurance contract or identification number	70173
Number of Individuals Covered	39
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $10,727
Total amount of fees paid to insurance company	USD $1,509
Are there contracts with allocated funds for individual policies?	No
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LEWITT, HACKMAN, SHAPIRO, MARSHALL & HARLAN, A LAW CORPORATION
Employer identification number (EIN):	952785386
NAIC Classification:	541190