401k Plan data: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN plan

CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	002

CONGRESS ASSOCIATES, INC. 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).
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.
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

CONGRESS ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CONGRESS ASSOCIATES, INC.

Employer identification number (EIN): 953926707

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01 MICHAEL J. FRAIPONT 2021-10-15
002 2020-01-01 MICHAEL J. FRAIPONT 2022-04-29
002 2019-01-01 MICHAEL J. FRAIPONT 2020-10-14
002 2019-01-01 MICHAEL J. FRAIPONT 2021-08-25
002 2018-01-01 MICHAEL J. FRAIPONT 2019-10-15
002 2017-01-01
002 2017-01-01 MICHAEL J. FRAIPONT 2019-10-15
002 2016-01-01 MICHAEL J. FRAIPONT
002 2016-01-01
002 2015-01-01 MICHAEL J. FRAIPONT
002 2015-01-01 MICHAEL J. FRAIPONT
002 2014-01-01 MICHAEL J. FRAIPONT
002 2014-01-01 MICHAEL J. FRAIPONT
002 2013-01-01 MICHAEL J. FRAIPONT
002 2012-01-01 MICHAEL J. FRAIPONT
002 2011-01-01 MICHAEL J. FRAIPONT
002 2009-01-01 MICHAEL J. FRAIPONT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01	MICHAEL J. FRAIPONT	2021-10-15
002	2020-01-01	MICHAEL J. FRAIPONT	2022-04-29
002	2019-01-01	MICHAEL J. FRAIPONT	2020-10-14
002	2019-01-01	MICHAEL J. FRAIPONT	2021-08-25
002	2018-01-01	MICHAEL J. FRAIPONT	2019-10-15
002	2017-01-01
002	2017-01-01	MICHAEL J. FRAIPONT	2019-10-15
002	2016-01-01	MICHAEL J. FRAIPONT
002	2016-01-01
002	2015-01-01	MICHAEL J. FRAIPONT
002	2015-01-01	MICHAEL J. FRAIPONT
002	2014-01-01	MICHAEL J. FRAIPONT
002	2014-01-01	MICHAEL J. FRAIPONT
002	2013-01-01	MICHAEL J. FRAIPONT
002	2012-01-01	MICHAEL J. FRAIPONT
002	2011-01-01	MICHAEL J. FRAIPONT
002	2009-01-01	MICHAEL J. FRAIPONT

Plan Statistics for CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2022: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 405
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 154
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 263
Total participants 2022-01-01 417
Number of participants with account balances 2022-01-01 411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 28
2021: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 390
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 149
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 256
Total of all active and inactive participants 2021-01-01 405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 405
Number of participants with account balances 2021-01-01 405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 21
2020: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 164
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 226
Total of all active and inactive participants 2020-01-01 390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 390
Number of participants with account balances 2020-01-01 377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 24
2019: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 182
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 163
Total of all active and inactive participants 2019-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 345
Number of participants with account balances 2019-01-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 186
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 154
Total of all active and inactive participants 2018-01-01 340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 340
Number of participants with account balances 2018-01-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 24
2017: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 284
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 177
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 124
Total of all active and inactive participants 2017-01-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 301
Number of participants with account balances 2017-01-01 301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 191
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 93
Total of all active and inactive participants 2016-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 284
Number of participants with account balances 2016-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 11
2015: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 163
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 106
Total of all active and inactive participants 2015-01-01 269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 269
Number of participants with account balances 2015-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13
2014: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 159
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 71
Total of all active and inactive participants 2014-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 230
Number of participants with account balances 2014-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 11
2013: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 147
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 50
Total of all active and inactive participants 2013-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 197
Number of participants with account balances 2013-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 136
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 37
Total of all active and inactive participants 2012-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 173
Number of participants with account balances 2012-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 104
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 36
Total of all active and inactive participants 2011-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 140
Number of participants with account balances 2011-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2009: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 70
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 3
Total of all active and inactive participants 2009-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 73
Number of participants with account balances 2009-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	405
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	154
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	263
Total participants	2022-01-01	417
Number of participants with account balances	2022-01-01	411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	28
2021: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	390
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	149
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	256
Total of all active and inactive participants	2021-01-01	405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	405
Number of participants with account balances	2021-01-01	405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	21
2020: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	164
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	226
Total of all active and inactive participants	2020-01-01	390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	390
Number of participants with account balances	2020-01-01	377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	24
2019: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	182
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	163
Total of all active and inactive participants	2019-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	345
Number of participants with account balances	2019-01-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	186
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	154
Total of all active and inactive participants	2018-01-01	340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	340
Number of participants with account balances	2018-01-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	24
2017: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	284
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	177
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	124
Total of all active and inactive participants	2017-01-01	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	301
Number of participants with account balances	2017-01-01	301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	191
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	93
Total of all active and inactive participants	2016-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	284
Number of participants with account balances	2016-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	11
2015: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	163
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	106
Total of all active and inactive participants	2015-01-01	269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	269
Number of participants with account balances	2015-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13
2014: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	159
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	71
Total of all active and inactive participants	2014-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	230
Number of participants with account balances	2014-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	11
2013: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	147
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	50
Total of all active and inactive participants	2013-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	197
Number of participants with account balances	2013-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	136
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	37
Total of all active and inactive participants	2012-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	173
Number of participants with account balances	2012-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	104
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	36
Total of all active and inactive participants	2011-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	140
Number of participants with account balances	2011-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2009: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	70
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	3
Total of all active and inactive participants	2009-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	73
Number of participants with account balances	2009-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,850,201
Total of all expenses incurred	2022-12-31	$2,072,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,051,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,239,805
Value of total assets at end of year	2022-12-31	$20,309,584
Value of total assets at beginning of year	2022-12-31	$25,231,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$20,354
Total interest from all sources	2022-12-31	$21,636
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$-4,145,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$-4,145,649
Administrative expenses professional fees incurred	2022-12-31	$20,354
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$557,328
Participant contributions at end of year	2022-12-31	$377,036
Participant contributions at beginning of year	2022-12-31	$436,249
Participant contributions at end of year	2022-12-31	$151,944
Participant contributions at beginning of year	2022-12-31	$52,862
Other income not declared elsewhere	2022-12-31	$34,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,922,249
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$20,309,584
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$25,231,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,780,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,190,208
Value of interest in pooled separate accounts at end of year	2022-12-31	$11,438,455
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$14,425,958
Interest on participant loans	2022-12-31	$21,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$637,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$682,477
Employer contributions (assets) at end of year	2022-12-31	$561,921
Employer contributions (assets) at beginning of year	2022-12-31	$488,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,051,694
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2022-12-31	300840934
2021 : CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$3,954,300
Total of all expenses incurred	2021-12-31	$585,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$560,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,029,640
Value of total assets at end of year	2021-12-31	$25,231,833
Value of total assets at beginning of year	2021-12-31	$21,862,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$24,125
Total interest from all sources	2021-12-31	$33,820
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,855,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,855,322
Administrative expenses professional fees incurred	2021-12-31	$24,125
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$441,422
Participant contributions at end of year	2021-12-31	$436,249
Participant contributions at beginning of year	2021-12-31	$496,056
Participant contributions at end of year	2021-12-31	$52,862
Participant contributions at beginning of year	2021-12-31	$84,711
Other income not declared elsewhere	2021-12-31	$35,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,369,277
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$25,231,833
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$21,862,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$23,616,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,111,161
Interest on participant loans	2021-12-31	$33,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$637,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$650,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$588,218
Employer contributions (assets) at end of year	2021-12-31	$488,667
Employer contributions (assets) at beginning of year	2021-12-31	$520,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$560,898
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2021-12-31	300840934
2020 : CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,290,706
Total of all expenses incurred	2020-12-31	$1,112,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,098,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,139,237
Value of total assets at end of year	2020-12-31	$21,890,454
Value of total assets at beginning of year	2020-12-31	$19,712,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$14,568
Total interest from all sources	2020-12-31	$25,008
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,126,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,126,461
Administrative expenses professional fees incurred	2020-12-31	$14,568
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$492,260
Participant contributions at end of year	2020-12-31	$496,056
Participant contributions at beginning of year	2020-12-31	$593,568
Participant contributions at end of year	2020-12-31	$103,711
Participant contributions at beginning of year	2020-12-31	$51,846
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$51,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,177,935
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$21,890,454
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,712,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,111,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,840,035
Interest on participant loans	2020-12-31	$25,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$659,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$659,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$595,567
Employer contributions (assets) at end of year	2020-12-31	$520,517
Employer contributions (assets) at beginning of year	2020-12-31	$568,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,098,203
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2020-12-31	300840934
2019 : CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$4,277,510
Total of all expenses incurred	2019-12-31	$236,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$193,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,085,241
Value of total assets at end of year	2019-12-31	$19,656,812
Value of total assets at beginning of year	2019-12-31	$15,615,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$42,889
Total interest from all sources	2019-12-31	$28,220
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,164,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,164,049
Administrative expenses professional fees incurred	2019-12-31	$42,889
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$491,942
Participant contributions at end of year	2019-12-31	$593,568
Participant contributions at beginning of year	2019-12-31	$450,189
Participant contributions at end of year	2019-12-31	$32,846
Participant contributions at beginning of year	2019-12-31	$112,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,040,977
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,656,812
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,615,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,840,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,782,966
Interest on participant loans	2019-12-31	$28,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$659,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$659,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$593,299
Employer contributions (assets) at end of year	2019-12-31	$531,061
Employer contributions (assets) at beginning of year	2019-12-31	$610,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$193,644
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2019-12-31	300840934
2018 : CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$174,473
Total of all expenses incurred	2018-12-31	$212,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$192,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,249,650
Value of total assets at end of year	2018-12-31	$15,615,835
Value of total assets at beginning of year	2018-12-31	$15,654,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$20,119
Total interest from all sources	2018-12-31	$19,925
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$-1,095,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$-1,095,102
Administrative expenses professional fees incurred	2018-12-31	$20,119
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$544,846
Participant contributions at end of year	2018-12-31	$450,189
Participant contributions at beginning of year	2018-12-31	$342,040
Participant contributions at end of year	2018-12-31	$112,462
Participant contributions at beginning of year	2018-12-31	$150,832
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$6,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-38,506
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$15,615,835
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,654,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,782,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,849,543
Interest on participant loans	2018-12-31	$19,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$659,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$657,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$698,416
Employer contributions (assets) at end of year	2018-12-31	$610,916
Employer contributions (assets) at beginning of year	2018-12-31	$654,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$192,860
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2018-12-31	300840934
2017 : CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,007,817
Total of all expenses incurred	2017-12-31	$179,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$154,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,337,492
Value of total assets at end of year	2017-12-31	$15,728,341
Value of total assets at beginning of year	2017-12-31	$12,900,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$25,365
Total interest from all sources	2017-12-31	$14,538
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,651,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,651,398
Administrative expenses professional fees incurred	2017-12-31	$25,365
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$553,568
Participant contributions at end of year	2017-12-31	$342,040
Participant contributions at beginning of year	2017-12-31	$249,277
Participant contributions at end of year	2017-12-31	$168,832
Participant contributions at beginning of year	2017-12-31	$112,709
Other income not declared elsewhere	2017-12-31	$4,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,828,033
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,728,341
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,900,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,849,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,246,417
Interest on participant loans	2017-12-31	$14,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$657,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$652,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$783,924
Employer contributions (assets) at end of year	2017-12-31	$710,924
Employer contributions (assets) at beginning of year	2017-12-31	$639,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$154,419
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2017-12-31	300840934
2016 : CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,137,588
Total of all expenses incurred	2016-12-31	$213,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$209,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,259,323
Value of total assets at end of year	2016-12-31	$12,875,867
Value of total assets at beginning of year	2016-12-31	$10,951,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,544
Total interest from all sources	2016-12-31	$10,434
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$865,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$865,696
Administrative expenses professional fees incurred	2016-12-31	$4,544
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$479,895
Participant contributions at end of year	2016-12-31	$249,277
Participant contributions at beginning of year	2016-12-31	$173,877
Participant contributions at end of year	2016-12-31	$88,268
Participant contributions at beginning of year	2016-12-31	$116,436
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$51,136
Other income not declared elsewhere	2016-12-31	$2,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,924,015
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,875,867
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,951,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,246,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,476,049
Interest on participant loans	2016-12-31	$10,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$652,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$643,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$728,292
Employer contributions (assets) at end of year	2016-12-31	$639,292
Employer contributions (assets) at beginning of year	2016-12-31	$542,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$209,029
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2016-12-31	300840934
2015 : CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,146,884
Total of all expenses incurred	2015-12-31	$834,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$825,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,074,961
Value of total assets at end of year	2015-12-31	$10,901,852
Value of total assets at beginning of year	2015-12-31	$10,589,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$8,659
Total interest from all sources	2015-12-31	$8,902
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$38,818
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$38,818
Administrative expenses professional fees incurred	2015-12-31	$8,659
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$477,261
Participant contributions at end of year	2015-12-31	$173,877
Participant contributions at beginning of year	2015-12-31	$158,902
Participant contributions at end of year	2015-12-31	$98,436
Participant contributions at beginning of year	2015-12-31	$46,286
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$88
Other income not declared elsewhere	2015-12-31	$707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$312,576
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,901,852
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,589,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,476,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,224,820
Interest on participant loans	2015-12-31	$8,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$643,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$635,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$23,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$597,612
Employer contributions (assets) at end of year	2015-12-31	$510,112
Employer contributions (assets) at beginning of year	2015-12-31	$523,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$825,649
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2015-12-31	300840934
2014 : CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,708,856
Total of all expenses incurred	2014-12-31	$407,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$376,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,098,805
Value of total assets at end of year	2014-12-31	$10,488,276
Value of total assets at beginning of year	2014-12-31	$9,186,498
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$30,722
Total interest from all sources	2014-12-31	$7,000
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$23,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$23,720
Administrative expenses professional fees incurred	2014-12-31	$30,722
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$393,915
Participant contributions at end of year	2014-12-31	$158,902
Participant contributions at beginning of year	2014-12-31	$138,797
Participant contributions at end of year	2014-12-31	$46,286
Participant contributions at beginning of year	2014-12-31	$85,165
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$62,410
Other income not declared elsewhere	2014-12-31	$28,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,301,778
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,488,276
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,186,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,224,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,018,297
Interest on participant loans	2014-12-31	$7,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$635,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$600,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$551,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$642,480
Employer contributions (assets) at end of year	2014-12-31	$422,697
Employer contributions (assets) at beginning of year	2014-12-31	$343,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$376,356
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2014-12-31	300840934
2013 : CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,189,879
Total of all expenses incurred	2013-12-31	$1,010,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,008,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$825,980
Value of total assets at end of year	2013-12-31	$9,186,498
Value of total assets at beginning of year	2013-12-31	$8,007,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,453
Total interest from all sources	2013-12-31	$6,703
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$35,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$35,379
Administrative expenses professional fees incurred	2013-12-31	$2,453
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$269,932
Participant contributions at end of year	2013-12-31	$138,797
Participant contributions at beginning of year	2013-12-31	$76,579
Participant contributions at end of year	2013-12-31	$85,165
Participant contributions at beginning of year	2013-12-31	$41,300
Other income not declared elsewhere	2013-12-31	$27,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,178,944
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,186,498
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,007,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,018,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,971,930
Interest on participant loans	2013-12-31	$6,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$600,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$566,235
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,294,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$556,048
Employer contributions (assets) at end of year	2013-12-31	$343,777
Employer contributions (assets) at beginning of year	2013-12-31	$351,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,008,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CNM, LLP
Accountancy firm EIN	2013-12-31	651202484
2012 : CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,569,047
Total of all expenses incurred	2012-12-31	$124,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$123,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$816,084
Value of total assets at end of year	2012-12-31	$7,876,429
Value of total assets at beginning of year	2012-12-31	$6,431,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,225
Total interest from all sources	2012-12-31	$4,458
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$116,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$116,890
Administrative expenses professional fees incurred	2012-12-31	$1,225
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$25,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$290,456
Participant contributions at end of year	2012-12-31	$76,579
Participant contributions at beginning of year	2012-12-31	$68,720
Participant contributions at end of year	2012-12-31	$41,300
Participant contributions at beginning of year	2012-12-31	$93,464
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$21,647
Other income not declared elsewhere	2012-12-31	$26,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,444,794
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,876,429
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,431,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,971,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,486,025
Interest on participant loans	2012-12-31	$5,355
Interest earned on other investments	2012-12-31	$-897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$435,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$435,110
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$7,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$631,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$503,981
Employer contributions (assets) at end of year	2012-12-31	$351,510
Employer contributions (assets) at beginning of year	2012-12-31	$348,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$115,929
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CNM, LLP
Accountancy firm EIN	2012-12-31	651202484
2011 : CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$521,755
Expenses. Total of all expenses incurred	2011-12-31	$104,968
Benefits paid (including direct rollovers)	2011-12-31	$104,968
Total plan assets at end of year	2011-12-31	$6,321,120
Total plan assets at beginning of year	2011-12-31	$5,904,333
Value of fidelity bond covering the plan	2011-12-31	$25,000
Total contributions received or receivable from participants	2011-12-31	$219,647
Contributions received from other sources (not participants or employers)	2011-12-31	$82,704
Other income received	2011-12-31	$-151,829
Net income (gross income less expenses)	2011-12-31	$416,787
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,321,120
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,904,333
Assets. Value of participant loans	2011-12-31	$68,720
Total contributions received or receivable from employer(s)	2011-12-31	$371,233
2010 : CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$946,064
Expenses. Total of all expenses incurred	2010-12-31	$2,291,721
Benefits paid (including direct rollovers)	2010-12-31	$2,291,721
Total plan assets at end of year	2010-12-31	$5,904,333
Total plan assets at beginning of year	2010-12-31	$7,249,990
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$181,642
Other income received	2010-12-31	$384,879
Net income (gross income less expenses)	2010-12-31	$-1,345,657
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,904,333
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,249,990
Assets. Value of participant loans	2010-12-31	$153,871
Total contributions received or receivable from employer(s)	2010-12-31	$379,543

Form 5500 Responses for CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN

2022: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872726

Policy instance

Insurance contract or identification number	872726
Number of Individuals Covered	373
Total amount of commissions paid to insurance broker	USD $32,060
Commission paid to Insurance Broker	USD $32,060
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872726

Policy instance

Insurance contract or identification number	872726
Number of Individuals Covered	365
Total amount of commissions paid to insurance broker	USD $37,407
Commission paid to Insurance Broker	USD $37,407
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872726

Policy instance

Insurance contract or identification number	872726
Number of Individuals Covered	348
Total amount of commissions paid to insurance broker	USD $31,353
Commission paid to Insurance Broker	USD $31,353
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872726

Policy instance

Insurance contract or identification number	872726
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $32,016
Commission paid to Insurance Broker	USD $32,016
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872726

Policy instance

Insurance contract or identification number	872726
Number of Individuals Covered	311
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $29,862
Commission paid to Insurance Broker	USD $29,862
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872726

Policy instance

Insurance contract or identification number	872726
Number of Individuals Covered	286
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $25,554
Commission paid to Insurance Broker	USD $25,554
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY, LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872726

Policy instance

Insurance contract or identification number	872726
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $21,786
Commission paid to Insurance Broker	USD $21,786
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY, LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872726

Policy instance

Insurance contract or identification number	872726
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $19,352
Commission paid to Insurance Broker	USD $19,352
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY, LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872726

Policy instance

Insurance contract or identification number	872726
Number of Individuals Covered	183
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $10,910
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $10,910
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY, LLC

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

40850

Policy instance

Insurance contract or identification number	40850
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

40850

Policy instance

Insurance contract or identification number	40850
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CONGRESS ASSOCIATES, INC.
Employer identification number (EIN):	953926707
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)