401k Plan data: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN plan

OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN
Plan identification number	001

OBERMAN, TIVOLI & PICKERT 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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OBERMAN, TIVOLI & PICKERT, INC. has sponsored the creation of one or more 401k plans.

Company Name: OBERMAN, TIVOLI & PICKERT, INC.

Employer identification number (EIN): 954219514

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Additional information about OBERMAN, TIVOLI & PICKERT, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1989-05-18

Company Identification Number: C1640601

Legal Registered Office Address: 500 S Sepulveda Blvd, 4th Floor

Los Angeles
United States of America (USA)
90049

More information about OBERMAN, TIVOLI & PICKERT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OBERMAN, TIVOLI & PICKERT 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 BARRY OBERMAN 2023-01-17
001 2021-01-01 BARRY OBERMAN 2022-10-13
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SANAA WADSWORTH
001 2016-01-01 SANAA WADSWORTH
001 2015-01-01 SANAA WADSWORTH
001 2014-01-01 SANAA WADSWORTH
001 2013-01-01 SANAA WADSWORTH
001 2012-01-01 SANAA WADSWORTH
001 2011-01-01 SANAA WADSWORTH
001 2010-01-01 SANAA WADSWORTH
001 2009-01-01 RUSSELL DAVIS

Plan Statistics for OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 320
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 1
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 235
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 78
Total of all active and inactive participants 2019-01-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 313
Number of participants with account balances 2019-01-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 25
2018: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 223
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 69
Total of all active and inactive participants 2018-01-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 293
Number of participants with account balances 2018-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 39
2017: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 222
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 64
Total of all active and inactive participants 2017-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 287
Number of participants with account balances 2017-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 41
2016: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 211
Number of retired or separated participants receiving benefits 2016-01-01 17
Number of other retired or separated participants entitled to future benefits 2016-01-01 73
Total of all active and inactive participants 2016-01-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 301
Number of participants with account balances 2016-01-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 52
2015: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 311
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 215
Number of retired or separated participants receiving benefits 2015-01-01 5
Number of other retired or separated participants entitled to future benefits 2015-01-01 91
Total of all active and inactive participants 2015-01-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 311
Number of participants with account balances 2015-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 48
2014: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 208
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 89
Total of all active and inactive participants 2014-01-01 297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 297
Number of participants with account balances 2014-01-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 55
2013: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 206
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 80
Total of all active and inactive participants 2013-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 286
Number of participants with account balances 2013-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 35
2012: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 267
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 210
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 55
Total of all active and inactive participants 2012-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 265
Number of participants with account balances 2012-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 15
2011: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 176
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 77
Total of all active and inactive participants 2011-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 253
Number of participants with account balances 2011-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 10
2010: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 194
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 69
Total of all active and inactive participants 2010-01-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 263
Number of participants with account balances 2010-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 30
2009: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 183
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 78
Total of all active and inactive participants 2009-01-01 261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 261
Number of participants with account balances 2009-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 40

Measure	Date	Value
2020: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	320
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	1
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	235
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	78
Total of all active and inactive participants	2019-01-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	313
Number of participants with account balances	2019-01-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	25
2018: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	223
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	69
Total of all active and inactive participants	2018-01-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	293
Number of participants with account balances	2018-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	39
2017: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	222
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	64
Total of all active and inactive participants	2017-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	287
Number of participants with account balances	2017-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	41
2016: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	211
Number of retired or separated participants receiving benefits	2016-01-01	17
Number of other retired or separated participants entitled to future benefits	2016-01-01	73
Total of all active and inactive participants	2016-01-01	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	301
Number of participants with account balances	2016-01-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	52
2015: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	311
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	215
Number of retired or separated participants receiving benefits	2015-01-01	5
Number of other retired or separated participants entitled to future benefits	2015-01-01	91
Total of all active and inactive participants	2015-01-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	311
Number of participants with account balances	2015-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	48
2014: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	208
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	89
Total of all active and inactive participants	2014-01-01	297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	297
Number of participants with account balances	2014-01-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	55
2013: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	206
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	80
Total of all active and inactive participants	2013-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	286
Number of participants with account balances	2013-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	35
2012: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	267
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	210
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	55
Total of all active and inactive participants	2012-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	265
Number of participants with account balances	2012-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	15
2011: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	176
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	77
Total of all active and inactive participants	2011-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	253
Number of participants with account balances	2011-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	10
2010: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	194
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	69
Total of all active and inactive participants	2010-01-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	263
Number of participants with account balances	2010-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	30
2009: OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	183
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	78
Total of all active and inactive participants	2009-01-01	261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	261
Number of participants with account balances	2009-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	40

Financial Data on OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$127
Total unrealized appreciation/depreciation of assets	2020-12-31	$127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$823,459
Total loss/gain on sale of assets	2020-12-31	$14,073
Total of all expenses incurred	2020-12-31	$30,671,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$30,531,730
Value of total corrective distributions	2020-12-31	$75,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,027,950
Value of total assets at end of year	2020-12-31	$12,476
Value of total assets at beginning of year	2020-12-31	$29,860,637
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$64,562
Total interest from all sources	2020-12-31	$12,993
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$97,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$97,203
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$607,882
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$673,566
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$30,178
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$188,270
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$1,938
Total non interest bearing cash at end of year	2020-12-31	$213
Total non interest bearing cash at beginning of year	2020-12-31	$3,422
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	$-29,848,161
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,476
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$29,860,637
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
Investment advisory and management fees	2020-12-31	$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$28,015,521
Interest on participant loans	2020-12-31	$12,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$12,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,126,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$-330,825
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
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$231,798
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$11,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$30,531,730
Contract administrator fees	2020-12-31	$52,062
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
Aggregate proceeds on sale of assets	2020-12-31	$3,630,492
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$3,616,419
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2020-12-31	952036255
2019 : OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$11,972
Total unrealized appreciation/depreciation of assets	2019-12-31	$11,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,995,808
Total loss/gain on sale of assets	2019-12-31	$966
Total of all expenses incurred	2019-12-31	$737,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$617,636
Value of total corrective distributions	2019-12-31	$40,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,047,243
Value of total assets at end of year	2019-12-31	$29,860,637
Value of total assets at beginning of year	2019-12-31	$23,602,690
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$79,731
Total interest from all sources	2019-12-31	$32,987
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,106,143
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	$1,106,143
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,500,594
Participant contributions at end of year	2019-12-31	$673,566
Participant contributions at beginning of year	2019-12-31	$596,876
Participant contributions at end of year	2019-12-31	$30,178
Participant contributions at beginning of year	2019-12-31	$30,038
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$24,701
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$1,517
Total non interest bearing cash at end of year	2019-12-31	$3,422
Total non interest bearing cash at beginning of year	2019-12-31	$725
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	$6,257,947
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$29,860,637
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$23,602,690
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
Investment advisory and management fees	2019-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$28,015,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$22,455,759
Interest on participant loans	2019-12-31	$32,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,126,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$495,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,794,980
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
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$521,948
Employer contributions (assets) at end of year	2019-12-31	$11,175
Employer contributions (assets) at beginning of year	2019-12-31	$23,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$617,636
Contract administrator fees	2019-12-31	$54,731
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
Aggregate proceeds on sale of assets	2019-12-31	$89,976
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$89,010
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2019-12-31	952036255
2018 : OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$7,461
Total unrealized appreciation/depreciation of assets	2018-12-31	$7,461
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$991,183
Total loss/gain on sale of assets	2018-12-31	$1,558
Total of all expenses incurred	2018-12-31	$1,053,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$970,328
Value of total corrective distributions	2018-12-31	$4,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,037,433
Value of total assets at end of year	2018-12-31	$23,602,690
Value of total assets at beginning of year	2018-12-31	$23,664,756
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$78,585
Total interest from all sources	2018-12-31	$27,763
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,107,758
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	$1,107,758
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,359,429
Participant contributions at end of year	2018-12-31	$596,876
Participant contributions at beginning of year	2018-12-31	$571,586
Participant contributions at end of year	2018-12-31	$30,038
Participant contributions at beginning of year	2018-12-31	$28,412
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$204,286
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$1,180
Total non interest bearing cash at end of year	2018-12-31	$725
Total non interest bearing cash at beginning of year	2018-12-31	$9,609
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	$-62,066
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$23,602,690
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$23,664,756
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
Investment advisory and management fees	2018-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$22,455,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$21,447,661
Interest on participant loans	2018-12-31	$27,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$495,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,597,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,191,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$473,718
Employer contributions (assets) at end of year	2018-12-31	$23,643
Employer contributions (assets) at beginning of year	2018-12-31	$10,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$970,328
Contract administrator fees	2018-12-31	$53,585
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
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
Aggregate proceeds on sale of assets	2018-12-31	$1,199,583
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$1,198,025
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2018-12-31	952036255
2017 : OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-251,160
Total unrealized appreciation/depreciation of assets	2017-12-31	$-251,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,275,783
Total loss/gain on sale of assets	2017-12-31	$82,801
Total of all expenses incurred	2017-12-31	$3,287,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,210,732
Value of total corrective distributions	2017-12-31	$34,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,562,777
Value of total assets at end of year	2017-12-31	$23,664,756
Value of total assets at beginning of year	2017-12-31	$22,676,570
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$42,640
Total interest from all sources	2017-12-31	$22,125
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$727,378
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	$718,984
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,279,423
Participant contributions at end of year	2017-12-31	$571,586
Participant contributions at beginning of year	2017-12-31	$511,660
Participant contributions at end of year	2017-12-31	$28,412
Participant contributions at beginning of year	2017-12-31	$25,915
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$29,993
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$3,736,043
Other income not declared elsewhere	2017-12-31	$408
Administrative expenses (other) incurred	2017-12-31	$421
Total non interest bearing cash at end of year	2017-12-31	$9,609
Total non interest bearing cash at beginning of year	2017-12-31	$250
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	$988,186
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$23,664,756
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$22,676,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$22,022
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$21,447,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$17,494,858
Interest on participant loans	2017-12-31	$22,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,597,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,131,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$253,361
Employer contributions (assets) at end of year	2017-12-31	$10,032
Employer contributions (assets) at beginning of year	2017-12-31	$24,118
Income. Dividends from common stock	2017-12-31	$8,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,210,732
Contract administrator fees	2017-12-31	$20,197
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$883,726
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
Aggregate proceeds on sale of assets	2017-12-31	$1,049,212
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$966,411
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2017-12-31	952036255
2016 : OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$57,102
Total unrealized appreciation/depreciation of assets	2016-12-31	$57,102
Total transfer of assets to this plan	2016-12-31	$3,736,043
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,151,450
Total loss/gain on sale of assets	2016-12-31	$-923
Total of all expenses incurred	2016-12-31	$1,028,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,003,748
Value of total corrective distributions	2016-12-31	$8,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,640,143
Value of total assets at end of year	2016-12-31	$22,676,570
Value of total assets at beginning of year	2016-12-31	$16,818,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$16,938
Total interest from all sources	2016-12-31	$21,204
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$637,584
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	$623,340
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,118,168
Participant contributions at end of year	2016-12-31	$511,660
Participant contributions at beginning of year	2016-12-31	$457,312
Participant contributions at end of year	2016-12-31	$25,915
Participant contributions at beginning of year	2016-12-31	$35,612
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$103,063
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$3,736,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$3,892
Administrative expenses (other) incurred	2016-12-31	$-673
Total non interest bearing cash at end of year	2016-12-31	$250
Total non interest bearing cash at beginning of year	2016-12-31	$493
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	$2,122,469
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$22,676,570
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$16,818,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$8,516
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$17,494,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$15,595,820
Interest on participant loans	2016-12-31	$21,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$792,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$418,912
Employer contributions (assets) at end of year	2016-12-31	$24,118
Employer contributions (assets) at beginning of year	2016-12-31	$14,201
Income. Dividends from common stock	2016-12-31	$14,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,003,748
Contract administrator fees	2016-12-31	$9,095
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$883,726
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$714,620
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
Aggregate proceeds on sale of assets	2016-12-31	$451,389
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$452,312
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2016-12-31	952036255
2015 : OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$5,181
Total unrealized appreciation/depreciation of assets	2015-12-31	$5,181
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,318,493
Total loss/gain on sale of assets	2015-12-31	$-5,064
Total of all expenses incurred	2015-12-31	$821,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$779,425
Value of total corrective distributions	2015-12-31	$23,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,463,325
Value of total assets at end of year	2015-12-31	$16,818,058
Value of total assets at beginning of year	2015-12-31	$16,320,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$18,609
Total interest from all sources	2015-12-31	$19,989
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$703,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$692,533
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	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,042,649
Participant contributions at end of year	2015-12-31	$457,312
Participant contributions at beginning of year	2015-12-31	$471,170
Participant contributions at end of year	2015-12-31	$35,612
Participant contributions at beginning of year	2015-12-31	$26,930
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$41,751
Other income not declared elsewhere	2015-12-31	$246
Administrative expenses (other) incurred	2015-12-31	$259
Total non interest bearing cash at end of year	2015-12-31	$493
Total non interest bearing cash at beginning of year	2015-12-31	$1,555
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	$497,326
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$16,818,058
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,320,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$2,773
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$15,595,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$14,366,477
Interest on participant loans	2015-12-31	$19,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$670,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$670,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-868,563
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	$378,925
Employer contributions (assets) at end of year	2015-12-31	$14,201
Employer contributions (assets) at beginning of year	2015-12-31	$9,512
Income. Dividends from common stock	2015-12-31	$10,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$779,425
Contract administrator fees	2015-12-31	$15,577
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	2015-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$714,620
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$774,451
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
Aggregate proceeds on sale of assets	2015-12-31	$261,814
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$266,878
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2015-12-31	952036255
2014 : OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$60,705
Total unrealized appreciation/depreciation of assets	2014-12-31	$60,705
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$29,553
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,111,002
Total loss/gain on sale of assets	2014-12-31	$-7,946
Total of all expenses incurred	2014-12-31	$774,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$684,863
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$59,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,358,471
Value of total assets at end of year	2014-12-31	$16,320,732
Value of total assets at beginning of year	2014-12-31	$15,013,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$29,516
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$19,227
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$825,685
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	$814,423
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$28,679
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$988,504
Participant contributions at end of year	2014-12-31	$471,170
Participant contributions at beginning of year	2014-12-31	$495,989
Participant contributions at end of year	2014-12-31	$26,930
Participant contributions at beginning of year	2014-12-31	$22,659
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$52,937
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$1,216
Administrative expenses (other) incurred	2014-12-31	$837
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$1,555
Total non interest bearing cash at beginning of year	2014-12-31	$10,073
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
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$1,336,986
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,320,732
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$14,983,746
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
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$14,366,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,521,005
Interest on participant loans	2014-12-31	$19,139
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$670,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$948,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$948,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$88
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-146,356
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$317,030
Employer contributions (assets) at end of year	2014-12-31	$9,512
Employer contributions (assets) at beginning of year	2014-12-31	$8,101
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$11,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$684,863
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$774,451
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$1,006,747
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$29,553
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
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
Aggregate proceeds on sale of assets	2014-12-31	$1,363,350
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$1,371,296
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2014-12-31	952036255
2013 : OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$220,570
Total unrealized appreciation/depreciation of assets	2013-12-31	$220,570
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$29,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,378,002
Total loss/gain on sale of assets	2013-12-31	$53,270
Total of all expenses incurred	2013-12-31	$1,180,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,118,744
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$34,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,195,074
Value of total assets at end of year	2013-12-31	$15,013,299
Value of total assets at beginning of year	2013-12-31	$12,786,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$27,856
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$18,990
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$433,350
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	$415,733
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$27,362
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
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	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$875,687
Participant contributions at end of year	2013-12-31	$495,989
Participant contributions at beginning of year	2013-12-31	$495,949
Participant contributions at end of year	2013-12-31	$22,659
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$232
Administrative expenses (other) incurred	2013-12-31	$494
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$10,073
Total non interest bearing cash at beginning of year	2013-12-31	$44,439
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
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$2,197,390
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,983,746
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,786,356
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
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,521,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,323,219
Interest on participant loans	2013-12-31	$18,785
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$948,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,059,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,059,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$205
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,456,516
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$319,387
Employer contributions (assets) at end of year	2013-12-31	$8,101
Employer contributions (assets) at beginning of year	2013-12-31	$0
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$17,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,118,744
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$1,006,747
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$863,585
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$29,553
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$1,910,751
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$1,857,481
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2013-12-31	952036255
2012 : OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$89,797
Total unrealized appreciation/depreciation of assets	2012-12-31	$89,797
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Expenses. Interest paid	2012-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,437,276
Total loss/gain on sale of assets	2012-12-31	$12,480
Total of all expenses incurred	2012-12-31	$743,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$655,867
Expenses. Certain deemed distributions of participant loans	2012-12-31	$30,242
Value of total corrective distributions	2012-12-31	$29,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,140,178
Value of total assets at end of year	2012-12-31	$12,786,356
Value of total assets at beginning of year	2012-12-31	$11,092,355
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$27,644
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$24,151
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$433,181
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	$415,725
Administrative expenses professional fees incurred	2012-12-31	$27,362
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$832,507
Participant contributions at end of year	2012-12-31	$495,949
Participant contributions at beginning of year	2012-12-31	$483,112
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$22,591
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$3,121
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$146
Other income not declared elsewhere	2012-12-31	$6
Administrative expenses (other) incurred	2012-12-31	$282
Total non interest bearing cash at end of year	2012-12-31	$44,439
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$1,694,001
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,786,356
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,092,355
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
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,323,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,623,383
Interest on participant loans	2012-12-31	$23,849
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$0
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,059,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,211,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,211,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$302
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$737,483
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$304,550
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$7,453
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$17,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$655,867
Contract administrator fees	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$863,585
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$744,116
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$1,079,353
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$1,066,873
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2012-12-31	952036255
2011 : OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-29,458
Total unrealized appreciation/depreciation of assets	2011-12-31	$-29,458
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Expenses. Interest paid	2011-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$990,040
Total loss/gain on sale of assets	2011-12-31	$-18,097
Total of all expenses incurred	2011-12-31	$620,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$531,886
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$59,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,214,293
Value of total assets at end of year	2011-12-31	$11,092,355
Value of total assets at beginning of year	2011-12-31	$10,722,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$29,155
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$17,667
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$297,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$262,642
Administrative expenses professional fees incurred	2011-12-31	$28,877
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$892,044
Participant contributions at end of year	2011-12-31	$483,112
Participant contributions at beginning of year	2011-12-31	$358,037
Participant contributions at end of year	2011-12-31	$22,591
Participant contributions at beginning of year	2011-12-31	$39,352
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$7,990
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$146
Other income not declared elsewhere	2011-12-31	$65
Administrative expenses (other) incurred	2011-12-31	$278
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$369,438
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,092,355
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,722,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,623,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,641,349
Interest on participant loans	2011-12-31	$17,164
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,211,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$890,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$890,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$503
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-491,654
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$314,259
Employer contributions (assets) at end of year	2011-12-31	$7,453
Employer contributions (assets) at beginning of year	2011-12-31	$14,546
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$34,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$531,886
Contract administrator fees	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$744,116
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$778,880
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$840,917
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$859,014
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2011-12-31	952036255
2010 : OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$86,337
Total unrealized appreciation/depreciation of assets	2010-12-31	$86,337
Total transfer of assets from this plan	2010-12-31	$1,229,861
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,450,209
Total loss/gain on sale of assets	2010-12-31	$7,246
Total of all expenses incurred	2010-12-31	$568,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$551,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,297,808
Value of total assets at end of year	2010-12-31	$10,722,917
Value of total assets at beginning of year	2010-12-31	$10,070,603
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$16,269
Total interest from all sources	2010-12-31	$13,993
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$257,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$244,712
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$926,543
Participant contributions at end of year	2010-12-31	$358,037
Participant contributions at beginning of year	2010-12-31	$269,759
Participant contributions at end of year	2010-12-31	$39,352
Participant contributions at beginning of year	2010-12-31	$27,088
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$60,564
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$146
Other income not declared elsewhere	2010-12-31	$293
Administrative expenses (other) incurred	2010-12-31	$2,220
Total non interest bearing cash at end of year	2010-12-31	$25
Total non interest bearing cash at beginning of year	2010-12-31	$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,882,175
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,722,917
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,070,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$14,049
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,641,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,053,409
Interest on participant loans	2010-12-31	$13,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$890,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$929,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$929,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$692
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$786,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$310,701
Employer contributions (assets) at end of year	2010-12-31	$14,546
Employer contributions (assets) at beginning of year	2010-12-31	$13,367
Income. Dividends from common stock	2010-12-31	$13,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$551,765
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$778,880
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$777,447
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$775,114
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$767,868
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2010-12-31	952036255
2009 : OBERMAN, TIVOLI & PICKERT 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 OBERMAN, TIVOLI & PICKERT 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

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

Policy contract number

R00090

Policy instance

Insurance contract or identification number	R00090
Number of Individuals Covered	1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

R00090

Policy instance

Insurance contract or identification number	R00090
Number of Individuals Covered	53
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

R00090

Policy instance

Insurance contract or identification number	R00090
Number of Individuals Covered	50
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

R00090

Policy instance

Insurance contract or identification number	R00090
Number of Individuals Covered	58
Insurance policy start date	2017-06-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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See full terms and conditions

Company Name:	OBERMAN, TIVOLI & PICKERT, INC.
Employer identification number (EIN):	954219514
NAIC Classification:	541219
NAIC Description:	Other Accounting Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1989-05-18
Company Identification Number:	C1640601
Legal Registered Office Address:	500 S Sepulveda Blvd, 4th Floor Los Angeles United States of America (USA) 90049

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	BARRY OBERMAN	2023-01-17
001	2021-01-01	BARRY OBERMAN	2022-10-13
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	SANAA WADSWORTH
001	2016-01-01	SANAA WADSWORTH
001	2015-01-01	SANAA WADSWORTH
001	2014-01-01	SANAA WADSWORTH
001	2013-01-01	SANAA WADSWORTH
001	2012-01-01	SANAA WADSWORTH
001	2011-01-01	SANAA WADSWORTH
001	2010-01-01	SANAA WADSWORTH
001	2009-01-01	RUSSELL DAVIS