401k Plan data: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN plan

MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN
Plan identification number	001

MILSTEIN ADELMAN, LLP 401(K) RETIREMENT 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MILSTEIN, JACKSON, FAIRCHILD & WADE, LLP has sponsored the creation of one or more 401k plans.

Company Name: MILSTEIN, JACKSON, FAIRCHILD & WADE, LLP

Employer identification number (EIN): 954598207

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01 BETH PIERIK 2019-10-09
001 2017-01-01
001 2016-01-01
001 2015-01-01 BETH PIERIK
001 2014-01-01 BETH PIERIK
001 2013-01-01 BETH PIERIK 2014-09-02 MILSTEIN ADELMAN, LLP 2014-09-02
001 2012-01-01 BETH PIERIK 2013-10-10 MILSTEIN ADELMAN, LLP 2013-10-10
001 2011-01-01 BETH PIERIK 2012-10-12 BETH PIERIK 2012-10-12
001 2010-01-01 BETH PIERIK 2011-09-30
001 2009-01-01 BETH PIERIK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01	BETH PIERIK	2019-10-09
001	2017-01-01
001	2016-01-01
001	2015-01-01	BETH PIERIK
001	2014-01-01	BETH PIERIK
001	2013-01-01	BETH PIERIK	2014-09-02	MILSTEIN ADELMAN, LLP	2014-09-02
001	2012-01-01	BETH PIERIK	2013-10-10	MILSTEIN ADELMAN, LLP	2013-10-10
001	2011-01-01	BETH PIERIK	2012-10-12	BETH PIERIK	2012-10-12
001	2010-01-01	BETH PIERIK	2011-09-30
001	2009-01-01	BETH PIERIK

Plan Statistics for MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN

401k plan membership statisitcs for MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN

Measure Date Value
2022: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 37
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 48
Number of participants with account balances 2022-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 45
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 61
Number of participants with account balances 2021-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 48
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 18
Total of all active and inactive participants 2020-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 66
Number of participants with account balances 2020-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 49
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 42
Total of all active and inactive participants 2019-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 91
Number of participants with account balances 2019-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 57
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 18
Total of all active and inactive participants 2018-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 75
Number of participants with account balances 2018-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2015: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 71
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 31
Total of all active and inactive participants 2015-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 102
Number of participants with account balances 2015-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 92
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 23
Total of all active and inactive participants 2014-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 115
Number of participants with account balances 2014-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2009: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 77
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 14
Total of all active and inactive participants 2009-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 91
Number of participants with account balances 2009-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2022: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	37
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	48
Number of participants with account balances	2022-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	45
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	61
Number of participants with account balances	2021-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	48
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	18
Total of all active and inactive participants	2020-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	66
Number of participants with account balances	2020-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	49
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	42
Total of all active and inactive participants	2019-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	91
Number of participants with account balances	2019-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	57
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	18
Total of all active and inactive participants	2018-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	75
Number of participants with account balances	2018-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2015: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	71
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	31
Total of all active and inactive participants	2015-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	102
Number of participants with account balances	2015-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	92
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	23
Total of all active and inactive participants	2014-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	115
Number of participants with account balances	2014-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2009: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	77
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	14
Total of all active and inactive participants	2009-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	91
Number of participants with account balances	2009-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,430,062
Expenses. Total of all expenses incurred	2022-12-31	$132,995
Benefits paid (including direct rollovers)	2022-12-31	$111,866
Total plan assets at end of year	2022-12-31	$6,948,427
Total plan assets at beginning of year	2022-12-31	$8,511,484
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$14,570
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,444,632
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,563,057
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,948,427
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,511,484
Assets. Value of participant loans	2022-12-31	$183,893
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$10,192
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$10,937
2021 : MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,193,647
Expenses. Total of all expenses incurred	2021-12-31	$677,159
Benefits paid (including direct rollovers)	2021-12-31	$528,722
Total plan assets at end of year	2021-12-31	$8,511,484
Total plan assets at beginning of year	2021-12-31	$7,994,996
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$118,329
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,052,994
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$516,488
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,511,484
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,994,996
Assets. Value of participant loans	2021-12-31	$91,117
Total contributions received or receivable from employer(s)	2021-12-31	$22,324
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$136,178
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$12,259
2020 : MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,207,931
Expenses. Total of all expenses incurred	2020-12-31	$1,130,078
Benefits paid (including direct rollovers)	2020-12-31	$1,055,851
Total plan assets at end of year	2020-12-31	$7,994,996
Total plan assets at beginning of year	2020-12-31	$7,917,143
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$205,119
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,002,812
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$77,853
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,994,996
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,917,143
Assets. Value of participant loans	2020-12-31	$102,384
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$197,399
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$49,885
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$24,342
2019 : MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,614,373
Expenses. Total of all expenses incurred	2019-12-31	$684,822
Benefits paid (including direct rollovers)	2019-12-31	$663,312
Total plan assets at end of year	2019-12-31	$7,917,143
Total plan assets at beginning of year	2019-12-31	$6,987,592
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$265,553
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,348,820
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$929,551
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,917,143
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,987,592
Assets. Value of participant loans	2019-12-31	$146,954
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$424,210
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$21,510
2018 : MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$128,145
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,071,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,033,336
Expenses. Certain deemed distributions of participant loans	2018-12-31	$3,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$573,276
Value of total assets at end of year	2018-12-31	$6,987,592
Value of total assets at beginning of year	2018-12-31	$7,931,179
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$34,740
Total interest from all sources	2018-12-31	$7,881
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$34,740
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
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	$377,625
Participant contributions at end of year	2018-12-31	$154,376
Participant contributions at beginning of year	2018-12-31	$141,848
Participant contributions at end of year	2018-12-31	$159,890
Participant contributions at beginning of year	2018-12-31	$46,797
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$46
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$2,667
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	$-943,587
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,987,592
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,931,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,960,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,183,451
Interest on participant loans	2018-12-31	$7,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$332,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$372,243
Net investment gain/loss from pooled separate accounts	2018-12-31	$-453,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$195,651
Employer contributions (assets) at end of year	2018-12-31	$379,824
Employer contributions (assets) at beginning of year	2018-12-31	$184,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,033,336
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GALGAS RUSSELL WEBER, LLP
Accountancy firm EIN	2018-12-31	953535236
2015 : MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
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	$483,177
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$176,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$163,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$536,714
Value of total assets at end of year	2015-12-31	$6,764,130
Value of total assets at beginning of year	2015-12-31	$6,457,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$12,435
Total interest from all sources	2015-12-31	$11,958
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$417,924
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	$417,924
Administrative expenses professional fees incurred	2015-12-31	$180
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	$340,560
Participant contributions at end of year	2015-12-31	$340,727
Participant contributions at beginning of year	2015-12-31	$308,540
Participant contributions at end of year	2015-12-31	$35,142
Participant contributions at beginning of year	2015-12-31	$11,027
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$9,443
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$3,201
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$4,176
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	$306,971
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,764,130
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,457,159
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	$11,310
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,876,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,643,438
Interest on participant loans	2015-12-31	$11,958
Value of interest in common/collective trusts at end of year	2015-12-31	$378,319
Value of interest in common/collective trusts at beginning of year	2015-12-31	$453,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-484,991
Net investment gain or loss from common/collective trusts	2015-12-31	$-2,604
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	Yes
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	$186,711
Employer contributions (assets) at end of year	2015-12-31	$130,409
Employer contributions (assets) at beginning of year	2015-12-31	$40,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$163,771
Contract administrator fees	2015-12-31	$945
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
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GALGAS RUSSELL WEBER LLP
Accountancy firm EIN	2015-12-31	953535236
2014 : MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	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	$0
Total income from all sources (including contributions)	2014-12-31	$869,161
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$637,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$633,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$597,935
Value of total assets at end of year	2014-12-31	$6,457,159
Value of total assets at beginning of year	2014-12-31	$6,225,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,002
Total interest from all sources	2014-12-31	$11,148
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$408,434
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	$408,434
Administrative expenses professional fees incurred	2014-12-31	$2,288
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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	$374,171
Participant contributions at end of year	2014-12-31	$308,540
Participant contributions at beginning of year	2014-12-31	$223,312
Participant contributions at end of year	2014-12-31	$11,027
Participant contributions at beginning of year	2014-12-31	$23,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$231,760
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,457,159
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,225,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,643,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,564,939
Interest on participant loans	2014-12-31	$11,148
Value of interest in common/collective trusts at end of year	2014-12-31	$453,547
Value of interest in common/collective trusts at beginning of year	2014-12-31	$375,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-171,994
Net investment gain or loss from common/collective trusts	2014-12-31	$23,638
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
Contributions received in cash from employer	2014-12-31	$223,764
Employer contributions (assets) at end of year	2014-12-31	$40,607
Employer contributions (assets) at beginning of year	2014-12-31	$38,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$633,399
Contract administrator fees	2014-12-31	$1,714
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GALGAS RUSSELL WEBER LLP
Accountancy firm EIN	2014-12-31	953535236
2009 : MILSTEIN ADELMAN, LLP 401(K) RETIREMENT 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 MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN

2022: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT 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 – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT 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
2015: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT 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: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT 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
2009: MILSTEIN ADELMAN, LLP 401(K) RETIREMENT 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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512679-000

Policy instance

Insurance contract or identification number	512679-000
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-02-28
Total amount of commissions paid to insurance broker	USD $174
Total amount of fees paid to insurance company	USD $571
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	571
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512679-000

Policy instance

Insurance contract or identification number	512679-000
Number of Individuals Covered	75
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $972
Total amount of fees paid to insurance company	USD $3,510
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3510
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	5

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Company Name:	MILSTEIN, JACKSON, FAIRCHILD & WADE, LLP
Employer identification number (EIN):	954598207
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers