401k Plan data: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN plan

ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 401k Plan overview

Plan Name	ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN
Plan identification number	002

ANSON O. REGO, AAL, ALC 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Life insurance

401k Sponsoring company profile

ANSON O. REGO, AAL, ALC has sponsored the creation of one or more 401k plans.

Company Name: ANSON O. REGO, AAL, ALC

Employer identification number (EIN): 990182797

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 ANSON REGO 2023-07-31 ANSON REGO 2023-07-31
002 2021-01-01 ANSON REGO 2022-09-19 ANSON REGO 2022-09-19
002 2020-01-01 ANSON REGO 2021-08-30
002 2019-01-01 ANSON REGO 2020-10-13
002 2018-01-01
002 2017-01-01 ANSON REGO
002 2016-01-01 ANSON REGO
002 2015-01-01 ANSON REGO
002 2014-01-01 ANSON REGO
002 2014-01-01 ANSON REGO
002 2013-01-01 ANSON REGO
002 2012-01-01 ANSON REGO
002 2011-01-01 ANSON REGO
002 2010-01-01 ANSON REGO
002 2009-01-01 ANSON REGO
002 2009-01-01 ANSON REGO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	ANSON REGO	2023-07-31	ANSON REGO	2023-07-31
002	2021-01-01	ANSON REGO	2022-09-19	ANSON REGO	2022-09-19
002	2020-01-01	ANSON REGO	2021-08-30
002	2019-01-01	ANSON REGO	2020-10-13
002	2018-01-01
002	2017-01-01	ANSON REGO
002	2016-01-01	ANSON REGO
002	2015-01-01	ANSON REGO
002	2014-01-01	ANSON REGO
002	2014-01-01	ANSON REGO
002	2013-01-01	ANSON REGO
002	2012-01-01	ANSON REGO
002	2011-01-01	ANSON REGO
002	2010-01-01	ANSON REGO
002	2009-01-01	ANSON REGO
002	2009-01-01	ANSON REGO

Plan Statistics for ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN

401k plan membership statisitcs for ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN

Measure Date Value
2018: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
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 0
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
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 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 1
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 1
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 1
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 2
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
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 1
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 1
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
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	0
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
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	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	1
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	1
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	1
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	2
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
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	1
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	1
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN

Measure	Date	Value
2018 : ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$775
Total plan liabilities at beginning of year	2018-12-31	$775
Total income from all sources	2018-12-31	$3,617
Expenses. Total of all expenses incurred	2018-12-31	$26,980
Benefits paid (including direct rollovers)	2018-12-31	$23,614
Total plan assets at end of year	2018-12-31	$557,270
Total plan assets at beginning of year	2018-12-31	$580,633
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$2,979
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-23,883
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-23,363
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$556,495
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$579,858
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$27,500
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$775
Total plan liabilities at beginning of year	2017-12-31	$775
Total income from all sources	2017-12-31	$51,229
Expenses. Total of all expenses incurred	2017-12-31	$23,263
Benefits paid (including direct rollovers)	2017-12-31	$21,788
Total plan assets at end of year	2017-12-31	$580,633
Total plan assets at beginning of year	2017-12-31	$552,667
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,064
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$20,729
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$27,966
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$579,858
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$551,892
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$50,042
Total contributions received or receivable from employer(s)	2017-12-31	$30,500
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$411
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$775
Total plan liabilities at beginning of year	2016-12-31	$2,000
Total income from all sources	2016-12-31	$37,457
Expenses. Total of all expenses incurred	2016-12-31	$24,928
Benefits paid (including direct rollovers)	2016-12-31	$20,704
Total plan assets at end of year	2016-12-31	$552,667
Total plan assets at beginning of year	2016-12-31	$541,363
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$3,971
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$16,957
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$12,529
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$551,892
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$539,363
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$50,042
Total contributions received or receivable from employer(s)	2016-12-31	$20,500
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$253
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$2,000
Total plan liabilities at beginning of year	2015-12-31	$2,000
Total income from all sources	2015-12-31	$26,256
Expenses. Total of all expenses incurred	2015-12-31	$36,887
Benefits paid (including direct rollovers)	2015-12-31	$31,213
Total plan assets at end of year	2015-12-31	$541,363
Total plan assets at beginning of year	2015-12-31	$551,994
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$5,674
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$7,256
Net income (gross income less expenses)	2015-12-31	$-10,631
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$539,363
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$549,994
Assets. Value of participant loans	2015-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$50,042
Total contributions received or receivable from employer(s)	2015-12-31	$19,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$2,000
Total plan liabilities at beginning of year	2014-12-31	$2,000
Total income from all sources	2014-12-31	$77,099
Expenses. Total of all expenses incurred	2014-12-31	$23,997
Benefits paid (including direct rollovers)	2014-12-31	$19,664
Total plan assets at end of year	2014-12-31	$581,993
Total plan assets at beginning of year	2014-12-31	$528,891
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$4,298
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$28,199
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$53,102
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$579,993
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$526,891
Assets. Value of participant loans	2014-12-31	$10,000
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$50,000
Total contributions received or receivable from employer(s)	2014-12-31	$48,900
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$35
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$51,743
Expenses. Total of all expenses incurred	2013-12-31	$21,055
Benefits paid (including direct rollovers)	2013-12-31	$16,116
Total plan assets at end of year	2013-12-31	$517,791
Total plan assets at beginning of year	2013-12-31	$487,103
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$4,652
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$28,243
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$30,688
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$517,791
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$487,103
Assets. Value of participant loans	2013-12-31	$10,000
Total contributions received or receivable from employer(s)	2013-12-31	$23,500
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$287
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$2,000
Total plan liabilities at beginning of year	2012-12-31	$1,177
Total income from all sources	2012-12-31	$41,349
Expenses. Total of all expenses incurred	2012-12-31	$10,569
Benefits paid (including direct rollovers)	2012-12-31	$9,747
Total plan assets at end of year	2012-12-31	$489,103
Total plan assets at beginning of year	2012-12-31	$457,500
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$192
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$22,349
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$30,780
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$487,103
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$456,323
Assets. Value of participant loans	2012-12-31	$10,000
Total contributions received or receivable from employer(s)	2012-12-31	$19,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$630
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$1,177
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$17,119
Expenses. Total of all expenses incurred	2011-12-31	$1,677
Benefits paid (including direct rollovers)	2011-12-31	$1,177
Total plan assets at end of year	2011-12-31	$457,500
Total plan assets at beginning of year	2011-12-31	$440,881
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$500
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$13,119
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$15,442
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$456,323
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$440,881
Assets. Value of participant loans	2011-12-31	$12,000
Total contributions received or receivable from employer(s)	2011-12-31	$4,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$21,840
Expenses. Total of all expenses incurred	2010-12-31	$58,413
Benefits paid (including direct rollovers)	2010-12-31	$53,461
Total plan assets at end of year	2010-12-31	$440,881
Total plan assets at beginning of year	2010-12-31	$477,454
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$21,840
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-36,573
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$440,881
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$477,454
Assets. Value of participant loans	2010-12-31	$2,000
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,952
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ANSON O. REGO, AAL, ALC 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 ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN

2018: ANSON O. REGO, AAL, ALC 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 – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ANSON O. REGO, AAL, ALC 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 – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ANSON O. REGO, AAL, ALC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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: ANSON O. REGO, AAL, ALC 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: ANSON O. REGO, AAL, ALC 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: ANSON O. REGO, AAL, ALC 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: ANSON O. REGO, AAL, ALC 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

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

Policy contract number

40233

Policy instance

Insurance contract or identification number	40233
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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

Policy contract number

40233

Policy instance

Insurance contract or identification number	40233
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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

Policy contract number

40233

Policy instance

Insurance contract or identification number	40233
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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Company Name:	ANSON O. REGO, AAL, ALC
Employer identification number (EIN):	990182797
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers