401k Plan data: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & plan

EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 401k Plan overview

Plan Name	EDWIN SCHLOSSBERG INCORPORATED SAVINGS &
Plan identification number	001

EDWIN SCHLOSSBERG INCORPORATED SAVINGS & Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EDWIN SCHLOSSBERG INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: EDWIN SCHLOSSBERG INCORPORATED

Employer identification number (EIN): 042584401

NAIC Classification: 541400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWIN SCHLOSSBERG INCORPORATED SAVINGS &

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 AMANDA AGULNICK 2018-12-04
001 2015-01-01 SUSAN OKON SUSAN OKON 2016-06-09
001 2014-01-01 SUSAN OKON
001 2013-01-01 SUSAN OKON SUSAN OKON 2014-06-23
001 2012-01-01 SUSAN OKON SUSAN OKON 2013-09-16
001 2011-01-01 SUSAN OKON
001 2010-01-01 SUSAN OKON
001 2009-01-01 SUSAN OKON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	AMANDA AGULNICK	2018-12-04
001	2015-01-01	SUSAN OKON		SUSAN OKON	2016-06-09
001	2014-01-01	SUSAN OKON
001	2013-01-01	SUSAN OKON		SUSAN OKON	2014-06-23
001	2012-01-01	SUSAN OKON		SUSAN OKON	2013-09-16
001	2011-01-01	SUSAN OKON
001	2010-01-01	SUSAN OKON
001	2009-01-01	SUSAN OKON

Plan Statistics for EDWIN SCHLOSSBERG INCORPORATED SAVINGS &

401k plan membership statisitcs for EDWIN SCHLOSSBERG INCORPORATED SAVINGS &

Measure Date Value
2015: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2015 401k membership
Total participants, beginning-of-year 2015-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 88
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 3
Total of all active and inactive participants 2015-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 91
Number of participants with account balances 2015-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2014 401k membership
Total participants, beginning-of-year 2014-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 78
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 5
Total of all active and inactive participants 2014-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 83
Number of participants with account balances 2014-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2013 401k membership
Total participants, beginning-of-year 2013-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 78
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 6
Total of all active and inactive participants 2013-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 84
Number of participants with account balances 2013-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2012 401k membership
Total participants, beginning-of-year 2012-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 81
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 89
Number of participants with account balances 2012-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2011 401k membership
Total participants, beginning-of-year 2011-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 83
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 4
Total of all active and inactive participants 2011-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 87
Number of participants with account balances 2011-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2010 401k membership
Total participants, beginning-of-year 2010-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 81
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 90
Number of participants with account balances 2010-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2009 401k membership
Total participants, beginning-of-year 2009-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 80
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 9
Total of all active and inactive participants 2009-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 89
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 1

Measure	Date	Value
2015: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2015 401k membership
Total participants, beginning-of-year	2015-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	88
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	3
Total of all active and inactive participants	2015-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	91
Number of participants with account balances	2015-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2014 401k membership
Total participants, beginning-of-year	2014-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	78
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	5
Total of all active and inactive participants	2014-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	83
Number of participants with account balances	2014-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2013 401k membership
Total participants, beginning-of-year	2013-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	78
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	6
Total of all active and inactive participants	2013-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	84
Number of participants with account balances	2013-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2012 401k membership
Total participants, beginning-of-year	2012-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	81
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	89
Number of participants with account balances	2012-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2011 401k membership
Total participants, beginning-of-year	2011-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	83
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	4
Total of all active and inactive participants	2011-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	87
Number of participants with account balances	2011-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2010 401k membership
Total participants, beginning-of-year	2010-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	81
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	90
Number of participants with account balances	2010-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2009 401k membership
Total participants, beginning-of-year	2009-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	80
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	9
Total of all active and inactive participants	2009-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	89
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	1

Financial Data on EDWIN SCHLOSSBERG INCORPORATED SAVINGS &

Measure	Date	Value
2015 : EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2015 401k financial data
Total income from all sources	2015-12-31	$357,520
Expenses. Total of all expenses incurred	2015-12-31	$248,482
Benefits paid (including direct rollovers)	2015-12-31	$207,283
Total plan assets at end of year	2015-12-31	$3,762,089
Total plan assets at beginning of year	2015-12-31	$3,653,051
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$368,483
Other income received	2015-12-31	$-43,059
Net income (gross income less expenses)	2015-12-31	$109,038
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,762,089
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,653,051
Assets. Value of participant loans	2015-12-31	$10,539
Total contributions received or receivable from employer(s)	2015-12-31	$32,096
Value of corrective distributions	2015-12-31	$22,199
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$19,000
2014 : EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2014 401k financial data
Total income from all sources	2014-12-31	$417,600
Expenses. Total of all expenses incurred	2014-12-31	$292,473
Benefits paid (including direct rollovers)	2014-12-31	$250,520
Total plan assets at end of year	2014-12-31	$3,653,051
Total plan assets at beginning of year	2014-12-31	$3,527,924
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$263,372
Contributions received from other sources (not participants or employers)	2014-12-31	$7,659
Other income received	2014-12-31	$122,938
Net income (gross income less expenses)	2014-12-31	$125,127
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,653,051
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,527,924
Total contributions received or receivable from employer(s)	2014-12-31	$23,631
Value of corrective distributions	2014-12-31	$23,847
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$18,106
2013 : EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2013 401k financial data
Total income from all sources	2013-12-31	$808,412
Expenses. Total of all expenses incurred	2013-12-31	$429,897
Benefits paid (including direct rollovers)	2013-12-31	$417,924
Total plan assets at end of year	2013-12-31	$3,527,924
Total plan assets at beginning of year	2013-12-31	$3,149,409
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$212,676
Other income received	2013-12-31	$577,027
Net income (gross income less expenses)	2013-12-31	$378,515
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,527,924
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,149,409
Total contributions received or receivable from employer(s)	2013-12-31	$18,709
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$11,973
2012 : EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2012 401k financial data
Total income from all sources	2012-12-31	$522,806
Expenses. Total of all expenses incurred	2012-12-31	$358,412
Benefits paid (including direct rollovers)	2012-12-31	$341,414
Total plan assets at end of year	2012-12-31	$3,149,409
Total plan assets at beginning of year	2012-12-31	$2,985,015
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$208,907
Expenses. Other expenses not covered elsewhere	2012-12-31	$16,998
Other income received	2012-12-31	$297,920
Net income (gross income less expenses)	2012-12-31	$164,394
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,149,409
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,985,015
Assets. Value of participant loans	2012-12-31	$30,582
Total contributions received or receivable from employer(s)	2012-12-31	$15,979
2011 : EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2011 401k financial data
Total income from all sources	2011-12-31	$106,210
Expenses. Total of all expenses incurred	2011-12-31	$1,214,971
Benefits paid (including direct rollovers)	2011-12-31	$1,169,333
Total plan assets at end of year	2011-12-31	$2,985,015
Total plan assets at beginning of year	2011-12-31	$4,093,776
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$222,565
Expenses. Other expenses not covered elsewhere	2011-12-31	$45,638
Other income received	2011-12-31	$-138,796
Net income (gross income less expenses)	2011-12-31	$-1,108,761
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,985,015
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,093,776
Total contributions received or receivable from employer(s)	2011-12-31	$22,441
2010 : EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2010 401k financial data
Total income from all sources	2010-12-31	$763,589
Expenses. Total of all expenses incurred	2010-12-31	$138,346
Benefits paid (including direct rollovers)	2010-12-31	$94,315
Total plan assets at end of year	2010-12-31	$4,093,776
Total plan assets at beginning of year	2010-12-31	$3,468,533
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$269,013
Expenses. Other expenses not covered elsewhere	2010-12-31	$44,031
Other income received	2010-12-31	$467,038
Net income (gross income less expenses)	2010-12-31	$625,243
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,093,776
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,468,533
Assets. Value of participant loans	2010-12-31	$6,799
Total contributions received or receivable from employer(s)	2010-12-31	$27,538
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 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 EDWIN SCHLOSSBERG INCORPORATED SAVINGS &

2015: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 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: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 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: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 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: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 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: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 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: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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: EDWIN SCHLOSSBERG INCORPORATED SAVINGS & 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

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Company Name:	EDWIN SCHLOSSBERG INCORPORATED
Employer identification number (EIN):	042584401
NAIC Classification:	541400