401k Plan data: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN plan

KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 401k Plan overview

Plan Name	KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN
Plan identification number	001

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

401k Sponsoring company profile

KOEHLER & ISAACS LLP has sponsored the creation of one or more 401k plans.

Company Name: KOEHLER & ISAACS LLP

Employer identification number (EIN): 134051500

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about KOEHLER & ISAACS LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2012-03-01

Company Identification Number: 4210421

Legal Registered Office Address: 61 BROADWAY 25TH FLOOR

NEW YORK
United States of America (USA)
10004

More information about KOEHLER & ISAACS LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 BRONYA VYGODSKAYA
001 2017-01-01 MARIA RIZZO
001 2016-01-01 BRONYA VYGODSKAYA
001 2015-01-01 BRONYA VYGODSKAYA
001 2014-01-01 BRONYA VYGODSKAYA
001 2013-01-01 BRONYA VYGODSKAYA
001 2012-01-01 BRONYA VYGODSKAYA
001 2011-01-01 BRONYA VYGODSKAYA
001 2009-01-01 BRONYA VYGODSKAYA

Plan Statistics for KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN

401k plan membership statisitcs for KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN

Measure Date Value
2021: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
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 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
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 24
Total of all active and inactive participants 2020-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 30
Number of participants with account balances 2020-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 37
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 8
Total of all active and inactive participants 2019-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 45
Number of participants with account balances 2019-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 34
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 9
Total of all active and inactive participants 2018-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 43
Number of participants with account balances 2018-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 36
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 7
Total of all active and inactive participants 2017-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 43
Number of participants with account balances 2017-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 36
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 6
Total of all active and inactive participants 2016-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 42
Number of participants with account balances 2016-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 38
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 5
Total of all active and inactive participants 2015-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 43
Number of participants with account balances 2015-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 37
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 7
Total of all active and inactive participants 2014-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 44
Number of participants with account balances 2014-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 37
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 8
Total of all active and inactive participants 2013-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 45
Number of participants with account balances 2013-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 38
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 10
Total of all active and inactive participants 2012-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 48
Number of participants with account balances 2012-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
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 13
Total of all active and inactive participants 2011-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 50
Number of participants with account balances 2011-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 38
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 10
Total of all active and inactive participants 2009-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 48
Number of participants with account balances 2009-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2021: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
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	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
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	24
Total of all active and inactive participants	2020-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	30
Number of participants with account balances	2020-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	37
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	8
Total of all active and inactive participants	2019-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	45
Number of participants with account balances	2019-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	34
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	9
Total of all active and inactive participants	2018-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	43
Number of participants with account balances	2018-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	36
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	7
Total of all active and inactive participants	2017-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	43
Number of participants with account balances	2017-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	36
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	6
Total of all active and inactive participants	2016-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	42
Number of participants with account balances	2016-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	38
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	5
Total of all active and inactive participants	2015-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	43
Number of participants with account balances	2015-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	37
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	7
Total of all active and inactive participants	2014-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	44
Number of participants with account balances	2014-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	37
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	8
Total of all active and inactive participants	2013-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	45
Number of participants with account balances	2013-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	38
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	10
Total of all active and inactive participants	2012-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	48
Number of participants with account balances	2012-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
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	13
Total of all active and inactive participants	2011-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	50
Number of participants with account balances	2011-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	38
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	10
Total of all active and inactive participants	2009-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	48
Number of participants with account balances	2009-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN

Measure	Date	Value
2021 : KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-07-23	$0
Total plan liabilities at end of year	2021-07-23	$0
Total plan liabilities at beginning of year	2021-07-23	$0
Total income from all sources	2021-07-23	$311,985
Expenses. Total of all expenses incurred	2021-07-23	$5,360,644
Benefits paid (including direct rollovers)	2021-07-23	$5,360,587
Total plan assets at end of year	2021-07-23	$0
Total plan assets at beginning of year	2021-07-23	$5,048,659
Value of fidelity bond covering the plan	2021-07-23	$500,000
Total contributions received or receivable from participants	2021-07-23	$22,485
Expenses. Other expenses not covered elsewhere	2021-07-23	$0
Contributions received from other sources (not participants or employers)	2021-07-23	$0
Other income received	2021-07-23	$289,500
Noncash contributions received	2021-07-23	$0
Net income (gross income less expenses)	2021-07-23	$-5,048,659
Net plan assets at end of year (total assets less liabilities)	2021-07-23	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-07-23	$5,048,659
Assets. Value of participant loans	2021-07-23	$0
Total contributions received or receivable from employer(s)	2021-07-23	$0
Value of certain deemed distributions of participant loans	2021-07-23	$0
Value of corrective distributions	2021-07-23	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-07-23	$57
2020 : KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING 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	$1,323,679
Expenses. Total of all expenses incurred	2020-12-31	$3,172,672
Benefits paid (including direct rollovers)	2020-12-31	$3,170,788
Total plan assets at end of year	2020-12-31	$5,048,659
Total plan assets at beginning of year	2020-12-31	$6,897,652
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$231,032
Assets. Value of loans (other than to participants)	2020-12-31	$0
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	$1,092,647
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-1,848,993
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,048,659
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,897,652
Assets. Value of participant loans	2020-12-31	$4,730
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
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	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,884
2019 : KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING 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	$1,549,105
Expenses. Total of all expenses incurred	2019-12-31	$102,398
Benefits paid (including direct rollovers)	2019-12-31	$100,212
Total plan assets at end of year	2019-12-31	$6,897,652
Total plan assets at beginning of year	2019-12-31	$5,450,945
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$247,494
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	$1,301,611
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,446,707
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,897,652
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,450,945
Assets. Value of participant loans	2019-12-31	$64,358
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	$2,186
2018 : KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-85,445
Expenses. Total of all expenses incurred	2018-12-31	$144,383
Benefits paid (including direct rollovers)	2018-12-31	$142,993
Total plan assets at end of year	2018-12-31	$5,450,945
Total plan assets at beginning of year	2018-12-31	$5,680,773
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$189,740
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-275,185
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-229,828
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,450,945
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,680,773
Assets. Value of participant loans	2018-12-31	$70,383
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	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$0
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	$1,390
2017 : KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,105,641
Expenses. Total of all expenses incurred	2017-12-31	$513,234
Benefits paid (including direct rollovers)	2017-12-31	$512,069
Total plan assets at end of year	2017-12-31	$5,680,773
Total plan assets at beginning of year	2017-12-31	$5,088,366
Value of fidelity bond covering the plan	2017-12-31	$450,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$188,504
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$917,137
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$592,407
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,680,773
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,088,366
Assets. Value of participant loans	2017-12-31	$102,875
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
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	$1,165
2016 : KOEHLER & ISAACS LLP 401(K)/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	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$458,561
Expenses. Total of all expenses incurred	2016-12-31	$185,403
Benefits paid (including direct rollovers)	2016-12-31	$172,304
Total plan assets at end of year	2016-12-31	$5,088,366
Total plan assets at beginning of year	2016-12-31	$4,815,208
Value of fidelity bond covering the plan	2016-12-31	$450,000
Total contributions received or receivable from participants	2016-12-31	$166,181
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$292,380
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$273,158
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,088,366
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,815,208
Assets. Value of participant loans	2016-12-31	$128,674
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$11,945
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,154
2015 : KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$222,124
Expenses. Total of all expenses incurred	2015-12-31	$47,470
Benefits paid (including direct rollovers)	2015-12-31	$35,875
Total plan assets at end of year	2015-12-31	$4,815,208
Total plan assets at beginning of year	2015-12-31	$4,640,554
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$155,225
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$66,899
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$174,654
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,815,208
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,640,554
Assets. Value of participant loans	2015-12-31	$52,994
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$4,320
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$7,275
2014 : KOEHLER & ISAACS LLP 401(K)/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	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$442,586
Expenses. Total of all expenses incurred	2014-12-31	$36,556
Benefits paid (including direct rollovers)	2014-12-31	$11,605
Total plan assets at end of year	2014-12-31	$4,640,554
Total plan assets at beginning of year	2014-12-31	$4,234,524
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$136,670
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$305,916
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$406,030
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,640,554
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,234,524
Assets. Value of participant loans	2014-12-31	$63,958
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$24,746
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$205
2013 : KOEHLER & ISAACS LLP 401(K)/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 income from all sources	2013-12-31	$1,022,113
Expenses. Total of all expenses incurred	2013-12-31	$495,550
Benefits paid (including direct rollovers)	2013-12-31	$472,296
Total plan assets at end of year	2013-12-31	$4,234,524
Total plan assets at beginning of year	2013-12-31	$3,707,961
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$128,854
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$740,912
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$526,563
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,234,524
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,707,961
Assets. Value of participant loans	2013-12-31	$93,441
Total contributions received or receivable from employer(s)	2013-12-31	$152,347
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$19,589
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,665
2012 : KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$668,059
Expenses. Total of all expenses incurred	2012-12-31	$381,887
Benefits paid (including direct rollovers)	2012-12-31	$362,998
Total plan assets at end of year	2012-12-31	$3,707,961
Total plan assets at beginning of year	2012-12-31	$3,421,789
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$130,790
Other income received	2012-12-31	$393,193
Net income (gross income less expenses)	2012-12-31	$286,172
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,707,961
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,421,789
Assets. Value of participant loans	2012-12-31	$141,275
Total contributions received or receivable from employer(s)	2012-12-31	$144,076
Value of corrective distributions	2012-12-31	$11,707
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,182
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$273,898
Expenses. Total of all expenses incurred	2011-12-31	$235,355
Benefits paid (including direct rollovers)	2011-12-31	$203,453
Total plan assets at end of year	2011-12-31	$3,421,789
Total plan assets at beginning of year	2011-12-31	$3,383,246
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$147,110
Other income received	2011-12-31	$-18,861
Net income (gross income less expenses)	2011-12-31	$38,543
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,421,789
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,383,246
Assets. Value of participant loans	2011-12-31	$132,536
Total contributions received or receivable from employer(s)	2011-12-31	$145,649
Value of corrective distributions	2011-12-31	$28,727
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$691,407
Expenses. Total of all expenses incurred	2010-12-31	$91,082
Benefits paid (including direct rollovers)	2010-12-31	$50,288
Total plan assets at end of year	2010-12-31	$3,383,246
Total plan assets at beginning of year	2010-12-31	$2,782,921
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$193,560
Other income received	2010-12-31	$342,389
Net income (gross income less expenses)	2010-12-31	$600,325
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,383,246
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,782,921
Assets. Value of participant loans	2010-12-31	$216,015
Total contributions received or receivable from employer(s)	2010-12-31	$155,458
Value of corrective distributions	2010-12-31	$33,984
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$6,810
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN

2021: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING 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	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KOEHLER & ISAACS LLP 401(K)/PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KOEHLER & ISAACS LLP
Employer identification number (EIN):	134051500
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2012-03-01
Company Identification Number:	4210421
Legal Registered Office Address:	61 BROADWAY 25TH FLOOR NEW YORK United States of America (USA) 10004