401k Plan data: POST & SCHELL, P.C. PROFIT SHARING PLAN plan

POST & SCHELL, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	POST & SCHELL, P.C. PROFIT SHARING PLAN
Plan identification number	002

POST & SCHELL, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.

401k Sponsoring company profile

POST & SCHELL, P.C. has sponsored the creation of one or more 401k plans.

Company Name: POST & SCHELL, P.C.

Employer identification number (EIN): 231877133

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POST & SCHELL, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 HOLLY HARNATKIEWICZ
002 2016-01-01 HOLLY HARNATKIEWICZ
002 2015-01-01 HOLLY HARNATKIEWICZ
002 2014-01-01 HOLLY HARNATKIEWICZ
002 2013-01-01 HOLLY HARNATKIEWICZ
002 2012-01-01 HOLLY HARNATKIEWICZ
002 2011-01-01 HOLLY HARNATKIEWICZ
002 2010-01-01 HOLLY HARNATKIEWICZ
002 2009-01-01 HOLLY HARNATKIEWICZ

Plan Statistics for POST & SCHELL, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for POST & SCHELL, P.C. PROFIT SHARING PLAN

Measure Date Value
2023: POST & SCHELL, P.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 425
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 257
Number of retired or separated participants receiving benefits 2023-01-01 25
Number of other retired or separated participants entitled to future benefits 2023-01-01 144
Total of all active and inactive participants 2023-01-01 426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 426
Number of participants with account balances 2023-01-01 400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 14
2022: POST & SCHELL, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 426
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 258
Number of retired or separated participants receiving benefits 2022-01-01 24
Number of other retired or separated participants entitled to future benefits 2022-01-01 143
Total of all active and inactive participants 2022-01-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 425
Number of participants with account balances 2022-01-01 401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: POST & SCHELL, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 400
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 258
Number of retired or separated participants receiving benefits 2021-01-01 17
Number of other retired or separated participants entitled to future benefits 2021-01-01 166
Total of all active and inactive participants 2021-01-01 441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 441
Number of participants with account balances 2021-01-01 412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 16
2020: POST & SCHELL, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 407
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 244
Number of retired or separated participants receiving benefits 2020-01-01 19
Number of other retired or separated participants entitled to future benefits 2020-01-01 135
Total of all active and inactive participants 2020-01-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 398
Number of participants with account balances 2020-01-01 388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 14
2019: POST & SCHELL, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 415
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 247
Number of retired or separated participants receiving benefits 2019-01-01 16
Number of other retired or separated participants entitled to future benefits 2019-01-01 142
Total of all active and inactive participants 2019-01-01 405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 405
Number of participants with account balances 2019-01-01 393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: POST & SCHELL, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 387
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 245
Number of retired or separated participants receiving benefits 2018-01-01 12
Number of other retired or separated participants entitled to future benefits 2018-01-01 158
Total of all active and inactive participants 2018-01-01 415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 415
Number of participants with account balances 2018-01-01 388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: POST & SCHELL, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 387
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 245
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 135
Total of all active and inactive participants 2017-01-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 380
Number of participants with account balances 2017-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: POST & SCHELL, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 232
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 155
Total of all active and inactive participants 2016-01-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 387
Number of participants with account balances 2016-01-01 358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: POST & SCHELL, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 362
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 228
Number of retired or separated participants receiving benefits 2015-01-01 5
Number of other retired or separated participants entitled to future benefits 2015-01-01 137
Total of all active and inactive participants 2015-01-01 370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 370
Number of participants with account balances 2015-01-01 358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: POST & SCHELL, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 382
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 229
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 133
Total of all active and inactive participants 2014-01-01 362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 362
Number of participants with account balances 2014-01-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: POST & SCHELL, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 382
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 260
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 120
Total of all active and inactive participants 2013-01-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 380
Number of participants with account balances 2013-01-01 357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: POST & SCHELL, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 470
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 256
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 120
Total of all active and inactive participants 2012-01-01 376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 376
Number of participants with account balances 2012-01-01 362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 9
2011: POST & SCHELL, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 467
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 277
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 191
Total of all active and inactive participants 2011-01-01 468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 468
Number of participants with account balances 2011-01-01 454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 16
2010: POST & SCHELL, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 475
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 273
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 187
Total of all active and inactive participants 2010-01-01 460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 460
Number of participants with account balances 2010-01-01 452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 16
2009: POST & SCHELL, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 488
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 288
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 187
Total of all active and inactive participants 2009-01-01 475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 475
Number of participants with account balances 2009-01-01 460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2023: POST & SCHELL, P.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	425
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	257
Number of retired or separated participants receiving benefits	2023-01-01	25
Number of other retired or separated participants entitled to future benefits	2023-01-01	144
Total of all active and inactive participants	2023-01-01	426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	426
Number of participants with account balances	2023-01-01	400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	14
2022: POST & SCHELL, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	426
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	258
Number of retired or separated participants receiving benefits	2022-01-01	24
Number of other retired or separated participants entitled to future benefits	2022-01-01	143
Total of all active and inactive participants	2022-01-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	425
Number of participants with account balances	2022-01-01	401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: POST & SCHELL, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	400
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	258
Number of retired or separated participants receiving benefits	2021-01-01	17
Number of other retired or separated participants entitled to future benefits	2021-01-01	166
Total of all active and inactive participants	2021-01-01	441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	441
Number of participants with account balances	2021-01-01	412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	16
2020: POST & SCHELL, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	407
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	244
Number of retired or separated participants receiving benefits	2020-01-01	19
Number of other retired or separated participants entitled to future benefits	2020-01-01	135
Total of all active and inactive participants	2020-01-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	398
Number of participants with account balances	2020-01-01	388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	14
2019: POST & SCHELL, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	415
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	247
Number of retired or separated participants receiving benefits	2019-01-01	16
Number of other retired or separated participants entitled to future benefits	2019-01-01	142
Total of all active and inactive participants	2019-01-01	405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	405
Number of participants with account balances	2019-01-01	393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: POST & SCHELL, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	387
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	245
Number of retired or separated participants receiving benefits	2018-01-01	12
Number of other retired or separated participants entitled to future benefits	2018-01-01	158
Total of all active and inactive participants	2018-01-01	415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	415
Number of participants with account balances	2018-01-01	388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: POST & SCHELL, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	387
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	245
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	135
Total of all active and inactive participants	2017-01-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	380
Number of participants with account balances	2017-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: POST & SCHELL, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	232
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	155
Total of all active and inactive participants	2016-01-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	387
Number of participants with account balances	2016-01-01	358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: POST & SCHELL, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	362
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	228
Number of retired or separated participants receiving benefits	2015-01-01	5
Number of other retired or separated participants entitled to future benefits	2015-01-01	137
Total of all active and inactive participants	2015-01-01	370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	370
Number of participants with account balances	2015-01-01	358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: POST & SCHELL, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	382
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	229
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	133
Total of all active and inactive participants	2014-01-01	362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	362
Number of participants with account balances	2014-01-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: POST & SCHELL, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	382
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	260
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	120
Total of all active and inactive participants	2013-01-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	380
Number of participants with account balances	2013-01-01	357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: POST & SCHELL, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	470
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	256
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	120
Total of all active and inactive participants	2012-01-01	376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	376
Number of participants with account balances	2012-01-01	362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	9
2011: POST & SCHELL, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	467
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	277
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	191
Total of all active and inactive participants	2011-01-01	468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	468
Number of participants with account balances	2011-01-01	454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	16
2010: POST & SCHELL, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	475
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	273
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	187
Total of all active and inactive participants	2010-01-01	460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	460
Number of participants with account balances	2010-01-01	452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	16
2009: POST & SCHELL, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	488
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	288
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	187
Total of all active and inactive participants	2009-01-01	475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	475
Number of participants with account balances	2009-01-01	460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on POST & SCHELL, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2023 : POST & SCHELL, P.C. PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$27,324,405
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$11,067,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$10,812,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$5,546,952
Value of total assets at end of year	2023-12-31	$150,725,993
Value of total assets at beginning of year	2023-12-31	$134,468,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$254,839
Total interest from all sources	2023-12-31	$36,182
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$5,019,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$5,019,430
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$3,175,993
Participant contributions at end of year	2023-12-31	$562,363
Participant contributions at beginning of year	2023-12-31	$506,742
Participant contributions at end of year	2023-12-31	$142,136
Participant contributions at beginning of year	2023-12-31	$10,875
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$743,903
Total non interest bearing cash at end of year	2023-12-31	$28,500
Total non interest bearing cash at beginning of year	2023-12-31	$8,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$16,257,141
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$150,725,993
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$134,468,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$148,220,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$118,719,823
Interest on participant loans	2023-12-31	$36,182
Value of interest in common/collective trusts at end of year	2023-12-31	$0
Value of interest in common/collective trusts at beginning of year	2023-12-31	$12,242,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$16,721,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,627,056
Employer contributions (assets) at end of year	2023-12-31	$1,772,507
Employer contributions (assets) at beginning of year	2023-12-31	$2,980,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$10,812,425
Contract administrator fees	2023-12-31	$254,839
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	KREISCHER MILLER
Accountancy firm EIN	2023-12-31	231980475
2022 : POST & SCHELL, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-19,676,151
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$10,141,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$9,847,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,537,971
Value of total assets at end of year	2022-12-31	$134,468,852
Value of total assets at beginning of year	2022-12-31	$164,286,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$293,281
Total interest from all sources	2022-12-31	$29,170
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$5,323,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$5,323,262
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,832,378
Participant contributions at end of year	2022-12-31	$506,742
Participant contributions at beginning of year	2022-12-31	$722,085
Participant contributions at end of year	2022-12-31	$10,875
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$741,655
Total non interest bearing cash at end of year	2022-12-31	$8,363
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-29,817,213
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$134,468,852
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$164,286,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$118,719,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$149,104,034
Interest on participant loans	2022-12-31	$29,170
Value of interest in common/collective trusts at end of year	2022-12-31	$12,242,971
Value of interest in common/collective trusts at beginning of year	2022-12-31	$11,830,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-31,566,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,963,938
Employer contributions (assets) at end of year	2022-12-31	$2,980,078
Employer contributions (assets) at beginning of year	2022-12-31	$2,629,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$9,847,781
Contract administrator fees	2022-12-31	$293,281
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	KREISCHER MILLER
Accountancy firm EIN	2022-12-31	231980475
2021 : POST & SCHELL, P.C. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$24,089,521
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$7,370,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,137,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,701,276
Value of total assets at end of year	2021-12-31	$164,286,065
Value of total assets at beginning of year	2021-12-31	$147,566,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$232,773
Total interest from all sources	2021-12-31	$35,064
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$8,390,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$8,390,239
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,589,586
Participant contributions at end of year	2021-12-31	$722,085
Participant contributions at beginning of year	2021-12-31	$706,338
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$1,000
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$312,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$16,719,191
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$164,286,065
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$147,566,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$149,104,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$131,409,327
Interest on participant loans	2021-12-31	$35,064
Value of interest in common/collective trusts at end of year	2021-12-31	$11,830,287
Value of interest in common/collective trusts at beginning of year	2021-12-31	$12,877,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$9,962,942
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,798,871
Employer contributions (assets) at end of year	2021-12-31	$2,629,659
Employer contributions (assets) at beginning of year	2021-12-31	$2,572,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,137,557
Contract administrator fees	2021-12-31	$232,773
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	KREISCHER MILLER
Accountancy firm EIN	2021-12-31	231980475
2020 : POST & SCHELL, P.C. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$25,596,212
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$6,331,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,094,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,917,842
Value of total assets at end of year	2020-12-31	$147,566,874
Value of total assets at beginning of year	2020-12-31	$128,302,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$237,799
Total interest from all sources	2020-12-31	$27,026
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$5,551,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$5,551,764
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,626,240
Participant contributions at end of year	2020-12-31	$706,338
Participant contributions at beginning of year	2020-12-31	$571,167
Participant contributions at end of year	2020-12-31	$1,000
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$416,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$19,264,362
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$147,566,874
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$128,302,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$131,409,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$115,526,043
Interest on participant loans	2020-12-31	$27,026
Value of interest in common/collective trusts at end of year	2020-12-31	$12,877,845
Value of interest in common/collective trusts at beginning of year	2020-12-31	$9,572,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$13,839,857
Net investment gain or loss from common/collective trusts	2020-12-31	$259,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,875,275
Employer contributions (assets) at end of year	2020-12-31	$2,572,364
Employer contributions (assets) at beginning of year	2020-12-31	$2,632,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$6,094,051
Contract administrator fees	2020-12-31	$237,799
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KREISCHER MILLER
Accountancy firm EIN	2020-12-31	231980475
2019 : POST & SCHELL, P.C. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$28,155,327
Total loss/gain on sale of assets	2019-12-31	$904,083
Total of all expenses incurred	2019-12-31	$9,282,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$9,009,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,026,666
Value of total assets at end of year	2019-12-31	$128,302,512
Value of total assets at beginning of year	2019-12-31	$109,429,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$272,708
Total interest from all sources	2019-12-31	$29,375
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,842,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,842,248
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,549,364
Participant contributions at end of year	2019-12-31	$571,167
Participant contributions at beginning of year	2019-12-31	$608,169
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$852,090
Other income not declared elsewhere	2019-12-31	$12,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$18,872,626
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$128,302,512
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$109,429,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$115,526,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$95,704,376
Interest on participant loans	2019-12-31	$29,375
Value of interest in common/collective trusts at end of year	2019-12-31	$9,572,515
Value of interest in common/collective trusts at beginning of year	2019-12-31	$10,546,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$16,340,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,625,212
Employer contributions (assets) at end of year	2019-12-31	$2,632,787
Employer contributions (assets) at beginning of year	2019-12-31	$2,571,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$9,009,993
Contract administrator fees	2019-12-31	$272,708
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$904,083
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KREISCHER MILLER
Accountancy firm EIN	2019-12-31	231980475
2018 : POST & SCHELL, P.C. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$205,068
Total loss/gain on sale of assets	2018-12-31	$9,122,552
Total of all expenses incurred	2018-12-31	$4,146,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,891,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,772,424
Value of total assets at end of year	2018-12-31	$109,429,886
Value of total assets at beginning of year	2018-12-31	$113,371,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$255,189
Total interest from all sources	2018-12-31	$28,058
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$5,105,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$5,105,665
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,388,402
Participant contributions at end of year	2018-12-31	$608,169
Participant contributions at beginning of year	2018-12-31	$629,898
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$877,911
Other income not declared elsewhere	2018-12-31	$14,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,941,782
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$109,429,886
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$113,371,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$95,704,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$103,923,856
Interest on participant loans	2018-12-31	$28,058
Value of interest in common/collective trusts at end of year	2018-12-31	$10,546,145
Value of interest in common/collective trusts at beginning of year	2018-12-31	$6,441,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-19,838,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,506,111
Employer contributions (assets) at end of year	2018-12-31	$2,571,196
Employer contributions (assets) at beginning of year	2018-12-31	$2,376,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,891,661
Contract administrator fees	2018-12-31	$255,189
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$9,122,552
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MAZARS USA LLP
Accountancy firm EIN	2018-12-31	131459550
2017 : POST & SCHELL, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$23,082,554
Total loss/gain on sale of assets	2017-12-31	$589,610
Total of all expenses incurred	2017-12-31	$2,038,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,788,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$7,076,279
Value of total assets at end of year	2017-12-31	$113,371,668
Value of total assets at beginning of year	2017-12-31	$92,327,699
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$250,407
Total interest from all sources	2017-12-31	$31,066
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$4,226,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$4,226,811
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,249,788
Participant contributions at end of year	2017-12-31	$629,898
Participant contributions at beginning of year	2017-12-31	$719,493
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,463,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$21,043,969
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$113,371,668
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$92,327,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$103,923,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$84,232,890
Interest on participant loans	2017-12-31	$31,066
Value of interest in common/collective trusts at end of year	2017-12-31	$6,441,748
Value of interest in common/collective trusts at beginning of year	2017-12-31	$5,014,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$11,158,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,362,851
Employer contributions (assets) at end of year	2017-12-31	$2,376,166
Employer contributions (assets) at beginning of year	2017-12-31	$2,361,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,788,178
Contract administrator fees	2017-12-31	$250,407
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$589,610
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MAZARS USA LLP
Accountancy firm EIN	2017-12-31	131459550
2016 : POST & SCHELL, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$11,366,032
Total loss/gain on sale of assets	2016-12-31	$-2,721,742
Total of all expenses incurred	2016-12-31	$6,907,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$6,683,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,785,621
Value of total assets at end of year	2016-12-31	$92,327,699
Value of total assets at beginning of year	2016-12-31	$87,869,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$224,062
Total interest from all sources	2016-12-31	$30,888
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$3,022,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$3,022,057
Administrative expenses professional fees incurred	2016-12-31	$224,062
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,216,314
Participant contributions at end of year	2016-12-31	$719,493
Participant contributions at beginning of year	2016-12-31	$655,347
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$208,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,458,085
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$92,327,699
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$87,869,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$84,232,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$80,655,150
Interest on participant loans	2016-12-31	$30,888
Value of interest in common/collective trusts at end of year	2016-12-31	$5,014,028
Value of interest in common/collective trusts at beginning of year	2016-12-31	$4,326,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$6,164,772
Net investment gain or loss from common/collective trusts	2016-12-31	$84,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,361,288
Employer contributions (assets) at end of year	2016-12-31	$2,361,288
Employer contributions (assets) at beginning of year	2016-12-31	$2,232,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$6,683,885
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$2,721,742
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MAZARS USA LLP
Accountancy firm EIN	2016-12-31	131459550
2015 : POST & SCHELL, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$4,074,074
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$7,624,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$7,440,418
Value of total corrective distributions	2015-12-31	$675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,875,015
Value of total assets at end of year	2015-12-31	$87,869,614
Value of total assets at beginning of year	2015-12-31	$91,420,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$183,904
Total interest from all sources	2015-12-31	$24,624
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,782,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$3,782,122
Administrative expenses professional fees incurred	2015-12-31	$960
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,041,716
Participant contributions at end of year	2015-12-31	$655,347
Participant contributions at beginning of year	2015-12-31	$628,908
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$603,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-3,550,923
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$87,869,614
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$91,420,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$167,332
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$80,655,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$84,054,808
Interest on participant loans	2015-12-31	$24,624
Value of interest in common/collective trusts at end of year	2015-12-31	$4,326,606
Value of interest in common/collective trusts at beginning of year	2015-12-31	$4,481,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,607,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,230,146
Employer contributions (assets) at end of year	2015-12-31	$2,232,511
Employer contributions (assets) at beginning of year	2015-12-31	$2,254,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$7,440,418
Contract administrator fees	2015-12-31	$15,612
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WEISERMAZARS LLP
Accountancy firm EIN	2015-12-31	131459550
2014 : POST & SCHELL, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$10,374,128
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$9,700,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$9,515,837
Value of total corrective distributions	2014-12-31	$1,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,634,300
Value of total assets at end of year	2014-12-31	$91,420,537
Value of total assets at beginning of year	2014-12-31	$90,747,286
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$183,174
Total interest from all sources	2014-12-31	$23,399
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$4,079,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$4,079,499
Administrative expenses professional fees incurred	2014-12-31	$15,618
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,098,456
Participant contributions at end of year	2014-12-31	$628,908
Participant contributions at beginning of year	2014-12-31	$496,649
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$375,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$673,251
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$91,420,537
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$90,747,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$166,516
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$84,054,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$83,980,278
Interest on participant loans	2014-12-31	$23,399
Value of interest in common/collective trusts at end of year	2014-12-31	$4,481,840
Value of interest in common/collective trusts at beginning of year	2014-12-31	$3,868,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,636,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,160,695
Employer contributions (assets) at end of year	2014-12-31	$2,254,981
Employer contributions (assets) at beginning of year	2014-12-31	$2,401,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$9,515,837
Contract administrator fees	2014-12-31	$1,040
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WEISERMAZARS LLP
Accountancy firm EIN	2014-12-31	131459550
2013 : POST & SCHELL, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$19,676,772
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$8,033,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$7,844,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$5,076,771
Value of total assets at end of year	2013-12-31	$90,747,286
Value of total assets at beginning of year	2013-12-31	$79,103,802
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$188,551
Total interest from all sources	2013-12-31	$19,275
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,750,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,750,439
Administrative expenses professional fees incurred	2013-12-31	$19,939
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,293,227
Participant contributions at end of year	2013-12-31	$496,649
Participant contributions at beginning of year	2013-12-31	$452,963
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$434,514
Other income not declared elsewhere	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$11,643,484
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$90,747,286
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$79,103,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$156,275
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$83,980,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$74,581,998
Interest on participant loans	2013-12-31	$19,275
Value of interest in common/collective trusts at end of year	2013-12-31	$3,868,656
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,548,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$11,830,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,349,030
Employer contributions (assets) at end of year	2013-12-31	$2,401,703
Employer contributions (assets) at beginning of year	2013-12-31	$2,520,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$7,844,737
Contract administrator fees	2013-12-31	$12,337
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WEISERMAZARS LLP
Accountancy firm EIN	2013-12-31	131459550
2012 : POST & SCHELL, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$13,411,514
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$5,843,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,607,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,853,383
Value of total assets at end of year	2012-12-31	$79,103,802
Value of total assets at beginning of year	2012-12-31	$71,536,269
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$236,682
Total interest from all sources	2012-12-31	$19,919
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,914,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,914,245
Administrative expenses professional fees incurred	2012-12-31	$41,565
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,360,776
Participant contributions at end of year	2012-12-31	$452,963
Participant contributions at beginning of year	2012-12-31	$510,051
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$21,356
Other income not declared elsewhere	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$7,567,533
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$79,103,802
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$71,536,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$174,982
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$74,581,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$66,865,916
Interest on participant loans	2012-12-31	$19,919
Value of interest in common/collective trusts at end of year	2012-12-31	$1,548,719
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,525,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$6,623,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,471,251
Employer contributions (assets) at end of year	2012-12-31	$2,520,122
Employer contributions (assets) at beginning of year	2012-12-31	$2,634,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,607,299
Contract administrator fees	2012-12-31	$20,135
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WEISERMAZARS LLP
Accountancy firm EIN	2012-12-31	131459550
2011 : POST & SCHELL, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$5,325,489
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,458,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,315,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$5,089,244
Value of total assets at end of year	2011-12-31	$71,536,269
Value of total assets at beginning of year	2011-12-31	$68,669,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$142,637
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$20,397
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,649,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,649,745
Administrative expenses professional fees incurred	2011-12-31	$20,332
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,365,419
Participant contributions at end of year	2011-12-31	$510,051
Participant contributions at beginning of year	2011-12-31	$401,810
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$43,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,867,205
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$71,536,269
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$68,669,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$102,251
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$66,865,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$64,213,676
Interest on participant loans	2011-12-31	$20,397
Value of interest in common/collective trusts at end of year	2011-12-31	$1,525,558
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,390,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,433,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,679,958
Employer contributions (assets) at end of year	2011-12-31	$2,634,744
Employer contributions (assets) at beginning of year	2011-12-31	$2,663,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,315,647
Contract administrator fees	2011-12-31	$20,054
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WEISERMAZARS LLP
Accountancy firm EIN	2011-12-31	131459550
2010 : POST & SCHELL, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$12,017,428
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$969,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$816,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$5,107,088
Value of total assets at end of year	2010-12-31	$68,669,064
Value of total assets at beginning of year	2010-12-31	$57,620,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$152,844
Total interest from all sources	2010-12-31	$17,918
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,391,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,391,176
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,442,387
Participant contributions at end of year	2010-12-31	$401,810
Participant contributions at beginning of year	2010-12-31	$380,972
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$37,497
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$11,048,375
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$68,669,064
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$57,620,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$64,213,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$52,974,269
Interest on participant loans	2010-12-31	$17,918
Value of interest in common/collective trusts at end of year	2010-12-31	$1,390,577
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,421,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$5,501,246
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,627,204
Employer contributions (assets) at end of year	2010-12-31	$2,663,001
Employer contributions (assets) at beginning of year	2010-12-31	$2,844,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$816,209
Contract administrator fees	2010-12-31	$152,455
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WEISERMAZARS LLP
Accountancy firm EIN	2010-12-31	131459550
2009 : POST & SCHELL, P.C. PROFIT SHARING PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2009-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for POST & SCHELL, P.C. PROFIT SHARING PLAN

2023: POST & SCHELL, P.C. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: POST & SCHELL, P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: POST & SCHELL, P.C. 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	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: POST & SCHELL, P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: POST & SCHELL, P.C. 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: POST & SCHELL, P.C. 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: POST & SCHELL, P.C. 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: POST & SCHELL, P.C. 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: POST & SCHELL, P.C. 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: POST & SCHELL, P.C. 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: POST & SCHELL, P.C. 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: POST & SCHELL, P.C. 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: POST & SCHELL, P.C. 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: POST & SCHELL, P.C. 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: POST & SCHELL, P.C. 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

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Company Name:	POST & SCHELL, P.C.
Employer identification number (EIN):	231877133
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers