401k Plan data: GARFIELD & MEREL, LTD. 401(K) PLAN plan

GARFIELD & MEREL, LTD. 401(K) PLAN 401k Plan overview

Plan Name	GARFIELD & MEREL, LTD. 401(K) PLAN
Plan identification number	002

GARFIELD & MEREL, LTD. 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GARFIELD & MEREL, LTD. has sponsored the creation of one or more 401k plans.

Company Name: GARFIELD & MEREL, LTD.

Employer identification number (EIN): 363124763

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARFIELD & MEREL, LTD. 401(K) 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 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ALAN GARFIELD
002 2016-01-01 ALAN GARFIELD
002 2015-01-01 ALAN GARFIELD
002 2014-01-01 ALAN GARFIELD
002 2013-01-01 ALAN GARFIELD
002 2012-01-01 ALAN GARFIELD
002 2011-01-01 ALAN GARFIELD
002 2010-01-01 ALAN GARFIELD
002 2009-01-01 ALAN GARFIELD

Plan Statistics for GARFIELD & MEREL, LTD. 401(K) PLAN

401k plan membership statisitcs for GARFIELD & MEREL, LTD. 401(K) PLAN

Measure Date Value
2021: GARFIELD & MEREL, LTD. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 9
Number of participants with account balances 2021-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GARFIELD & MEREL, LTD. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GARFIELD & MEREL, LTD. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GARFIELD & MEREL, LTD. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: GARFIELD & MEREL, LTD. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
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 2
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: GARFIELD & MEREL, LTD. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: GARFIELD & MEREL, LTD. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GARFIELD & MEREL, LTD. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
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 3
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: GARFIELD & MEREL, LTD. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
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 3
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GARFIELD & MEREL, LTD. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
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 3
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: GARFIELD & MEREL, LTD. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 1
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GARFIELD & MEREL, LTD. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
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 2
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: GARFIELD & MEREL, LTD. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: GARFIELD & MEREL, LTD. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	9
Number of participants with account balances	2021-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GARFIELD & MEREL, LTD. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GARFIELD & MEREL, LTD. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GARFIELD & MEREL, LTD. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: GARFIELD & MEREL, LTD. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
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	2
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: GARFIELD & MEREL, LTD. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: GARFIELD & MEREL, LTD. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GARFIELD & MEREL, LTD. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
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	3
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: GARFIELD & MEREL, LTD. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
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	3
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GARFIELD & MEREL, LTD. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
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	3
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: GARFIELD & MEREL, LTD. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	1
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GARFIELD & MEREL, LTD. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
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	2
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: GARFIELD & MEREL, LTD. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GARFIELD & MEREL, LTD. 401(K) PLAN

Measure	Date	Value
2021 : GARFIELD & MEREL, LTD. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,373,693
Expenses. Total of all expenses incurred	2021-12-31	$249,622
Benefits paid (including direct rollovers)	2021-12-31	$210,964
Total plan assets at end of year	2021-12-31	$8,630,853
Total plan assets at beginning of year	2021-12-31	$7,506,782
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$80,623
Other income received	2021-12-31	$1,230,880
Net income (gross income less expenses)	2021-12-31	$1,124,071
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,630,853
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,506,782
Assets. Value of participant loans	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$62,190
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$38,658
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : GARFIELD & MEREL, LTD. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$861,576
Expenses. Total of all expenses incurred	2020-12-31	$32,071
Benefits paid (including direct rollovers)	2020-12-31	$2,873
Total plan assets at end of year	2020-12-31	$7,506,782
Total plan assets at beginning of year	2020-12-31	$6,677,277
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$93,083
Other income received	2020-12-31	$673,588
Net income (gross income less expenses)	2020-12-31	$829,505
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,506,782
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,677,277
Assets. Value of participant loans	2020-12-31	$4,558
Total contributions received or receivable from employer(s)	2020-12-31	$94,905
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$29,198
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : GARFIELD & MEREL, LTD. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,238,090
Expenses. Total of all expenses incurred	2019-12-31	$443,304
Benefits paid (including direct rollovers)	2019-12-31	$407,792
Total plan assets at end of year	2019-12-31	$6,677,277
Total plan assets at beginning of year	2019-12-31	$5,882,491
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$109,109
Other income received	2019-12-31	$1,092,142
Net income (gross income less expenses)	2019-12-31	$794,786
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,677,277
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,882,491
Assets. Value of participant loans	2019-12-31	$17,676
Total contributions received or receivable from employer(s)	2019-12-31	$36,839
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$35,512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : GARFIELD & MEREL, LTD. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-320,697
Expenses. Total of all expenses incurred	2018-12-31	$540,810
Benefits paid (including direct rollovers)	2018-12-31	$539,860
Total plan assets at end of year	2018-12-31	$5,882,491
Total plan assets at beginning of year	2018-12-31	$6,743,998
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$110,903
Contributions received from other sources (not participants or employers)	2018-12-31	$5,356
Other income received	2018-12-31	$-476,638
Net income (gross income less expenses)	2018-12-31	$-861,507
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,882,491
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,743,998
Assets. Value of participant loans	2018-12-31	$37,108
Total contributions received or receivable from employer(s)	2018-12-31	$39,682
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$950
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : GARFIELD & MEREL, LTD. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,012,638
Expenses. Total of all expenses incurred	2017-12-31	$180,624
Benefits paid (including direct rollovers)	2017-12-31	$177,088
Total plan assets at end of year	2017-12-31	$6,743,998
Total plan assets at beginning of year	2017-12-31	$5,911,984
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$112,453
Other income received	2017-12-31	$777,387
Net income (gross income less expenses)	2017-12-31	$832,014
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,743,998
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,911,984
Assets. Value of participant loans	2017-12-31	$13,903
Total contributions received or receivable from employer(s)	2017-12-31	$122,798
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,536
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : GARFIELD & MEREL, LTD. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$751,410
Expenses. Total of all expenses incurred	2016-12-31	$76,359
Benefits paid (including direct rollovers)	2016-12-31	$75,194
Total plan assets at end of year	2016-12-31	$5,911,984
Total plan assets at beginning of year	2016-12-31	$5,236,933
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$111,820
Other income received	2016-12-31	$512,975
Net income (gross income less expenses)	2016-12-31	$675,051
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,911,984
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,236,933
Assets. Value of participant loans	2016-12-31	$20,399
Total contributions received or receivable from employer(s)	2016-12-31	$126,615
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,165
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : GARFIELD & MEREL, LTD. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$37,620
Expenses. Total of all expenses incurred	2015-12-31	$23,839
Benefits paid (including direct rollovers)	2015-12-31	$13,301
Total plan assets at end of year	2015-12-31	$5,236,933
Total plan assets at beginning of year	2015-12-31	$5,223,152
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$114,138
Other income received	2015-12-31	$-205,464
Net income (gross income less expenses)	2015-12-31	$13,781
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,236,933
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,223,152
Assets. Value of participant loans	2015-12-31	$3,666
Total contributions received or receivable from employer(s)	2015-12-31	$128,946
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,538
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GARFIELD & MEREL, LTD. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$566,410
Expenses. Total of all expenses incurred	2014-12-31	$9,076
Benefits paid (including direct rollovers)	2014-12-31	$9,001
Total plan assets at end of year	2014-12-31	$5,223,152
Total plan assets at beginning of year	2014-12-31	$4,665,818
Value of fidelity bond covering the plan	2014-12-31	$466,600
Total contributions received or receivable from participants	2014-12-31	$110,421
Other income received	2014-12-31	$340,801
Net income (gross income less expenses)	2014-12-31	$557,334
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,223,152
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,665,818
Assets. Value of participant loans	2014-12-31	$11,095
Total contributions received or receivable from employer(s)	2014-12-31	$115,188
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : GARFIELD & MEREL, LTD. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$952,981
Expenses. Total of all expenses incurred	2013-12-31	$19,075
Benefits paid (including direct rollovers)	2013-12-31	$19,000
Total plan assets at end of year	2013-12-31	$4,665,818
Total plan assets at beginning of year	2013-12-31	$3,731,912
Value of fidelity bond covering the plan	2013-12-31	$375,000
Total contributions received or receivable from participants	2013-12-31	$106,177
Expenses. Other expenses not covered elsewhere	2013-12-31	$75
Other income received	2013-12-31	$729,200
Net income (gross income less expenses)	2013-12-31	$933,906
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,665,818
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,731,912
Assets. Value of participant loans	2013-12-31	$18,016
Total contributions received or receivable from employer(s)	2013-12-31	$117,604
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : GARFIELD & MEREL, LTD. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$842,642
Expenses. Total of all expenses incurred	2012-12-31	$31,662
Benefits paid (including direct rollovers)	2012-12-31	$31,512
Total plan assets at end of year	2012-12-31	$3,731,912
Total plan assets at beginning of year	2012-12-31	$2,920,932
Value of fidelity bond covering the plan	2012-12-31	$275,000
Total contributions received or receivable from participants	2012-12-31	$104,757
Expenses. Other expenses not covered elsewhere	2012-12-31	$150
Other income received	2012-12-31	$614,405
Net income (gross income less expenses)	2012-12-31	$810,980
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,731,912
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,920,932
Assets. Value of participant loans	2012-12-31	$24,715
Total contributions received or receivable from employer(s)	2012-12-31	$123,480
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : GARFIELD & MEREL, LTD. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$278,623
Expenses. Total of all expenses incurred	2011-12-31	$73,860
Benefits paid (including direct rollovers)	2011-12-31	$73,530
Total plan assets at end of year	2011-12-31	$2,920,932
Total plan assets at beginning of year	2011-12-31	$2,716,169
Value of fidelity bond covering the plan	2011-12-31	$275,000
Total contributions received or receivable from participants	2011-12-31	$110,775
Expenses. Other expenses not covered elsewhere	2011-12-31	$330
Other income received	2011-12-31	$54,508
Net income (gross income less expenses)	2011-12-31	$204,763
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,920,932
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,716,169
Assets. Value of participant loans	2011-12-31	$31,200
Total contributions received or receivable from employer(s)	2011-12-31	$113,340
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : GARFIELD & MEREL, LTD. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-32,521
Expenses. Total of all expenses incurred	2010-12-31	$180
Total plan assets at end of year	2010-12-31	$2,716,169
Total plan assets at beginning of year	2010-12-31	$2,748,870
Value of fidelity bond covering the plan	2010-12-31	$275,000
Total contributions received or receivable from participants	2010-12-31	$106,675
Expenses. Other expenses not covered elsewhere	2010-12-31	$180
Other income received	2010-12-31	$-252,147
Net income (gross income less expenses)	2010-12-31	$-32,701
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,716,169
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,748,870
Assets. Value of participant loans	2010-12-31	$10,930
Total contributions received or receivable from employer(s)	2010-12-31	$112,951

Form 5500 Responses for GARFIELD & MEREL, LTD. 401(K) PLAN

2021: GARFIELD & MEREL, LTD. 401(K) 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: GARFIELD & MEREL, LTD. 401(K) 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: GARFIELD & MEREL, LTD. 401(K) 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: GARFIELD & MEREL, LTD. 401(K) 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: GARFIELD & MEREL, LTD. 401(K) 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: GARFIELD & MEREL, LTD. 401(K) 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: GARFIELD & MEREL, LTD. 401(K) 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: GARFIELD & MEREL, LTD. 401(K) 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: GARFIELD & MEREL, LTD. 401(K) 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: GARFIELD & MEREL, LTD. 401(K) 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: GARFIELD & MEREL, LTD. 401(K) 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: GARFIELD & MEREL, LTD. 401(K) 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: GARFIELD & MEREL, LTD. 401(K) 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:	GARFIELD & MEREL, LTD.
Employer identification number (EIN):	363124763
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ALAN GARFIELD
002	2016-01-01	ALAN GARFIELD
002	2015-01-01	ALAN GARFIELD
002	2014-01-01	ALAN GARFIELD
002	2013-01-01	ALAN GARFIELD
002	2012-01-01	ALAN GARFIELD
002	2011-01-01	ALAN GARFIELD
002	2010-01-01	ALAN GARFIELD
002	2009-01-01	ALAN GARFIELD