401k Plan data: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST plan

DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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.
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

DR. SAMUEL K. CULLAN AND ASSOCIATES P.C. has sponsored the creation of one or more 401k plans.

Company Name: DR. SAMUEL K. CULLAN AND ASSOCIATES P.C.

Employer identification number (EIN): 431874017

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 VIRGINIA CULLAN 2024-05-30
001 2022-01-01 VIRGINIA CULLAN 2023-07-24
001 2021-01-01 VIRGINIA CULLAN 2022-07-11
001 2020-01-01 VIRGINIA CULLAN 2021-07-19
001 2019-01-01 VIRGINIA CULLAN 2020-10-13
001 2018-01-01 VIRGINIA CULLAN 2019-09-25
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 SAMUEL K. CULLAN, M.D.
001 2013-01-01 SAMUEL K. CULLAN, M.D.
001 2012-01-01 SAMUEL K. CULLAN, M.D.
001 2011-01-01 SAMUEL K. CULLAN, M.D.
001 2010-01-01 SAMUEL K. CULLAN, M.D. 2011-04-19 SAMUEL K. CULLAN, M.D. 2011-04-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	VIRGINIA CULLAN	2024-05-30
001	2022-01-01	VIRGINIA CULLAN	2023-07-24
001	2021-01-01	VIRGINIA CULLAN	2022-07-11
001	2020-01-01	VIRGINIA CULLAN	2021-07-19
001	2019-01-01	VIRGINIA CULLAN	2020-10-13
001	2018-01-01	VIRGINIA CULLAN	2019-09-25
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	SAMUEL K. CULLAN, M.D.
001	2013-01-01	SAMUEL K. CULLAN, M.D.
001	2012-01-01	SAMUEL K. CULLAN, M.D.
001	2011-01-01	SAMUEL K. CULLAN, M.D.
001	2010-01-01	SAMUEL K. CULLAN, M.D.	2011-04-19	SAMUEL K. CULLAN, M.D.	2011-04-19

Plan Statistics for DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 6
Number of retired or separated participants receiving benefits 2023-01-01 2
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 8
Number of participants with account balances 2023-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 8
Number of participants with account balances 2022-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 1
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 1
2019: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
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 1
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
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 0
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
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 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
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 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2023: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	6
Number of retired or separated participants receiving benefits	2023-01-01	2
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	8
Number of participants with account balances	2023-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	8
Number of participants with account balances	2022-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	1
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	1
2019: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
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	1
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
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	0
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
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	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
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	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$2,079,025
Expenses. Total of all expenses incurred	2023-12-31	$41,757
Benefits paid (including direct rollovers)	2023-12-31	$11,775
Total plan assets at end of year	2023-12-31	$10,030,809
Total plan assets at beginning of year	2023-12-31	$7,993,541
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$107,421
Other income received	2023-12-31	$1,821,707
Net income (gross income less expenses)	2023-12-31	$2,037,268
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$10,030,809
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$7,993,541
Assets. Value of participant loans	2023-12-31	$5,174
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$4,275,877
Total contributions received or receivable from employer(s)	2023-12-31	$149,897
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$29,982
2022 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$851,854
Expenses. Total of all expenses incurred	2022-12-31	$202,500
Benefits paid (including direct rollovers)	2022-12-31	$177,971
Total plan assets at end of year	2022-12-31	$7,993,541
Total plan assets at beginning of year	2022-12-31	$7,344,187
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$99,340
Other income received	2022-12-31	$610,015
Net income (gross income less expenses)	2022-12-31	$649,354
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,993,541
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,344,187
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$3,235,478
Total contributions received or receivable from employer(s)	2022-12-31	$142,499
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$24,529
2021 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$487,551
Expenses. Total of all expenses incurred	2021-12-31	$22,985
Benefits paid (including direct rollovers)	2021-12-31	$488
Total plan assets at end of year	2021-12-31	$7,344,187
Total plan assets at beginning of year	2021-12-31	$6,879,621
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$94,434
Other income received	2021-12-31	$259,441
Net income (gross income less expenses)	2021-12-31	$464,566
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,344,187
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,879,621
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$2,728,017
Total contributions received or receivable from employer(s)	2021-12-31	$133,676
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$22,497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$817,056
Expenses. Total of all expenses incurred	2020-12-31	$25,869
Benefits paid (including direct rollovers)	2020-12-31	$10,000
Total plan assets at end of year	2020-12-31	$6,879,621
Total plan assets at beginning of year	2020-12-31	$6,088,434
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$91,040
Contributions received from other sources (not participants or employers)	2020-12-31	$28,721
Other income received	2020-12-31	$568,725
Net income (gross income less expenses)	2020-12-31	$791,187
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,879,621
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,088,434
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$3,172,574
Total contributions received or receivable from employer(s)	2020-12-31	$128,570
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$15,869
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$1,006,891
Expenses. Total of all expenses incurred	2019-12-31	$54,382
Benefits paid (including direct rollovers)	2019-12-31	$41,977
Total plan assets at end of year	2019-12-31	$6,088,434
Total plan assets at beginning of year	2019-12-31	$5,135,925
Value of fidelity bond covering the plan	2019-12-31	$680,000
Total contributions received or receivable from participants	2019-12-31	$90,011
Contributions received from other sources (not participants or employers)	2019-12-31	$59,371
Other income received	2019-12-31	$726,809
Net income (gross income less expenses)	2019-12-31	$952,509
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,088,434
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,135,925
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$3,107,035
Total contributions received or receivable from employer(s)	2019-12-31	$130,700
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$12,405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$595,704
Expenses. Total of all expenses incurred	2018-12-31	$11,117
Benefits paid (including direct rollovers)	2018-12-31	$126
Total plan assets at end of year	2018-12-31	$5,135,925
Total plan assets at beginning of year	2018-12-31	$4,551,338
Value of fidelity bond covering the plan	2018-12-31	$680,000
Total contributions received or receivable from participants	2018-12-31	$79,590
Other income received	2018-12-31	$393,058
Net income (gross income less expenses)	2018-12-31	$584,587
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,135,925
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,551,338
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$2,680,993
Total contributions received or receivable from employer(s)	2018-12-31	$123,056
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$10,991
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$1,164,775
Expenses. Total of all expenses incurred	2017-12-31	$25,088
Benefits paid (including direct rollovers)	2017-12-31	$11,924
Total plan assets at end of year	2017-12-31	$4,551,338
Total plan assets at beginning of year	2017-12-31	$3,411,651
Value of fidelity bond covering the plan	2017-12-31	$680,000
Total contributions received or receivable from participants	2017-12-31	$82,875
Other income received	2017-12-31	$965,722
Net income (gross income less expenses)	2017-12-31	$1,139,687
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,551,338
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,411,651
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$2,528,128
Total contributions received or receivable from employer(s)	2017-12-31	$116,178
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$13,164
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$494,475
Expenses. Total of all expenses incurred	2016-12-31	$8,537
Total plan assets at end of year	2016-12-31	$3,411,651
Total plan assets at beginning of year	2016-12-31	$2,925,713
Value of fidelity bond covering the plan	2016-12-31	$680,000
Total contributions received or receivable from participants	2016-12-31	$90,285
Other income received	2016-12-31	$295,426
Net income (gross income less expenses)	2016-12-31	$485,938
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,411,651
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,925,713
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$1,513,445
Total contributions received or receivable from employer(s)	2016-12-31	$108,764
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,537
2015 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$528,776
Expenses. Total of all expenses incurred	2015-12-31	$9,389
Total plan assets at end of year	2015-12-31	$2,925,713
Total plan assets at beginning of year	2015-12-31	$2,406,326
Value of fidelity bond covering the plan	2015-12-31	$680,000
Total contributions received or receivable from participants	2015-12-31	$68,370
Other income received	2015-12-31	$338,926
Net income (gross income less expenses)	2015-12-31	$519,387
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,925,713
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,406,326
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$685,712
Total contributions received or receivable from employer(s)	2015-12-31	$121,480
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$9,389
2014 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$244,549
Expenses. Total of all expenses incurred	2014-12-31	$5,472
Total plan assets at end of year	2014-12-31	$2,406,326
Total plan assets at beginning of year	2014-12-31	$2,167,249
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$72,320
Other income received	2014-12-31	$57,348
Net income (gross income less expenses)	2014-12-31	$239,077
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,406,326
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,167,249
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$1,182,168
Total contributions received or receivable from employer(s)	2014-12-31	$114,881
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,472
2013 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$452,158
Expenses. Total of all expenses incurred	2013-12-31	$7,629
Total plan assets at end of year	2013-12-31	$2,167,249
Total plan assets at beginning of year	2013-12-31	$1,722,720
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$64,320
Other income received	2013-12-31	$292,024
Net income (gross income less expenses)	2013-12-31	$444,529
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,167,249
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,722,720
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$805,388
Total contributions received or receivable from employer(s)	2013-12-31	$95,814
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,629
2012 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$452,032
Expenses. Total of all expenses incurred	2012-12-31	$7,806
Total plan assets at end of year	2012-12-31	$1,722,720
Total plan assets at beginning of year	2012-12-31	$1,278,494
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$83,620
Other income received	2012-12-31	$260,856
Net income (gross income less expenses)	2012-12-31	$444,226
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,722,720
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,278,494
Assets. Value of participant loans	2012-12-31	$4,175
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$675,464
Total contributions received or receivable from employer(s)	2012-12-31	$107,556
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,806
2011 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$95,725
Expenses. Total of all expenses incurred	2011-12-31	$525,290
Benefits paid (including direct rollovers)	2011-12-31	$525,290
Total plan assets at end of year	2011-12-31	$1,278,494
Total plan assets at beginning of year	2011-12-31	$1,708,059
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$80,120
Other income received	2011-12-31	$-106,759
Net income (gross income less expenses)	2011-12-31	$-429,565
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,278,494
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,708,059
Assets. Value of participant loans	2011-12-31	$11,185
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$197,524
Total contributions received or receivable from employer(s)	2011-12-31	$122,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

2023: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

16754

Policy instance

Insurance contract or identification number	16754
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-16
Total amount of commissions paid to insurance broker	USD $16,512
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,712
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

16754

Policy instance

Insurance contract or identification number	16754
Number of Individuals Covered	9
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $10,892
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,812
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

16754

Policy instance

Insurance contract or identification number	16754
Number of Individuals Covered	8
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $13,164
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,956
Insurance broker organization code?	3
Insurance broker name	DEMARS PENSION CONSULTING SERVICES

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Company Name:	DR. SAMUEL K. CULLAN AND ASSOCIATES P.C.
Employer identification number (EIN):	431874017
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers