401k Plan data: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN plan

RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number	003

RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION

Employer identification number (EIN): 680234527

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01 JASON HARREL 2022-10-10
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 JASON HARREL
003 2016-01-01 RICHARD S. CALONE
003 2015-01-01 RICHARD S. CALONE
003 2014-01-01 RICHARD S. CALONE
003 2014-01-01 RICHARD S. CALONE
003 2013-01-01 RICHARD S. CALONE
003 2012-01-01 RICHARD S. CALONE
003 2011-01-01 RICHARD S. CALONE
003 2009-01-01 RICHARD S. CALONE

Plan Statistics for RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 14
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 16
Number of participants with account balances 2023-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 16
Number of retired or separated participants receiving benefits 2022-01-01 0
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 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 16
Number of participants with account balances 2022-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2020: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
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 7
Total of all active and inactive participants 2020-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 19
Number of participants with account balances 2020-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
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 2
Total of all active and inactive participants 2019-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 18
Number of participants with account balances 2019-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 13
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 2
Total of all active and inactive participants 2018-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 15
Number of participants with account balances 2018-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 18
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 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 18
Number of participants with account balances 2017-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
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 4
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 17
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 4
Total of all active and inactive participants 2015-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 21
Number of participants with account balances 2015-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
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 10
Total of all active and inactive participants 2014-01-01 22
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 20
Total participants 2013-01-01 20
Number of participants with account balances 2013-01-01 20
2012: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
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 4
Total of all active and inactive participants 2012-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 20
Number of participants with account balances 2012-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 19
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 15
2009: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
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 7
Total of all active and inactive participants 2009-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	14
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	16
Number of participants with account balances	2023-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	16
Number of retired or separated participants receiving benefits	2022-01-01	0
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	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	16
Number of participants with account balances	2022-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2020: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
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	7
Total of all active and inactive participants	2020-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	19
Number of participants with account balances	2020-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
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	2
Total of all active and inactive participants	2019-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	18
Number of participants with account balances	2019-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	13
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	2
Total of all active and inactive participants	2018-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	15
Number of participants with account balances	2018-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	18
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	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	18
Number of participants with account balances	2017-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
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	4
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	17
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	4
Total of all active and inactive participants	2015-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	21
Number of participants with account balances	2015-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
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	10
Total of all active and inactive participants	2014-01-01	22
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	20
Total participants	2013-01-01	20
Number of participants with account balances	2013-01-01	20
2012: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
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	4
Total of all active and inactive participants	2012-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	20
Number of participants with account balances	2012-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	19
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	15
2009: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
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	7
Total of all active and inactive participants	2009-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$701,052
Expenses. Total of all expenses incurred	2023-12-31	$116,365
Benefits paid (including direct rollovers)	2023-12-31	$109,676
Total plan assets at end of year	2023-12-31	$2,801,964
Total plan assets at beginning of year	2023-12-31	$2,217,277
Value of fidelity bond covering the plan	2023-12-31	$250,000
Total contributions received or receivable from participants	2023-12-31	$141,475
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Other income received	2023-12-31	$425,223
Net income (gross income less expenses)	2023-12-31	$584,687
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,801,964
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,217,277
Assets. Value of participant loans	2023-12-31	$16,440
Total contributions received or receivable from employer(s)	2023-12-31	$134,354
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$6,689
2022 : RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-224,284
Expenses. Total of all expenses incurred	2022-12-31	$24,181
Benefits paid (including direct rollovers)	2022-12-31	$4,323
Total plan assets at end of year	2022-12-31	$2,217,277
Total plan assets at beginning of year	2022-12-31	$2,465,742
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$133,100
Expenses. Other expenses not covered elsewhere	2022-12-31	$15,972
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-478,086
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-248,465
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,217,277
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,465,742
Assets. Value of participant loans	2022-12-31	$14,953
Total contributions received or receivable from employer(s)	2022-12-31	$120,702
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$1,168
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$2,718
2020 : RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$435,283
Expenses. Total of all expenses incurred	2020-12-31	$54,534
Benefits paid (including direct rollovers)	2020-12-31	$40,720
Total plan assets at end of year	2020-12-31	$2,123,842
Total plan assets at beginning of year	2020-12-31	$1,743,093
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$45,427
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$264,981
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$380,749
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,123,842
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,743,093
Assets. Value of participant loans	2020-12-31	$36,458
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$66,840
Total contributions received or receivable from employer(s)	2020-12-31	$124,875
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$13,814
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$467,178
Expenses. Total of all expenses incurred	2019-12-31	$19,020
Benefits paid (including direct rollovers)	2019-12-31	$7,982
Total plan assets at end of year	2019-12-31	$1,743,093
Total plan assets at beginning of year	2019-12-31	$1,294,935
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$62,095
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$282,107
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$448,158
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,743,093
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,294,935
Assets. Value of participant loans	2019-12-31	$41,529
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$57,000
Total contributions received or receivable from employer(s)	2019-12-31	$122,976
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$11,038
2018 : RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$111,296
Expenses. Total of all expenses incurred	2018-12-31	$90,855
Benefits paid (including direct rollovers)	2018-12-31	$81,233
Total plan assets at end of year	2018-12-31	$1,294,935
Total plan assets at beginning of year	2018-12-31	$1,274,494
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$55,832
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-58,141
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$20,441
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,294,935
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,274,494
Assets. Value of participant loans	2018-12-31	$12,690
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$57,000
Total contributions received or receivable from employer(s)	2018-12-31	$113,605
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$9,622
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$255,900
Expenses. Total of all expenses incurred	2017-12-31	$11,164
Benefits paid (including direct rollovers)	2017-12-31	$2,017
Total plan assets at end of year	2017-12-31	$1,274,494
Total plan assets at beginning of year	2017-12-31	$1,029,758
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$48,728
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$6,553
Other income received	2017-12-31	$164,438
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$244,736
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,274,494
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,029,758
Assets. Value of participant loans	2017-12-31	$29,695
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$57,000
Total contributions received or receivable from employer(s)	2017-12-31	$36,181
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$9,147
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$185,886
Expenses. Total of all expenses incurred	2016-12-31	$752,136
Benefits paid (including direct rollovers)	2016-12-31	$750,416
Total plan assets at end of year	2016-12-31	$1,029,758
Total plan assets at beginning of year	2016-12-31	$1,596,008
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$61,831
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$3,099
Other income received	2016-12-31	$19,850
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-566,250
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,029,758
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,596,008
Assets. Value of participant loans	2016-12-31	$28,030
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$57,000
Total contributions received or receivable from employer(s)	2016-12-31	$101,106
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,720
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$361,077
Expenses. Total of all expenses incurred	2015-12-31	$608,303
Benefits paid (including direct rollovers)	2015-12-31	$607,246
Total plan assets at end of year	2015-12-31	$1,596,008
Total plan assets at beginning of year	2015-12-31	$1,843,234
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$58,108
Other income received	2015-12-31	$223,224
Net income (gross income less expenses)	2015-12-31	$-247,226
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,596,008
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,843,234
Assets. Value of participant loans	2015-12-31	$55,867
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$146,317
Assets. Value of real-estate (other than employer real property)	2015-12-31	$382,000
Total contributions received or receivable from employer(s)	2015-12-31	$79,745
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,057
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$152,475
Expenses. Total of all expenses incurred	2014-12-31	$6,567
Benefits paid (including direct rollovers)	2014-12-31	$1,159
Total plan assets at end of year	2014-12-31	$1,843,234
Total plan assets at beginning of year	2014-12-31	$1,697,326
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$54,696
Assets. Value of loans (other than to participants)	2014-12-31	$61,031
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$5,553
Other income received	2014-12-31	$23,407
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$145,908
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,843,234
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,697,326
Assets. Value of participant loans	2014-12-31	$3,163
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$420,112
Assets. Value of real-estate (other than employer real property)	2014-12-31	$232,000
Total contributions received or receivable from employer(s)	2014-12-31	$68,819
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,408
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$104,375
Expenses. Total of all expenses incurred	2013-12-31	$51,037
Benefits paid (including direct rollovers)	2013-12-31	$51,037
Total plan assets at end of year	2013-12-31	$1,697,326
Total plan assets at beginning of year	2013-12-31	$1,643,988
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$56,824
Assets. Value of loans (other than to participants)	2013-12-31	$91,226
Other income received	2013-12-31	$7,551
Net income (gross income less expenses)	2013-12-31	$53,338
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,697,326
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,643,988
Assets. Value of participant loans	2013-12-31	$7,429
Assets. Value of real-estate (other than employer real property)	2013-12-31	$545,553
Total contributions received or receivable from employer(s)	2013-12-31	$40,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 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	$-224,650
Expenses. Total of all expenses incurred	2012-12-31	$376,441
Benefits paid (including direct rollovers)	2012-12-31	$376,441
Total plan assets at end of year	2012-12-31	$1,663,500
Total plan assets at beginning of year	2012-12-31	$2,264,591
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$55,670
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$18,489
Other income received	2012-12-31	$-348,132
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-601,091
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,663,500
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,264,591
Assets. Value of participant loans	2012-12-31	$90,850
Assets. Value of real-estate (other than employer real property)	2012-12-31	$548,730
Total contributions received or receivable from employer(s)	2012-12-31	$49,323
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-75,503
Expenses. Total of all expenses incurred	2011-12-31	$697,547
Benefits paid (including direct rollovers)	2011-12-31	$697,547
Total plan assets at end of year	2011-12-31	$2,264,591
Total plan assets at beginning of year	2011-12-31	$3,037,641
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$55,011
Assets. Value of loans (other than to participants)	2011-12-31	$61,376
Other income received	2011-12-31	$-198,019
Net income (gross income less expenses)	2011-12-31	$-773,050
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,264,591
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,037,641
Assets. Value of participant loans	2011-12-31	$60,199
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$605,056
Total contributions received or receivable from employer(s)	2011-12-31	$67,505
2010 : RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-296,177
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$357,047
Expenses. Total of all expenses incurred	2010-12-31	$39,755
Benefits paid (including direct rollovers)	2010-12-31	$39,755
Total plan assets at end of year	2010-12-31	$3,037,641
Total plan assets at beginning of year	2010-12-31	$3,016,526
Total contributions received or receivable from participants	2010-12-31	$73,954
Assets. Value of loans (other than to participants)	2010-12-31	$68,502
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$161,559
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$317,292
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,037,641
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,016,526
Assets. Value of participant loans	2010-12-31	$48,235
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$567,556
Total contributions received or receivable from employer(s)	2010-12-31	$121,534
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN

2023: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2020: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION
Employer identification number (EIN):	680234527
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01	JASON HARREL	2022-10-10
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	JASON HARREL
003	2016-01-01	RICHARD S. CALONE
003	2015-01-01	RICHARD S. CALONE
003	2014-01-01	RICHARD S. CALONE
003	2014-01-01	RICHARD S. CALONE
003	2013-01-01	RICHARD S. CALONE
003	2012-01-01	RICHARD S. CALONE
003	2011-01-01	RICHARD S. CALONE
003	2009-01-01	RICHARD S. CALONE