401k Plan data: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST plan

BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	002

BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

BARRY M. CORKERN ADVISORY SER, INC. has sponsored the creation of one or more 401k plans.

Company Name: BARRY M. CORKERN ADVISORY SER, INC.

Employer identification number (EIN): 710580974

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 BARRY M. CORKERN BARRY M. CORKERN 2018-07-26
002 2016-01-01 BARRY M. CORKERN BARRY M. CORKERN 2017-10-12
002 2015-01-01 BARRY M. CORKERN BARRY M. CORKERN 2016-10-11
002 2014-01-01 BARRY M. CORKERN BARRY M. CORKERN 2015-07-27
002 2013-01-01 BARRY M. CORKERN BARRY M. CORKERN 2014-07-28
002 2012-01-01 BARRY M. CORKERN BARRY M. CORKERN 2013-07-30
002 2011-01-01 BARRY M. CORKERN BARRY M. CORKERN 2012-07-20
002 2009-01-01 BARRY M. CORKERN BARRY M. CORKERN 2010-07-23

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	BARRY M. CORKERN	BARRY M. CORKERN	2018-07-26
002	2016-01-01	BARRY M. CORKERN	BARRY M. CORKERN	2017-10-12
002	2015-01-01	BARRY M. CORKERN	BARRY M. CORKERN	2016-10-11
002	2014-01-01	BARRY M. CORKERN	BARRY M. CORKERN	2015-07-27
002	2013-01-01	BARRY M. CORKERN	BARRY M. CORKERN	2014-07-28
002	2012-01-01	BARRY M. CORKERN	BARRY M. CORKERN	2013-07-30
002	2011-01-01	BARRY M. CORKERN	BARRY M. CORKERN	2012-07-20
002	2009-01-01	BARRY M. CORKERN	BARRY M. CORKERN	2010-07-23

Plan Statistics for BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 5
Total participants 2023-01-01 5
Number of participants with account balances 2023-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
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 1
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 5
2021: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
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 2
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 1
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
2013: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
2012: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2009: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
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: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	5
Total participants	2023-01-01	5
Number of participants with account balances	2023-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
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	1
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	5
2021: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
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	2
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	1
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
2013: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
2012: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2009: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$307,258
Expenses. Total of all expenses incurred	2023-12-31	$15,000
Benefits paid (including direct rollovers)	2023-12-31	$15,000
Total plan assets at end of year	2023-12-31	$1,196,878
Total plan assets at beginning of year	2023-12-31	$904,620
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$37,789
Other income received	2023-12-31	$230,368
Net income (gross income less expenses)	2023-12-31	$292,258
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,196,878
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$904,620
Assets. Value of participant loans	2023-12-31	$2,276
Total contributions received or receivable from employer(s)	2023-12-31	$39,101
2022 : BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$17,793
Total income from all sources	2022-12-31	$-172,494
Expenses. Total of all expenses incurred	2022-12-31	$19,000
Benefits paid (including direct rollovers)	2022-12-31	$19,000
Total plan assets at end of year	2022-12-31	$904,620
Total plan assets at beginning of year	2022-12-31	$1,113,907
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$40,712
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-262,460
Net income (gross income less expenses)	2022-12-31	$-191,494
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$904,620
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,096,114
Total contributions received or receivable from employer(s)	2022-12-31	$49,254
2021 : BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$17,793
Total plan liabilities at beginning of year	2021-12-31	$3,245
Total income from all sources	2021-12-31	$178,898
Expenses. Total of all expenses incurred	2021-12-31	$5,428
Benefits paid (including direct rollovers)	2021-12-31	$5,428
Total plan assets at end of year	2021-12-31	$1,113,907
Total plan assets at beginning of year	2021-12-31	$925,889
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$44,276
Contributions received from other sources (not participants or employers)	2021-12-31	$3,308
Other income received	2021-12-31	$93,121
Net income (gross income less expenses)	2021-12-31	$173,470
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,096,114
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$922,644
Assets. Value of participant loans	2021-12-31	$6,357
Total contributions received or receivable from employer(s)	2021-12-31	$38,193
2020 : BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$3,245
Total income from all sources	2020-12-31	$189,467
Total plan assets at end of year	2020-12-31	$925,889
Total plan assets at beginning of year	2020-12-31	$733,177
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$17,950
Other income received	2020-12-31	$146,533
Net income (gross income less expenses)	2020-12-31	$189,467
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$922,644
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$733,177
Assets. Value of participant loans	2020-12-31	$8,257
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$83,901
Total contributions received or receivable from employer(s)	2020-12-31	$24,984
2019 : BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$164,485
Expenses. Total of all expenses incurred	2019-12-31	$429
Benefits paid (including direct rollovers)	2019-12-31	$429
Total plan assets at end of year	2019-12-31	$733,177
Total plan assets at beginning of year	2019-12-31	$569,121
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$17,966
Other income received	2019-12-31	$125,249
Net income (gross income less expenses)	2019-12-31	$164,056
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$733,177
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$569,121
Assets. Value of participant loans	2019-12-31	$9,932
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$76,478
Total contributions received or receivable from employer(s)	2019-12-31	$21,270
2018 : BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-126,308
Total plan assets at end of year	2018-12-31	$569,121
Total plan assets at beginning of year	2018-12-31	$695,429
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$17,022
Other income received	2018-12-31	$-165,165
Net income (gross income less expenses)	2018-12-31	$-126,308
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$569,121
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$695,429
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$84,579
Total contributions received or receivable from employer(s)	2018-12-31	$21,835
2017 : BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$110,360
Total plan assets at end of year	2017-12-31	$695,429
Total plan assets at beginning of year	2017-12-31	$585,069
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$16,372
Other income received	2017-12-31	$87,137
Net income (gross income less expenses)	2017-12-31	$110,360
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$695,429
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$585,069
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$159,302
Total contributions received or receivable from employer(s)	2017-12-31	$6,851
2016 : BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$49,432
Total plan assets at end of year	2016-12-31	$585,069
Total plan assets at beginning of year	2016-12-31	$535,637
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$17,279
Other income received	2016-12-31	$24,480
Net income (gross income less expenses)	2016-12-31	$49,432
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$585,069
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$535,637
Assets. Value of participant loans	2016-12-31	$846
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$165,693
Total contributions received or receivable from employer(s)	2016-12-31	$7,673
2015 : BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-44,835
Total plan assets at end of year	2015-12-31	$535,637
Total plan assets at beginning of year	2015-12-31	$580,472
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$16,960
Other income received	2015-12-31	$-69,697
Net income (gross income less expenses)	2015-12-31	$-44,835
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$535,637
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$580,472
Assets. Value of participant loans	2015-12-31	$2,984
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$171,914
Total contributions received or receivable from employer(s)	2015-12-31	$7,902
2014 : BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$37,456
Total plan assets at end of year	2014-12-31	$580,472
Total plan assets at beginning of year	2014-12-31	$543,016
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$16,960
Other income received	2014-12-31	$12,761
Net income (gross income less expenses)	2014-12-31	$37,456
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$580,472
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$543,016
Assets. Value of participant loans	2014-12-31	$5,033
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$232,692
Total contributions received or receivable from employer(s)	2014-12-31	$7,735
2013 : BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$87,899
Total plan assets at end of year	2013-12-31	$543,016
Total plan assets at beginning of year	2013-12-31	$455,117
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$17,531
Other income received	2013-12-31	$62,759
Net income (gross income less expenses)	2013-12-31	$87,899
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$543,016
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$455,117
Assets. Value of participant loans	2013-12-31	$6,997
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$232,692
Total contributions received or receivable from employer(s)	2013-12-31	$7,609
2012 : BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$56,508
Total plan assets at end of year	2012-12-31	$455,117
Total plan assets at beginning of year	2012-12-31	$398,609
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$17,225
Other income received	2012-12-31	$32,924
Net income (gross income less expenses)	2012-12-31	$56,508
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$455,117
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$398,609
Assets. Value of participant loans	2012-12-31	$8,950
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$225,692
Total contributions received or receivable from employer(s)	2012-12-31	$6,359
2011 : BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$14,783
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$398,609
Total plan assets at beginning of year	2011-12-31	$383,826
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$19,049
Other income received	2011-12-31	$-10,692
Net income (gross income less expenses)	2011-12-31	$14,783
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$398,609
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$383,826
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$178,210
Total contributions received or receivable from employer(s)	2011-12-31	$6,426
2010 : BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$50,970
Expenses. Total of all expenses incurred	2010-12-31	$6,000
Benefits paid (including direct rollovers)	2010-12-31	$6,000
Total plan assets at end of year	2010-12-31	$383,826
Total plan assets at beginning of year	2010-12-31	$338,856
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$12,694
Other income received	2010-12-31	$31,157
Net income (gross income less expenses)	2010-12-31	$44,970
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$383,826
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$338,856
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$50,000
Total contributions received or receivable from employer(s)	2010-12-31	$7,119

Form 5500 Responses for BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST

2023: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 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: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 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
2021: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 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: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 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: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 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: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 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: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 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: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 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: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 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: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 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: BARRY M. CORKERN ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BARRY M. CORKERN ADVISORY SER, INC.
Employer identification number (EIN):	710580974
NAIC Classification:	523900