401k Plan data: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN plan

GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN
Plan identification number	001

GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 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.
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

GORDON MCKERNAN INJURY ATTORNEYS LLC 401K RETIREMENT PLAN has sponsored the creation of one or more 401k plans.

Company Name: GORDON MCKERNAN INJURY ATTORNEYS LLC 401K RETIREMENT PLAN

Employer identification number (EIN): 721407192

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 JAMES SCALA 2023-10-13
001 2021-01-01 JAMES SCALA 2022-10-11
001 2020-01-01 JAMES SCALA 2022-02-07
001 2019-01-01 JAMES SCALA 2020-10-14
001 2018-01-01 JAMES SCALA 2019-10-10
001 2017-01-01
001 2016-01-01
001 2016-01-01
001 2015-01-01 JAMES SCALA 2016-04-11 JAMES SCALA 2016-04-11
001 2014-01-01 JAMES SCALA 2015-10-14 JAMES SCALA 2015-10-14
001 2013-01-01 JAMES SCALA 2014-09-11 JAMES SCALA 2014-09-11
001 2012-01-01 LINDA MARINO 2013-10-07 LINDA MARINO 2013-10-07
001 2011-01-01 JOAN PLAUCHE 2012-07-25 JOAN PLAUCHE 2012-07-25
001 2010-01-01 JOAN PLAUCHE 2011-10-17 JOAN PLAUCHE 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	JAMES SCALA	2023-10-13
001	2021-01-01	JAMES SCALA	2022-10-11
001	2020-01-01	JAMES SCALA	2022-02-07
001	2019-01-01	JAMES SCALA	2020-10-14
001	2018-01-01	JAMES SCALA	2019-10-10
001	2017-01-01
001	2016-01-01
001	2016-01-01
001	2015-01-01	JAMES SCALA	2016-04-11	JAMES SCALA	2016-04-11
001	2014-01-01	JAMES SCALA	2015-10-14	JAMES SCALA	2015-10-14
001	2013-01-01	JAMES SCALA	2014-09-11	JAMES SCALA	2014-09-11
001	2012-01-01	LINDA MARINO	2013-10-07	LINDA MARINO	2013-10-07
001	2011-01-01	JOAN PLAUCHE	2012-07-25	JOAN PLAUCHE	2012-07-25
001	2010-01-01	JOAN PLAUCHE	2011-10-17	JOAN PLAUCHE	2011-10-17

Plan Statistics for GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN

Measure Date Value
2023: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 189
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 39
Total of all active and inactive participants 2023-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 228
Number of participants with account balances 2023-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 177
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 33
Total of all active and inactive participants 2022-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 210
Number of participants with account balances 2022-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 159
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 41
Total of all active and inactive participants 2021-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 201
Number of participants with account balances 2021-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 155
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 37
Total of all active and inactive participants 2020-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 194
Number of participants with account balances 2020-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 181
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 20
Total of all active and inactive participants 2019-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 201
Number of participants with account balances 2019-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 146
Number of retired or separated participants receiving benefits 2018-01-01 7
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 166
Number of participants with account balances 2018-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2023: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	189
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	39
Total of all active and inactive participants	2023-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	228
Number of participants with account balances	2023-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	177
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	33
Total of all active and inactive participants	2022-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	210
Number of participants with account balances	2022-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	159
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	41
Total of all active and inactive participants	2021-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	201
Number of participants with account balances	2021-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	155
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	37
Total of all active and inactive participants	2020-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	194
Number of participants with account balances	2020-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	181
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	20
Total of all active and inactive participants	2019-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	201
Number of participants with account balances	2019-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	146
Number of retired or separated participants receiving benefits	2018-01-01	7
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	166
Number of participants with account balances	2018-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN

Measure	Date	Value
2023 : GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$3,535,153
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$941,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$861,911
Expenses. Certain deemed distributions of participant loans	2023-12-31	$40,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,873,921
Value of total assets at end of year	2023-12-31	$11,919,581
Value of total assets at beginning of year	2023-12-31	$9,325,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$39,160
Total interest from all sources	2023-12-31	$7,134
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$15,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$15,136
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,177,590
Participant contributions at end of year	2023-12-31	$151,539
Participant contributions at beginning of year	2023-12-31	$78,888
Participant contributions at end of year	2023-12-31	$139
Participant contributions at beginning of year	2023-12-31	$137
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$7,917
Other income not declared elsewhere	2023-12-31	$2
Liabilities. Value of operating payables at end of year	2023-12-31	$223
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,593,794
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$11,919,358
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$9,325,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$9,246,422
Value of interest in pooled separate accounts at end of year	2023-12-31	$11,714,818
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$0
Interest on participant loans	2023-12-31	$7,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$895,232
Net investment gain/loss from pooled separate accounts	2023-12-31	$743,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$688,414
Employer contributions (assets) at end of year	2023-12-31	$52,727
Employer contributions (assets) at beginning of year	2023-12-31	$117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$861,911
Contract administrator fees	2023-12-31	$39,160
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	Yes
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN	2023-12-31	720636725
2022 : GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-409,387
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$855,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$836,172
Expenses. Certain deemed distributions of participant loans	2022-12-31	$-5,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,585,000
Value of total assets at end of year	2022-12-31	$9,325,564
Value of total assets at beginning of year	2022-12-31	$10,590,662
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$24,700
Total interest from all sources	2022-12-31	$4,405
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$-1,998,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$-1,998,792
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$920,042
Participant contributions at end of year	2022-12-31	$78,888
Participant contributions at beginning of year	2022-12-31	$73,316
Participant contributions at end of year	2022-12-31	$137
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$170,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,265,098
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,325,564
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,590,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,246,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,517,346
Interest on participant loans	2022-12-31	$4,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$494,059
Employer contributions (assets) at end of year	2022-12-31	$117
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$836,172
Contract administrator fees	2022-12-31	$24,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN	2022-12-31	720636725
2021 : GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,795,999
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$807,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$786,309
Expenses. Certain deemed distributions of participant loans	2021-12-31	$-1,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,327,090
Value of total assets at end of year	2021-12-31	$10,590,662
Value of total assets at beginning of year	2021-12-31	$8,602,613
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$23,264
Total interest from all sources	2021-12-31	$4,178
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,464,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,464,731
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$859,501
Participant contributions at end of year	2021-12-31	$73,316
Participant contributions at beginning of year	2021-12-31	$87,954
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$25,648
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$35,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,988,049
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,590,662
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,602,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,517,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,475,976
Interest on participant loans	2021-12-31	$4,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$432,362
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$13,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$786,309
Contract administrator fees	2021-12-31	$23,264
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN	2021-12-31	720636725
2020 : GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$297
Total income from all sources (including contributions)	2020-12-31	$2,648,446
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$411,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$389,712
Expenses. Certain deemed distributions of participant loans	2020-12-31	$4,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,232,442
Value of total assets at end of year	2020-12-31	$8,602,613
Value of total assets at beginning of year	2020-12-31	$6,365,713
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,083
Total interest from all sources	2020-12-31	$4,955
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$280,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$280,458
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$818,769
Participant contributions at end of year	2020-12-31	$87,954
Participant contributions at beginning of year	2020-12-31	$55,749
Participant contributions at end of year	2020-12-31	$25,648
Participant contributions at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$297
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,237,197
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,602,613
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,365,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,475,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,309,964
Interest on participant loans	2020-12-31	$4,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,130,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$413,673
Employer contributions (assets) at end of year	2020-12-31	$13,035
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$389,712
Contract administrator fees	2020-12-31	$17,083
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN	2020-12-31	720636725
2019 : GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$297
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,328,389
Total income from all sources (including contributions)	2019-12-31	$2,328,389
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$53,487
Total of all expenses incurred	2019-12-31	$53,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$39,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$39,622
Expenses. Certain deemed distributions of participant loans	2019-12-31	$3,601
Expenses. Certain deemed distributions of participant loans	2019-12-31	$3,601
Value of total corrective distributions	2019-12-31	$297
Value of total corrective distributions	2019-12-31	$297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,228,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,228,054
Value of total assets at end of year	2019-12-31	$6,365,713
Value of total assets at end of year	2019-12-31	$6,365,713
Value of total assets at beginning of year	2019-12-31	$4,090,514
Value of total assets at beginning of year	2019-12-31	$4,090,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,967
Total interest from all sources	2019-12-31	$2,144
Total interest from all sources	2019-12-31	$2,144
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$281,789
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$281,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$281,789
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$281,789
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$745,990
Contributions received from participants	2019-12-31	$745,990
Participant contributions at end of year	2019-12-31	$55,749
Participant contributions at end of year	2019-12-31	$55,749
Participant contributions at beginning of year	2019-12-31	$12,271
Participant contributions at beginning of year	2019-12-31	$12,271
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$20,434
Participant contributions at beginning of year	2019-12-31	$20,434
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$69,706
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$69,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,274,902
Value of net income/loss	2019-12-31	$2,274,902
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,365,416
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,365,416
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,090,514
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,090,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,309,964
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,309,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,048,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,048,122
Interest on participant loans	2019-12-31	$2,144
Interest on participant loans	2019-12-31	$2,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$816,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$816,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$412,358
Contributions received in cash from employer	2019-12-31	$412,358
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$9,687
Employer contributions (assets) at beginning of year	2019-12-31	$9,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$39,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$39,622
Contract administrator fees	2019-12-31	$9,967
Contract administrator fees	2019-12-31	$9,967
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HANNIS T. BOURGEOIS, LLP
Accountancy firm name	2019-12-31	HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN	2019-12-31	720636725
Accountancy firm EIN	2019-12-31	720636725
2018 : GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$755,129
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$158,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$157,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,012,349
Value of total assets at end of year	2018-12-31	$4,090,514
Value of total assets at beginning of year	2018-12-31	$3,493,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$845
Total interest from all sources	2018-12-31	$696
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$221,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$221,624
Administrative expenses professional fees incurred	2018-12-31	$845
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$632,746
Participant contributions at end of year	2018-12-31	$12,271
Participant contributions at beginning of year	2018-12-31	$11,534
Participant contributions at end of year	2018-12-31	$20,434
Participant contributions at beginning of year	2018-12-31	$16,013
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$17,426
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$596,987
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,090,514
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,493,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,048,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,455,734
Interest on participant loans	2018-12-31	$696
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-479,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$362,177
Employer contributions (assets) at end of year	2018-12-31	$9,687
Employer contributions (assets) at beginning of year	2018-12-31	$10,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$157,297
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN	2018-12-31	720636725

Form 5500 Responses for GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN

2023: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

H3NN

Policy instance

Insurance contract or identification number	H3NN
Number of Individuals Covered	163
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $13,109
Total amount of fees paid to insurance company	USD $17,589
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
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
Other information about contract	GROUP VAR ANNUITY W/GUAR FUND

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Company Name:	GORDON MCKERNAN INJURY ATTORNEYS LLC 401K RETIREMENT PLAN
Employer identification number (EIN):	721407192
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers