401k Plan data: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL plan

MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 401k Plan overview

Plan Name	MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL
Plan identification number	001

MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MICKEY, CASANOVA & SACK has sponsored the creation of one or more 401k plans.

Company Name: MICKEY, CASANOVA & SACK

Employer identification number (EIN): 953558195

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 SILVER D. SACK
001 2017-01-01 SILVER D. SACK
001 2016-01-01 SILVER D. SACK
001 2015-01-01 SILVER D. SACK
001 2014-01-01 SILVER D. SACK
001 2013-01-01 SILVER SACK SILVER SACK 2014-05-01
001 2012-01-01 SILVER SACK
001 2011-01-01 SILVER SACK
001 2009-01-01 SILVER SACK

Plan Statistics for MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL

401k plan membership statisitcs for MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL

Measure Date Value
2022: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Total of all active and inactive participants 2022-01-01 3
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 0
2021: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Total of all active and inactive participants 2021-01-01 3
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 0
2020: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Total of all active and inactive participants 2020-01-01 3
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 0
2019: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Total of all active and inactive participants 2019-01-01 3
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 0
2018: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Total of all active and inactive participants 2018-01-01 3
Total participants 2018-01-01 3
2017: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Total of all active and inactive participants 2017-01-01 3
Total participants 2017-01-01 3
2016: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
2015: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
2014: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
2013: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
2012: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
2011: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
2009: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3

Measure	Date	Value
2022: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Total of all active and inactive participants	2022-01-01	3
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	0
2021: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Total of all active and inactive participants	2021-01-01	3
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	0
2020: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Total of all active and inactive participants	2020-01-01	3
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	0
2019: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Total of all active and inactive participants	2019-01-01	3
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	0
2018: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Total of all active and inactive participants	2018-01-01	3
Total participants	2018-01-01	3
2017: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Total of all active and inactive participants	2017-01-01	3
Total participants	2017-01-01	3
2016: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
2015: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
2014: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
2013: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
2012: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
2011: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
2009: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3

Financial Data on MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL

Measure	Date	Value
2022 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2022 401k financial data
Total income from all sources	2022-12-31	$-91,043
Expenses. Total of all expenses incurred	2022-12-31	$59,000
Benefits paid (including direct rollovers)	2022-12-31	$59,000
Total plan assets at end of year	2022-12-31	$1,823,883
Total plan assets at beginning of year	2022-12-31	$1,973,926
Other income received	2022-12-31	$-112,712
Net income (gross income less expenses)	2022-12-31	$-150,043
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,823,883
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,973,926
Total contributions received or receivable from employer(s)	2022-12-31	$21,669
2021 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2021 401k financial data
Total income from all sources	2021-12-31	$296,212
Expenses. Total of all expenses incurred	2021-12-31	$51,300
Benefits paid (including direct rollovers)	2021-12-31	$51,300
Total plan assets at end of year	2021-12-31	$1,973,926
Total plan assets at beginning of year	2021-12-31	$1,729,014
Other income received	2021-12-31	$272,480
Net income (gross income less expenses)	2021-12-31	$244,912
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,973,926
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,729,014
Total contributions received or receivable from employer(s)	2021-12-31	$23,732
2020 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2020 401k financial data
Total income from all sources	2020-12-31	$84,297
Total plan assets at end of year	2020-12-31	$1,729,014
Total plan assets at beginning of year	2020-12-31	$1,644,717
Other income received	2020-12-31	$58,347
Net income (gross income less expenses)	2020-12-31	$84,297
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,729,014
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,644,717
Total contributions received or receivable from employer(s)	2020-12-31	$25,950
2019 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2019 401k financial data
Total income from all sources	2019-12-31	$272,242
Expenses. Total of all expenses incurred	2019-12-31	$41,522
Benefits paid (including direct rollovers)	2019-12-31	$41,522
Total plan assets at end of year	2019-12-31	$1,644,717
Total plan assets at beginning of year	2019-12-31	$1,413,997
Other income received	2019-12-31	$248,570
Net income (gross income less expenses)	2019-12-31	$230,720
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,644,717
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,413,997
Total contributions received or receivable from employer(s)	2019-12-31	$23,672
2018 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2018 401k financial data
Total income from all sources	2018-12-31	$-82,174
Total plan assets at end of year	2018-12-31	$1,413,997
Total plan assets at beginning of year	2018-12-31	$1,496,171
Other income received	2018-12-31	$-107,421
Net income (gross income less expenses)	2018-12-31	$-82,174
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,413,997
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,496,171
Total contributions received or receivable from employer(s)	2018-12-31	$25,247
2017 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2017 401k financial data
Total income from all sources	2017-12-31	$154,469
Total plan assets at end of year	2017-12-31	$1,496,171
Total plan assets at beginning of year	2017-12-31	$1,341,702
Other income received	2017-12-31	$129,218
Net income (gross income less expenses)	2017-12-31	$154,469
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,496,171
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,341,702
Total contributions received or receivable from employer(s)	2017-12-31	$25,251
2016 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2016 401k financial data
Total income from all sources	2016-12-31	$170,318
Total plan assets at end of year	2016-12-31	$1,341,702
Total plan assets at beginning of year	2016-12-31	$1,171,384
Other income received	2016-12-31	$144,805
Net income (gross income less expenses)	2016-12-31	$170,318
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,341,702
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,171,384
Total contributions received or receivable from employer(s)	2016-12-31	$25,513
2015 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2015 401k financial data
Total income from all sources	2015-12-31	$-61,339
Total plan assets at end of year	2015-12-31	$1,171,384
Total plan assets at beginning of year	2015-12-31	$1,232,723
Other income received	2015-12-31	$-86,117
Net income (gross income less expenses)	2015-12-31	$-61,339
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,171,384
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,232,723
Total contributions received or receivable from employer(s)	2015-12-31	$24,778
2014 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2014 401k financial data
Total income from all sources	2014-12-31	$70,709
Total plan assets at end of year	2014-12-31	$1,232,723
Total plan assets at beginning of year	2014-12-31	$1,162,014
Other income received	2014-12-31	$46,132
Net income (gross income less expenses)	2014-12-31	$70,709
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,232,723
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,162,014
Total contributions received or receivable from employer(s)	2014-12-31	$24,577
2013 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2013 401k financial data
Total income from all sources	2013-12-31	$140,805
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,162,014
Total plan assets at beginning of year	2013-12-31	$1,021,209
Other income received	2013-12-31	$116,392
Net income (gross income less expenses)	2013-12-31	$140,805
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,162,014
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,021,209
Total contributions received or receivable from employer(s)	2013-12-31	$24,413
2012 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2012 401k financial data
Total income from all sources	2012-12-31	$105,080
Total plan assets at end of year	2012-12-31	$1,021,209
Total plan assets at beginning of year	2012-12-31	$916,129
Other income received	2012-12-31	$81,797
Net income (gross income less expenses)	2012-12-31	$105,080
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,021,209
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$916,129
Total contributions received or receivable from employer(s)	2012-12-31	$23,283
2011 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2011 401k financial data
Total income from all sources	2011-12-31	$-11,683
Total plan assets at end of year	2011-12-31	$916,129
Total plan assets at beginning of year	2011-12-31	$927,812
Other income received	2011-12-31	$-31,884
Net income (gross income less expenses)	2011-12-31	$-11,683
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$916,129
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$927,812
Total contributions received or receivable from employer(s)	2011-12-31	$20,201
2010 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2010 401k financial data
Total income from all sources	2010-12-31	$120,273
Expenses. Total of all expenses incurred	2010-12-31	$17,933
Benefits paid (including direct rollovers)	2010-12-31	$17,933
Total plan assets at end of year	2010-12-31	$927,812
Total plan assets at beginning of year	2010-12-31	$825,472
Other income received	2010-12-31	$99,484
Net income (gross income less expenses)	2010-12-31	$102,340
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$927,812
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$825,472
Total contributions received or receivable from employer(s)	2010-12-31	$20,789

Form 5500 Responses for MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL

2022: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MICKEY, CASANOVA & SACK
Employer identification number (EIN):	953558195
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants