401k Plan data: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN plan

ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN
Plan identification number	001

ISAACSON & RAYMOND, P.A. PROFIT SHARING 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

ISAACSON & RAYMOND, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ISAACSON & RAYMOND, P.A.

Employer identification number (EIN): 010429782

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 MICHELLE PELLETIER 2022-01-26 MICHELLE PELLETIER 2022-01-26
001 2020-01-01 MICHELLE PELLETIER 2021-03-04 MICHELLE PELLETIER 2021-03-04
001 2019-01-01 DANIEL DAUTEUIL 2020-04-03 DANIEL DAUTEUIL 2020-04-03
001 2018-01-01 LISA DUMONT 2019-03-26 LISA DUMONT 2019-03-26
001 2017-01-01 LISA DUMONT 2018-07-19 LISA DUMONT 2018-07-19
001 2016-01-01 LISA DUMONT 2017-04-04 LISA DUMONT 2017-04-04
001 2015-01-01 LISA DUMONT 2016-07-15 LISA DUMONT 2016-07-15
001 2014-01-01 LISA DUMONT
001 2013-01-01 LISA DUMONT
001 2011-10-01 LISA DUMONT LISA DUMONT 2013-08-09
001 2010-10-01 SUSAN B. GORDON
001 2009-10-01 SUSAN B. GORDON SUSAN B. GORDON 2011-04-21
001 2009-10-01 SUSAN B. GORDON 2011-04-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	MICHELLE PELLETIER	2022-01-26	MICHELLE PELLETIER	2022-01-26
001	2020-01-01	MICHELLE PELLETIER	2021-03-04	MICHELLE PELLETIER	2021-03-04
001	2019-01-01	DANIEL DAUTEUIL	2020-04-03	DANIEL DAUTEUIL	2020-04-03
001	2018-01-01	LISA DUMONT	2019-03-26	LISA DUMONT	2019-03-26
001	2017-01-01	LISA DUMONT	2018-07-19	LISA DUMONT	2018-07-19
001	2016-01-01	LISA DUMONT	2017-04-04	LISA DUMONT	2017-04-04
001	2015-01-01	LISA DUMONT	2016-07-15	LISA DUMONT	2016-07-15
001	2014-01-01	LISA DUMONT
001	2013-01-01	LISA DUMONT
001	2011-10-01	LISA DUMONT		LISA DUMONT	2013-08-09
001	2010-10-01	SUSAN B. GORDON
001	2009-10-01	SUSAN B. GORDON		SUSAN B. GORDON	2011-04-21
001	2009-10-01			SUSAN B. GORDON	2011-04-21

Plan Statistics for ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN

Measure Date Value
2014: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 21
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 5
Total of all active and inactive participants 2014-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 26
Number of participants with account balances 2014-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2011: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 15
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 3
Total of all active and inactive participants 2011-10-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 18
Number of participants with account balances 2011-10-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 23
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 20
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 3
Total of all active and inactive participants 2010-10-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 23
Number of participants with account balances 2010-10-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 22
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 20
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 4
Total of all active and inactive participants 2009-10-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 24
Number of participants with account balances 2009-10-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2014: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	21
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	5
Total of all active and inactive participants	2014-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	26
Number of participants with account balances	2014-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2011: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	15
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	3
Total of all active and inactive participants	2011-10-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	18
Number of participants with account balances	2011-10-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	23
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	20
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	3
Total of all active and inactive participants	2010-10-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	23
Number of participants with account balances	2010-10-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	22
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	20
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	4
Total of all active and inactive participants	2009-10-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	24
Number of participants with account balances	2009-10-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN

Measure	Date	Value
2014 : ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$267,452
Expenses. Total of all expenses incurred	2014-12-31	$163,922
Benefits paid (including direct rollovers)	2014-12-31	$156,088
Total plan assets at end of year	2014-12-31	$2,590,166
Total plan assets at beginning of year	2014-12-31	$2,486,636
Total contributions received or receivable from participants	2014-12-31	$63,587
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$176,152
Net income (gross income less expenses)	2014-12-31	$103,530
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,590,166
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,486,636
Assets. Value of participant loans	2014-12-31	$17,189
Total contributions received or receivable from employer(s)	2014-12-31	$27,713
Value of certain deemed distributions of participant loans	2014-12-31	$7,834
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$684,987
Expenses. Total of all expenses incurred	2013-12-31	$921,945
Benefits paid (including direct rollovers)	2013-12-31	$921,945
Total plan assets at end of year	2013-12-31	$2,468,520
Total plan assets at beginning of year	2013-12-31	$2,705,478
Value of fidelity bond covering the plan	2013-12-31	$280,000
Total contributions received or receivable from participants	2013-12-31	$84,374
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$566,590
Net income (gross income less expenses)	2013-12-31	$-236,958
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,468,520
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,705,478
Assets. Value of participant loans	2013-12-31	$30,718
Total contributions received or receivable from employer(s)	2013-12-31	$34,023
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$591,726
Expenses. Total of all expenses incurred	2012-09-30	$158,358
Benefits paid (including direct rollovers)	2012-09-30	$158,358
Total plan assets at end of year	2012-09-30	$2,741,524
Total plan assets at beginning of year	2012-09-30	$2,308,156
Value of fidelity bond covering the plan	2012-09-30	$280,000
Total contributions received or receivable from participants	2012-09-30	$97,574
Expenses. Other expenses not covered elsewhere	2012-09-30	$0
Contributions received from other sources (not participants or employers)	2012-09-30	$0
Other income received	2012-09-30	$455,814
Net income (gross income less expenses)	2012-09-30	$433,368
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$2,741,524
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$2,308,156
Assets. Value of participant loans	2012-09-30	$20,730
Total contributions received or receivable from employer(s)	2012-09-30	$38,338
Value of certain deemed distributions of participant loans	2012-09-30	$0
Value of corrective distributions	2012-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
Funding deficiency by the employer to the plan for this plan year	2012-09-30	$0
Minimum employer required contribution for this plan year	2012-09-30	$0
Amount contributed by the employer to the plan for this plan year	2012-09-30	$0
2011 : ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$67,345
Expenses. Total of all expenses incurred	2011-09-30	$457,898
Benefits paid (including direct rollovers)	2011-09-30	$455,576
Total plan assets at end of year	2011-09-30	$2,308,156
Total plan assets at beginning of year	2011-09-30	$2,698,709
Value of fidelity bond covering the plan	2011-09-30	$200,000
Total contributions received or receivable from participants	2011-09-30	$82,607
Expenses. Other expenses not covered elsewhere	2011-09-30	$0
Contributions received from other sources (not participants or employers)	2011-09-30	$0
Other income received	2011-09-30	$-46,935
Net income (gross income less expenses)	2011-09-30	$-390,553
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$2,308,156
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$2,698,709
Assets. Value of participant loans	2011-09-30	$15,941
Total contributions received or receivable from employer(s)	2011-09-30	$31,673
Value of certain deemed distributions of participant loans	2011-09-30	$2,322
Value of corrective distributions	2011-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-09-30	$0
Minimum employer required contribution for this plan year	2011-09-30	$0
Amount contributed by the employer to the plan for this plan year	2011-09-30	$0
2010 : ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-09-30	$325,955
Expenses. Total of all expenses incurred	2010-09-30	$0
Benefits paid (including direct rollovers)	2010-09-30	$0
Total plan assets at end of year	2010-09-30	$2,698,709
Total plan assets at beginning of year	2010-09-30	$2,372,754
Value of fidelity bond covering the plan	2010-09-30	$200,000
Total contributions received or receivable from participants	2010-09-30	$83,539
Expenses. Other expenses not covered elsewhere	2010-09-30	$0
Contributions received from other sources (not participants or employers)	2010-09-30	$0
Other income received	2010-09-30	$211,146
Net income (gross income less expenses)	2010-09-30	$325,955
Net plan assets at end of year (total assets less liabilities)	2010-09-30	$2,698,709
Net plan assets at beginning of year (total assets less liabilities)	2010-09-30	$2,372,754
Assets. Value of participant loans	2010-09-30	$21,933
Total contributions received or receivable from employer(s)	2010-09-30	$31,270
Value of certain deemed distributions of participant loans	2010-09-30	$0
Value of corrective distributions	2010-09-30	$0

Form 5500 Responses for ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN

2014: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 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
2011: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: ISAACSON & RAYMOND, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	Yes
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ISAACSON & RAYMOND, P.A.
Employer identification number (EIN):	010429782
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers