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WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 401k Plan overview

Plan NameWOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN
Plan identification number 004

WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WOLF, GREENFIELD & SACKS P.C. has sponsored the creation of one or more 401k plans.

Company Name:WOLF, GREENFIELD & SACKS P.C.
Employer identification number (EIN):042613631
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01ELIZABETH DORNBURGH
0042016-01-01SHEILA LEDUC
0042015-01-01SHEILA LEDUC
0042014-01-01SHEILA LEDUC
0042013-01-01SHEILA LEDUC
0042012-01-01SHEILA LEDUC
0042011-01-01SHEILA CONNORS LEDUC SHEILA CONNORS LEDUC2012-09-26
0042010-01-01SHEILA CONNORS LEDUC SHEILA CONNORS LEDUC2011-09-14
0042009-01-01SHEILA CONNORS LEDUC

Plan Statistics for WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN

401k plan membership statisitcs for WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN

Measure Date Value
2023: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01583
Total number of active participants reported on line 7a of the Form 55002023-01-01433
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01150
Total of all active and inactive participants2023-01-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01583
Number of participants with account balances2023-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-018
2022: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01537
Total number of active participants reported on line 7a of the Form 55002022-01-01422
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01140
Total of all active and inactive participants2022-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01562
Number of participants with account balances2022-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01466
Total number of active participants reported on line 7a of the Form 55002021-01-01386
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01127
Total of all active and inactive participants2021-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01513
Number of participants with account balances2021-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01440
Total number of active participants reported on line 7a of the Form 55002020-01-01355
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01110
Total of all active and inactive participants2020-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01466
Number of participants with account balances2020-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01422
Total number of active participants reported on line 7a of the Form 55002019-01-01343
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0196
Total of all active and inactive participants2019-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01440
Number of participants with account balances2019-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01401
Total number of active participants reported on line 7a of the Form 55002018-01-01335
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0186
Total of all active and inactive participants2018-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01422
Number of participants with account balances2018-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01366
Total number of active participants reported on line 7a of the Form 55002017-01-01312
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0171
Total of all active and inactive participants2017-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01384
Number of participants with account balances2017-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0126
2016: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01350
Total number of active participants reported on line 7a of the Form 55002016-01-01302
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01366
Number of participants with account balances2016-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01326
Total number of active participants reported on line 7a of the Form 55002015-01-01253
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0177
Total of all active and inactive participants2015-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01331
Number of participants with account balances2015-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01302
Total number of active participants reported on line 7a of the Form 55002014-01-01242
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0169
Total of all active and inactive participants2014-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01313
Number of participants with account balances2014-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01289
Total number of active participants reported on line 7a of the Form 55002013-01-01237
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01302
Number of participants with account balances2013-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01274
Total number of active participants reported on line 7a of the Form 55002012-01-01217
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0161
Total of all active and inactive participants2012-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01280
Number of participants with account balances2012-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01258
Total number of active participants reported on line 7a of the Form 55002011-01-01205
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01267
Number of participants with account balances2011-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01249
Total number of active participants reported on line 7a of the Form 55002010-01-01193
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0159
Total of all active and inactive participants2010-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01253
Number of participants with account balances2010-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01277
Total number of active participants reported on line 7a of the Form 55002009-01-01195
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0148
Total of all active and inactive participants2009-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01244
Number of participants with account balances2009-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN

Measure Date Value
2023 : WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
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$41,925,939
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$8,897,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$8,735,389
Value of total corrective distributions2023-12-31$198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$13,553,441
Value of total assets at end of year2023-12-31$180,219,302
Value of total assets at beginning of year2023-12-31$147,191,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$162,160
Total interest from all sources2023-12-31$58,575
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,531,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,531,863
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$5,727,417
Participant contributions at end of year2023-12-31$853,557
Participant contributions at beginning of year2023-12-31$865,983
Assets. Other investments not covered elsewhere at end of year2023-12-31$3,548,244
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$2,653,063
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,253,342
Other income not declared elsewhere2023-12-31$895,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$33,028,192
Value of net assets at end of year (total assets less liabilities)2023-12-31$180,219,302
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$147,191,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$53,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$164,618,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$132,922,584
Value of interest in pooled separate accounts at end of year2023-12-31$11,199,121
Value of interest in pooled separate accounts at beginning of year2023-12-31$10,749,480
Interest on participant loans2023-12-31$58,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$24,540,427
Net investment gain/loss from pooled separate accounts2023-12-31$346,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$4,572,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,735,389
Contract administrator fees2023-12-31$89,397
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS P.C.
Accountancy firm EIN2023-12-31431947695
2022 : WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-20,897,517
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,778,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,609,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,469,684
Value of total assets at end of year2022-12-31$147,191,110
Value of total assets at beginning of year2022-12-31$173,867,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$169,737
Total interest from all sources2022-12-31$45,888
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,988,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,988,929
Administrative expenses professional fees incurred2022-12-31$28,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,044,586
Participant contributions at end of year2022-12-31$865,983
Participant contributions at beginning of year2022-12-31$809,624
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,653,063
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,791,501
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,298,300
Other income not declared elsewhere2022-12-31$-1,138,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-26,676,376
Value of net assets at end of year (total assets less liabilities)2022-12-31$147,191,110
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$173,867,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$31,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$132,922,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$160,587,503
Value of interest in pooled separate accounts at end of year2022-12-31$10,749,480
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,678,858
Interest earned on other investments2022-12-31$45,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-32,522,930
Net investment gain/loss from pooled separate accounts2022-12-31$259,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,126,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,609,122
Contract administrator fees2022-12-31$110,702
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-12-31431947695
2021 : WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$34,355,531
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,058,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,923,689
Value of total corrective distributions2021-12-31$1,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,981,517
Value of total assets at end of year2021-12-31$173,867,486
Value of total assets at beginning of year2021-12-31$142,570,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$133,004
Total interest from all sources2021-12-31$42,630
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,541,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,541,363
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,357,693
Participant contributions at end of year2021-12-31$809,624
Participant contributions at beginning of year2021-12-31$755,995
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,791,501
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,165,788
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$897,411
Other income not declared elsewhere2021-12-31$625,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$31,296,915
Value of net assets at end of year (total assets less liabilities)2021-12-31$173,867,486
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$142,570,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$67,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$160,587,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$130,151,897
Value of interest in pooled separate accounts at end of year2021-12-31$8,678,858
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,496,891
Interest on participant loans2021-12-31$42,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$22,992,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,726,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,923,689
Contract administrator fees2021-12-31$65,250
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$0
Total income from all sources (including contributions)2020-12-31$30,052,700
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,170,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,007,876
Value of total corrective distributions2020-12-31$778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,096,930
Value of total assets at end of year2020-12-31$142,570,571
Value of total assets at beginning of year2020-12-31$113,688,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$161,829
Total interest from all sources2020-12-31$50,722
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,313,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,313,423
Administrative expenses professional fees incurred2020-12-31$16,250
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,868,730
Participant contributions at end of year2020-12-31$755,995
Participant contributions at beginning of year2020-12-31$859,654
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,165,788
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,421,606
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$877,888
Other income not declared elsewhere2020-12-31$744,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$28,882,217
Value of net assets at end of year (total assets less liabilities)2020-12-31$142,570,571
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$113,688,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$54,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$130,151,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$104,134,511
Value of interest in pooled separate accounts at end of year2020-12-31$8,496,891
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,272,583
Interest on participant loans2020-12-31$50,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,673,891
Net investment gain/loss from pooled separate accounts2020-12-31$173,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,350,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,007,876
Contract administrator fees2020-12-31$91,539
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-12-31431947695
2019 : WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end 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$30,148,244
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,633,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,537,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,029,492
Value of total assets at end of year2019-12-31$113,688,354
Value of total assets at beginning of year2019-12-31$86,173,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$95,896
Total interest from all sources2019-12-31$49,729
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,523,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,523,787
Administrative expenses professional fees incurred2019-12-31$16,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,587,746
Participant contributions at end of year2019-12-31$859,654
Participant contributions at beginning of year2019-12-31$663,358
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,421,606
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,106,004
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,260,889
Other income not declared elsewhere2019-12-31$315,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$27,514,938
Value of net assets at end of year (total assets less liabilities)2019-12-31$113,688,354
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$86,173,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$37,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$104,134,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$77,583,018
Value of interest in pooled separate accounts at end of year2019-12-31$6,272,583
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,821,036
Interest on participant loans2019-12-31$49,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,069,957
Net investment gain/loss from pooled separate accounts2019-12-31$159,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,180,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,537,410
Contract administrator fees2019-12-31$42,193
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
2018 : WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$2,040,934
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,296,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,227,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,756,827
Value of total assets at end of year2018-12-31$86,173,416
Value of total assets at beginning of year2018-12-31$85,428,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$68,732
Total interest from all sources2018-12-31$40,556
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$31,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$31,333
Administrative expenses professional fees incurred2018-12-31$12,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,339,286
Participant contributions at end of year2018-12-31$663,358
Participant contributions at beginning of year2018-12-31$750,140
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,106,004
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,137,337
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$524,820
Other income not declared elsewhere2018-12-31$-31,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$744,545
Value of net assets at end of year (total assets less liabilities)2018-12-31$86,173,416
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$85,428,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$35,396
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$77,583,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$77,801,300
Value of interest in pooled separate accounts at end of year2018-12-31$5,821,036
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,740,094
Interest on participant loans2018-12-31$40,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,868,254
Net investment gain/loss from pooled separate accounts2018-12-31$111,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,892,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,227,657
Contract administrator fees2018-12-31$21,336
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$19,835,895
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,686,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,613,820
Value of total corrective distributions2017-12-31$2,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,171,099
Value of total assets at end of year2017-12-31$85,428,871
Value of total assets at beginning of year2017-12-31$74,278,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$69,324
Total interest from all sources2017-12-31$38,878
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$935,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$935,907
Administrative expenses professional fees incurred2017-12-31$12,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,856,382
Participant contributions at end of year2017-12-31$750,140
Participant contributions at beginning of year2017-12-31$629,360
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,137,337
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,994,815
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$826,190
Other income not declared elsewhere2017-12-31$142,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,149,888
Value of net assets at end of year (total assets less liabilities)2017-12-31$85,428,871
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$74,278,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$34,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$77,801,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$64,738,282
Value of interest in pooled separate accounts at end of year2017-12-31$4,740,094
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,916,526
Interest on participant loans2017-12-31$38,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,451,067
Net investment gain/loss from pooled separate accounts2017-12-31$96,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,488,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,613,820
Contract administrator fees2017-12-31$22,683
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,437,646
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,280,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,227,012
Value of total corrective distributions2016-12-31$1,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,671,537
Value of total assets at end of year2016-12-31$74,278,983
Value of total assets at beginning of year2016-12-31$66,121,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,929
Total interest from all sources2016-12-31$34,967
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$863,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$863,454
Administrative expenses professional fees incurred2016-12-31$49,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,577,950
Participant contributions at end of year2016-12-31$629,360
Participant contributions at beginning of year2016-12-31$629,360
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,994,815
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,720,238
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$705,736
Other income not declared elsewhere2016-12-31$274,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,157,611
Value of net assets at end of year (total assets less liabilities)2016-12-31$74,278,983
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$66,121,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$64,738,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$57,469,004
Value of interest in pooled separate accounts at end of year2016-12-31$6,916,526
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,302,770
Interest on participant loans2016-12-31$34,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,484,751
Net investment gain/loss from pooled separate accounts2016-12-31$108,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,387,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,227,012
Contract administrator fees2016-12-31$2,929
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,001,982
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,703,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,645,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,937,599
Value of total assets at end of year2015-12-31$66,121,372
Value of total assets at beginning of year2015-12-31$63,823,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$57,897
Total interest from all sources2015-12-31$32,381
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$787,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$787,603
Administrative expenses professional fees incurred2015-12-31$43,114
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,362,379
Participant contributions at end of year2015-12-31$629,360
Participant contributions at beginning of year2015-12-31$712,967
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,720,238
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,491,611
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,214,487
Other income not declared elsewhere2015-12-31$-155,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,298,131
Value of net assets at end of year (total assets less liabilities)2015-12-31$66,121,372
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$63,823,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$57,469,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$55,099,306
Value of interest in pooled separate accounts at end of year2015-12-31$6,302,770
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,519,357
Interest on participant loans2015-12-31$32,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-706,326
Net investment gain/loss from pooled separate accounts2015-12-31$106,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,360,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,645,954
Contract administrator fees2015-12-31$13,111
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695
2014 : WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,530,177
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,867,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,830,198
Expenses. Certain deemed distributions of participant loans2014-12-31$1,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,598,646
Value of total assets at end of year2014-12-31$63,823,241
Value of total assets at beginning of year2014-12-31$57,160,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,918
Total interest from all sources2014-12-31$37,047
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$726,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$726,243
Administrative expenses professional fees incurred2014-12-31$33,587
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,132,624
Participant contributions at end of year2014-12-31$712,967
Participant contributions at beginning of year2014-12-31$655,502
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,491,611
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,547,542
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$265,872
Other income not declared elsewhere2014-12-31$-55,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,662,645
Value of net assets at end of year (total assets less liabilities)2014-12-31$63,823,241
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$57,160,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$340
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$55,099,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$47,754,111
Value of interest in pooled separate accounts at end of year2014-12-31$6,519,357
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,203,441
Interest on participant loans2014-12-31$37,047
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,164,231
Net investment gain/loss from pooled separate accounts2014-12-31$59,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,200,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,830,198
Contract administrator fees2014-12-31$1,991
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2014-12-31431947695
2013 : WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,552,097
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,817,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,772,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,717,917
Value of total assets at end of year2013-12-31$57,160,596
Value of total assets at beginning of year2013-12-31$47,425,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,701
Total interest from all sources2013-12-31$30,730
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$556,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$556,217
Administrative expenses professional fees incurred2013-12-31$40,489
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,037,824
Participant contributions at end of year2013-12-31$655,502
Participant contributions at beginning of year2013-12-31$600,971
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,547,542
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,971,461
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$643,236
Other income not declared elsewhere2013-12-31$-2,423,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,734,679
Value of net assets at end of year (total assets less liabilities)2013-12-31$57,160,596
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$47,425,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$47,754,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$35,532,899
Value of interest in pooled separate accounts at end of year2013-12-31$7,203,441
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,320,586
Interest on participant loans2013-12-31$30,730
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,537,782
Net investment gain/loss from pooled separate accounts2013-12-31$133,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,036,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,772,717
Contract administrator fees2013-12-31$4,212
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2013-12-31431947695
2012 : WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,033,636
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,485,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,430,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,022,049
Value of total assets at end of year2012-12-31$47,425,917
Value of total assets at beginning of year2012-12-31$40,877,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$54,646
Total interest from all sources2012-12-31$27,437
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$557,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$557,093
Administrative expenses professional fees incurred2012-12-31$49,057
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,842,239
Participant contributions at end of year2012-12-31$600,971
Participant contributions at beginning of year2012-12-31$475,203
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,971,461
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,764,203
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$310,090
Other income not declared elsewhere2012-12-31$207,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,548,589
Value of net assets at end of year (total assets less liabilities)2012-12-31$47,425,917
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,877,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$35,532,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,306,265
Value of interest in pooled separate accounts at end of year2012-12-31$7,320,586
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,812,436
Interest on participant loans2012-12-31$27,437
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$3,519,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,477,035
Net investment gain/loss from pooled separate accounts2012-12-31$164,789
Net investment gain or loss from common/collective trusts2012-12-31$577,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,869,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,430,401
Contract administrator fees2012-12-31$5,589
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2012-12-31431947695
2011 : WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,723,725
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,635,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,594,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,845,188
Value of total assets at end of year2011-12-31$40,877,328
Value of total assets at beginning of year2011-12-31$38,788,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$40,461
Total interest from all sources2011-12-31$25,444
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$400,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$400,248
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,686,357
Participant contributions at end of year2011-12-31$475,203
Participant contributions at beginning of year2011-12-31$455,312
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,764,203
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,817,799
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$355,933
Other income not declared elsewhere2011-12-31$53,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,088,486
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,877,328
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,788,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$189
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$26,306,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,023,294
Value of interest in pooled separate accounts at end of year2011-12-31$6,812,436
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,022,203
Interest on participant loans2011-12-31$25,444
Value of interest in common/collective trusts at end of year2011-12-31$3,519,221
Value of interest in common/collective trusts at beginning of year2011-12-31$3,470,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-760,267
Net investment gain/loss from pooled separate accounts2011-12-31$159,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,802,898
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,594,778
Contract administrator fees2011-12-31$40,272
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2011-12-31431947695
2010 : WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,834,655
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,392,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,363,228
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,648,437
Value of total assets at end of year2010-12-31$38,788,842
Value of total assets at beginning of year2010-12-31$32,346,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,443
Total interest from all sources2010-12-31$24,056
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$300,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$300,937
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,682,430
Participant contributions at end of year2010-12-31$455,312
Participant contributions at beginning of year2010-12-31$425,126
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,817,799
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,203,630
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$131,555
Other income not declared elsewhere2010-12-31$614,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,441,984
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,788,842
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,346,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$27,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$25,023,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,375,084
Value of interest in pooled separate accounts at end of year2010-12-31$6,022,203
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,839,731
Interest on participant loans2010-12-31$24,056
Value of interest in common/collective trusts at end of year2010-12-31$3,470,234
Value of interest in common/collective trusts at beginning of year2010-12-31$3,503,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,814,215
Net investment gain/loss from pooled separate accounts2010-12-31$137,087
Net investment gain or loss from common/collective trusts2010-12-31$295,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,834,452
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,363,228
Contract administrator fees2010-12-31$1,900
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN
Accountancy firm EIN2010-12-31431947695

Form 5500 Responses for WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN

2023: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered574
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered525
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered491
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered449
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered420
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 2
Insurance contract or identification number31507
Number of Individuals Covered397
Insurance policy start date2018-12-14
Insurance policy end date2018-12-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-14
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered357
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered306
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered294
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered282
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered261
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered246
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered240
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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