401k Plan data: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN plan

SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN
Plan identification number	002

SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

SUSMAN, DUFFY & SEGALOFF, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SUSMAN, DUFFY & SEGALOFF, P.C.

Employer identification number (EIN): 061025905

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2023-01-01 KAREN KRAVETZ
002 2022-01-01
002 2022-01-01 KAREN KRAVETZ
002 2021-01-01
002 2021-01-01 KAREN KRAVETZ
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JAMES SEGALOFF
002 2016-01-01 JAMES SEGALOFF
002 2015-01-01 JAMES SEGALOFF
002 2014-01-01 JAMES SEGALOFF
002 2013-01-01 JAMES SEGALOFF
002 2012-01-01 JAMES SEGALOFF
002 2011-01-01 JAMES SEGALOFF
002 2010-01-01 JAMES SEGALOFF
002 2009-01-01 JAMES SEGALOFF

Plan Statistics for SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-11 20
Total number of particpants at end of year 2025-07-11 17
Number of Participants With Account Balances 2025-07-11 17
2023: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 12
Number of retired or separated participants receiving benefits 2023-01-01 2
Number of other retired or separated participants entitled to future benefits 2023-01-01 6
Total of all active and inactive participants 2023-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 20
Number of participants with account balances 2023-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 19
Number of participants with account balances 2022-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 12
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 20
Number of participants with account balances 2021-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 14
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 22
Number of participants with account balances 2020-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 22
Number of participants with account balances 2019-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 17
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 24
Number of participants with account balances 2018-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 14
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 23
Number of participants with account balances 2017-01-01 23
2016: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 25
Number of participants with account balances 2016-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 21
Number of participants with account balances 2015-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 21
Number of participants with account balances 2014-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 17
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 27
Number of participants with account balances 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 21
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 28
Number of participants with account balances 2010-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2025: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-11	20
Total number of particpants at end of year	2025-07-11	17
Number of Participants With Account Balances	2025-07-11	17
2023: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	12
Number of retired or separated participants receiving benefits	2023-01-01	2
Number of other retired or separated participants entitled to future benefits	2023-01-01	6
Total of all active and inactive participants	2023-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	20
Number of participants with account balances	2023-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	19
Number of participants with account balances	2022-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	12
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	20
Number of participants with account balances	2021-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	14
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	22
Number of participants with account balances	2020-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	22
Number of participants with account balances	2019-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	17
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	24
Number of participants with account balances	2018-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	14
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	23
Number of participants with account balances	2017-01-01	23
2016: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	25
Number of participants with account balances	2016-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	21
Number of participants with account balances	2015-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	21
Number of participants with account balances	2014-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	17
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	27
Number of participants with account balances	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	21
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	28
Number of participants with account balances	2010-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-11	285436
Net assets as of the end of the plan year	2025-07-11	7730606
Total assets as of the beginning of the plan year	2025-07-11	6958597
Value of plan covered by a fidelity bond	2025-07-11	500000
Participant contributions to plan in this plan year	2025-07-11	98545
Other contributions to plan in this plan year	2025-07-11	0
Other income to plan in this plan year	2025-07-11	919913
Plan net income in this plan year	2025-07-11	772009
Net assets as of the end of the plan year	2025-07-11	7730606
Net assets as of the beginning of the plan year	2025-07-11	6958597
Employer contributions to plan in this plan year	2025-07-11	38987
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-11	26091
2023 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$1,052,713
Expenses. Total of all expenses incurred	2023-12-31	$138,919
Benefits paid (including direct rollovers)	2023-12-31	$116,819
Total plan assets at end of year	2023-12-31	$6,958,597
Total plan assets at beginning of year	2023-12-31	$6,044,803
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$132,693
Other income received	2023-12-31	$873,766
Net income (gross income less expenses)	2023-12-31	$913,794
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,958,597
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$6,044,803
Total contributions received or receivable from employer(s)	2023-12-31	$46,254
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$22,100
2022 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-681,693
Expenses. Total of all expenses incurred	2022-12-31	$151,654
Benefits paid (including direct rollovers)	2022-12-31	$129,814
Total plan assets at end of year	2022-12-31	$6,044,803
Total plan assets at beginning of year	2022-12-31	$6,878,150
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$129,860
Other income received	2022-12-31	$-864,802
Net income (gross income less expenses)	2022-12-31	$-833,347
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,044,803
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,878,150
Total contributions received or receivable from employer(s)	2022-12-31	$53,249
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$21,840
2021 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,198,838
Expenses. Total of all expenses incurred	2021-12-31	$2,214,554
Benefits paid (including direct rollovers)	2021-12-31	$2,187,991
Total plan assets at end of year	2021-12-31	$6,878,150
Total plan assets at beginning of year	2021-12-31	$7,893,866
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$161,364
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$971,895
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-1,015,716
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,878,150
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,893,866
Total contributions received or receivable from employer(s)	2021-12-31	$65,579
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$26,563
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,108,142
Expenses. Total of all expenses incurred	2020-12-31	$23,159
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$7,893,866
Total plan assets at beginning of year	2020-12-31	$6,808,883
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$120,050
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$916,315
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,084,983
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,893,866
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,808,883
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$1,000
Total contributions received or receivable from employer(s)	2020-12-31	$71,777
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$23,159
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,394,891
Expenses. Total of all expenses incurred	2019-12-31	$332,805
Benefits paid (including direct rollovers)	2019-12-31	$311,157
Total plan assets at end of year	2019-12-31	$6,808,883
Total plan assets at beginning of year	2019-12-31	$5,746,797
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$143,157
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$186,813
Other income received	2019-12-31	$982,321
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,062,086
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,808,883
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,746,797
Total contributions received or receivable from employer(s)	2019-12-31	$82,600
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$21,648
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$57,715
Expenses. Total of all expenses incurred	2018-12-31	$628,858
Benefits paid (including direct rollovers)	2018-12-31	$607,117
Total plan assets at end of year	2018-12-31	$5,746,797
Total plan assets at beginning of year	2018-12-31	$6,317,940
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$143,270
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-170,883
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-571,143
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,746,797
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,317,940
Total contributions received or receivable from employer(s)	2018-12-31	$85,328
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$21,741
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$960,805
Expenses. Total of all expenses incurred	2017-12-31	$131,824
Benefits paid (including direct rollovers)	2017-12-31	$112,555
Total plan assets at end of year	2017-12-31	$6,317,940
Total plan assets at beginning of year	2017-12-31	$5,488,959
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$127,807
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$8,063
Other income received	2017-12-31	$751,281
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$828,981
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,317,940
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,488,959
Assets. Value of participant loans	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$73,654
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$19,269
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$664,122
Expenses. Total of all expenses incurred	2016-12-31	$212,856
Benefits paid (including direct rollovers)	2016-12-31	$203,570
Total plan assets at end of year	2016-12-31	$5,489,545
Total plan assets at beginning of year	2016-12-31	$5,038,279
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$135,153
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$159,923
Other income received	2016-12-31	$280,879
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$451,266
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,489,545
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,038,279
Assets. Value of participant loans	2016-12-31	$42,370
Total contributions received or receivable from employer(s)	2016-12-31	$88,167
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,286
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$189,113
Expenses. Total of all expenses incurred	2015-12-31	$501,698
Benefits paid (including direct rollovers)	2015-12-31	$494,738
Total plan assets at end of year	2015-12-31	$5,038,279
Total plan assets at beginning of year	2015-12-31	$5,350,864
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$133,096
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-20,097
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-312,585
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,038,279
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,350,864
Assets. Value of participant loans	2015-12-31	$1,808
Total contributions received or receivable from employer(s)	2015-12-31	$76,114
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$6,960
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$432,882
Expenses. Total of all expenses incurred	2014-12-31	$120,690
Benefits paid (including direct rollovers)	2014-12-31	$98,707
Total plan assets at end of year	2014-12-31	$5,350,864
Total plan assets at beginning of year	2014-12-31	$5,038,672
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$94,602
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$252,187
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$312,192
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,350,864
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,038,672
Assets. Value of participant loans	2014-12-31	$7,508
Total contributions received or receivable from employer(s)	2014-12-31	$86,093
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$21,983
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$976,213
Expenses. Total of all expenses incurred	2013-12-31	$22,726
Benefits paid (including direct rollovers)	2013-12-31	$9,527
Total plan assets at end of year	2013-12-31	$5,038,672
Total plan assets at beginning of year	2013-12-31	$4,085,185
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$95,450
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$807,616
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$953,487
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,038,672
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,085,185
Assets. Value of participant loans	2013-12-31	$9,778
Total contributions received or receivable from employer(s)	2013-12-31	$73,147
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$13,199
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$619,611
Expenses. Total of all expenses incurred	2012-12-31	$269,357
Benefits paid (including direct rollovers)	2012-12-31	$268,907
Total plan assets at end of year	2012-12-31	$4,085,185
Total plan assets at beginning of year	2012-12-31	$3,734,931
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$105,041
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$431,623
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$350,254
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,085,185
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,734,931
Assets. Value of participant loans	2012-12-31	$13,707
Total contributions received or receivable from employer(s)	2012-12-31	$82,947
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$123,739
Expenses. Total of all expenses incurred	2011-12-31	$338,425
Benefits paid (including direct rollovers)	2011-12-31	$338,425
Total plan assets at end of year	2011-12-31	$3,734,931
Total plan assets at beginning of year	2011-12-31	$3,949,617
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$119,814
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-96,001
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-214,686
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,734,931
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,949,617
Assets. Value of participant loans	2011-12-31	$18,235
Total contributions received or receivable from employer(s)	2011-12-31	$99,926
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$577,843
Expenses. Total of all expenses incurred	2010-12-31	$136,725
Benefits paid (including direct rollovers)	2010-12-31	$136,725
Total plan assets at end of year	2010-12-31	$3,949,617
Total plan assets at beginning of year	2010-12-31	$3,508,499
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$112,862
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$366,038
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$441,118
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,949,617
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,508,499
Assets. Value of participant loans	2010-12-31	$4,542
Total contributions received or receivable from employer(s)	2010-12-31	$98,943
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN

2023: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SUSMAN, DUFFY & SEGALOFF, P.C. SECTION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

Policy instance

Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

Policy instance

Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

3002895

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

3002895

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

3002895

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

3002895

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

3002895

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

3002895

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

3002895

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

3002895

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

3002895

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

M4/P9413

Policy instance

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The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	SUSMAN, DUFFY & SEGALOFF, P.C.
Employer identification number (EIN):	061025905
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator
002	2023-01-01
002	2023-01-01	KAREN KRAVETZ
002	2022-01-01
002	2022-01-01	KAREN KRAVETZ
002	2021-01-01
002	2021-01-01	KAREN KRAVETZ
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	JAMES SEGALOFF
002	2016-01-01	JAMES SEGALOFF
002	2015-01-01	JAMES SEGALOFF
002	2014-01-01	JAMES SEGALOFF
002	2013-01-01	JAMES SEGALOFF
002	2012-01-01	JAMES SEGALOFF
002	2011-01-01	JAMES SEGALOFF
002	2010-01-01	JAMES SEGALOFF
002	2009-01-01	JAMES SEGALOFF