401k Plan data: THE PORTNOY SAVINGS AND RETIREMENT PLAN plan

THE PORTNOY SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	THE PORTNOY SAVINGS AND RETIREMENT PLAN
Plan identification number	001

THE PORTNOY SAVINGS AND RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PORTNOY MESSINGER PEARL AND ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

Company Name: PORTNOY MESSINGER PEARL AND ASSOCIATES, INC

Employer identification number (EIN): 112104390

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PORTNOY SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SUZANNE CHIOFOLO 2024-09-30
001 2022-01-01 SUZANNE CHIOFOLO 2023-10-12
001 2021-01-01 SUZANNE CHIOFOLO 2022-06-30
001 2020-01-01 SUZANNE CHIOFOLO 2021-10-13
001 2019-01-01 SUZANNE CHIOFOLO 2020-09-24
001 2018-01-01 SUZANNE CHIOFOLO 2019-12-12 SUZANNE CHIOFOLO 2019-12-12
001 2017-01-01 SUZANNE CHIOFOLO 2018-10-12 SUZANNE CHIOFOLO 2018-10-12
001 2016-01-01 RONALD FRIEDMAN 2017-07-27 RONALD FRIEDMAN 2017-07-27
001 2015-01-01 ALAN PEARL 2016-05-10 ALAN PEARL 2016-05-10
001 2014-01-01 ALAN PEARL 2015-05-07 ALAN PEARL 2015-05-07
001 2013-01-01 ALAN PEARL 2014-03-20 ALAN PEARL 2014-03-20
001 2012-01-01 ALAN B. PEARL 2013-05-06
001 2011-01-01 ALAN B PEARL 2012-07-05
001 2010-01-01 ALAN B. PEARL 2012-06-15
001 2009-01-01 ALAN B. PEARL
001 2009-01-01 ALAN B. PEARL ALAN B. PEARL 2010-09-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SUZANNE CHIOFOLO	2024-09-30
001	2022-01-01	SUZANNE CHIOFOLO	2023-10-12
001	2021-01-01	SUZANNE CHIOFOLO	2022-06-30
001	2020-01-01	SUZANNE CHIOFOLO	2021-10-13
001	2019-01-01	SUZANNE CHIOFOLO	2020-09-24
001	2018-01-01	SUZANNE CHIOFOLO	2019-12-12	SUZANNE CHIOFOLO	2019-12-12
001	2017-01-01	SUZANNE CHIOFOLO	2018-10-12	SUZANNE CHIOFOLO	2018-10-12
001	2016-01-01	RONALD FRIEDMAN	2017-07-27	RONALD FRIEDMAN	2017-07-27
001	2015-01-01	ALAN PEARL	2016-05-10	ALAN PEARL	2016-05-10
001	2014-01-01	ALAN PEARL	2015-05-07	ALAN PEARL	2015-05-07
001	2013-01-01	ALAN PEARL	2014-03-20	ALAN PEARL	2014-03-20
001	2012-01-01	ALAN B. PEARL	2013-05-06
001	2011-01-01	ALAN B PEARL	2012-07-05
001	2010-01-01	ALAN B. PEARL	2012-06-15
001	2009-01-01	ALAN B. PEARL
001	2009-01-01	ALAN B. PEARL		ALAN B. PEARL	2010-09-02

Plan Statistics for THE PORTNOY SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for THE PORTNOY SAVINGS AND RETIREMENT PLAN

Measure Date Value
2009: THE PORTNOY SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
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 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2009: THE PORTNOY SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
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	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on THE PORTNOY SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2009 : THE PORTNOY SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for THE PORTNOY SAVINGS AND RETIREMENT PLAN

2009: THE PORTNOY SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	PORTNOY MESSINGER PEARL AND ASSOCIATES, INC
Employer identification number (EIN):	112104390
NAIC Classification:	541600