401k Plan data: YANKOWITZ LAW FIRM PC PENSION PLAN plan

YANKOWITZ LAW FIRM PC PENSION PLAN 401k Plan overview

Plan Name	YANKOWITZ LAW FIRM PC PENSION PLAN
Plan identification number	001

YANKOWITZ LAW FIRM PC PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

YANKOWITZ LAW FIRM PC has sponsored the creation of one or more 401k plans.

Company Name: YANKOWITZ LAW FIRM PC

Employer identification number (EIN): 113414245

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YANKOWITZ LAW FIRM PC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 JACK A YANKOWITZ 2019-03-13
001 2017-01-01
001 2016-01-01
001 2015-01-01 JACK A. YANKOWITZ
001 2014-01-01 JACK A. YANKOWITZ
001 2013-01-01 JACK A. YANKOWITZ
001 2012-01-01 JACK A. YANKOWITZ
001 2011-01-01 JACK A. YANKOWITZ
001 2009-01-01 JACK A. YANKOWITZ

Plan Statistics for YANKOWITZ LAW FIRM PC PENSION PLAN

401k plan membership statisitcs for YANKOWITZ LAW FIRM PC PENSION PLAN

Measure Date Value
2018: YANKOWITZ LAW FIRM PC PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,441,856
Acturial value of plan assets 2018-12-31 3,441,856
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 2,732,004
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 2,732,004
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 2,732,004
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 316,246
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 316,246
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 368,616
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 99,278
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: YANKOWITZ LAW FIRM PC PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,717,157
Acturial value of plan assets 2017-12-31 3,717,157
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 24,827
Active participant vested funding target 2017-12-31 2,680,671
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 2,683,096
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 2,707,923
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 271,316
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 271,316
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 316,246
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 88,471
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: YANKOWITZ LAW FIRM PC PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,189,033
Acturial value of plan assets 2016-12-31 3,189,033
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 26,234
Active participant vested funding target 2016-12-31 2,567,890
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 2,567,890
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 2,594,124
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 262,878
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 262,878
Present value of excess contributions 2016-12-31 165,002
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 175,232
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 271,316
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 182,222
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: YANKOWITZ LAW FIRM PC PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 1
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: YANKOWITZ LAW FIRM PC PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: YANKOWITZ LAW FIRM PC PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 4
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: YANKOWITZ LAW FIRM PC PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: YANKOWITZ LAW FIRM PC PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 4
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: YANKOWITZ LAW FIRM PC PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 2
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: YANKOWITZ LAW FIRM PC PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,441,856
Acturial value of plan assets	2018-12-31	3,441,856
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	2,732,004
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	2,732,004
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	2,732,004
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	316,246
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	316,246
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	368,616
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	99,278
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: YANKOWITZ LAW FIRM PC PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,717,157
Acturial value of plan assets	2017-12-31	3,717,157
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	24,827
Active participant vested funding target	2017-12-31	2,680,671
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	2,683,096
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	2,707,923
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	271,316
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	271,316
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	316,246
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	88,471
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: YANKOWITZ LAW FIRM PC PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,189,033
Acturial value of plan assets	2016-12-31	3,189,033
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	26,234
Active participant vested funding target	2016-12-31	2,567,890
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	2,567,890
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	2,594,124
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	262,878
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	262,878
Present value of excess contributions	2016-12-31	165,002
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	175,232
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	271,316
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	182,222
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: YANKOWITZ LAW FIRM PC PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	1
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: YANKOWITZ LAW FIRM PC PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: YANKOWITZ LAW FIRM PC PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	4
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: YANKOWITZ LAW FIRM PC PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: YANKOWITZ LAW FIRM PC PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	4
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: YANKOWITZ LAW FIRM PC PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	2
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on YANKOWITZ LAW FIRM PC PENSION PLAN

Measure	Date	Value
2016 : YANKOWITZ LAW FIRM PC PENSION PLAN 2016 401k financial data
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	$158,585
Expenses. Total of all expenses incurred	2016-12-31	$26,234
Benefits paid (including direct rollovers)	2016-12-31	$26,234
Total plan assets at end of year	2016-12-31	$3,189,033
Total plan assets at beginning of year	2016-12-31	$3,056,682
Value of fidelity bond covering the plan	2016-12-31	$300,000
Other income received	2016-12-31	$158,585
Net income (gross income less expenses)	2016-12-31	$132,351
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,189,033
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,056,682
Total contributions received or receivable from employer(s)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : YANKOWITZ LAW FIRM PC PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$167,402
Expenses. Total of all expenses incurred	2015-12-31	$88,656
Benefits paid (including direct rollovers)	2015-12-31	$88,656
Total plan assets at end of year	2015-12-31	$3,056,682
Total plan assets at beginning of year	2015-12-31	$2,977,936
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$-32,598
Net income (gross income less expenses)	2015-12-31	$78,746
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,056,682
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,977,936
Total contributions received or receivable from employer(s)	2015-12-31	$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : YANKOWITZ LAW FIRM PC PENSION 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	$327,475
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,977,936
Total plan assets at beginning of year	2014-12-31	$2,650,461
Value of fidelity bond covering the plan	2014-12-31	$300,000
Other income received	2014-12-31	$127,475
Net income (gross income less expenses)	2014-12-31	$327,475
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,977,936
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,650,461
Total contributions received or receivable from employer(s)	2014-12-31	$200,000
2013 : YANKOWITZ LAW FIRM PC PENSION PLAN 2013 401k financial data
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	$474,165
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,650,461
Total plan assets at beginning of year	2013-12-31	$2,176,296
Value of fidelity bond covering the plan	2013-12-31	$300,000
Other income received	2013-12-31	$274,165
Net income (gross income less expenses)	2013-12-31	$474,165
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,650,461
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,176,296
Total contributions received or receivable from employer(s)	2013-12-31	$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : YANKOWITZ LAW FIRM PC PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$275,238
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,176,296
Total plan assets at beginning of year	2012-12-31	$1,901,058
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$149,255
Net income (gross income less expenses)	2012-12-31	$275,238
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,176,296
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,901,058
Total contributions received or receivable from employer(s)	2012-12-31	$125,983
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$125,983
Amount contributed by the employer to the plan for this plan year	2012-12-31	$125,983
2011 : YANKOWITZ LAW FIRM PC PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$62,733
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,901,058
Total plan assets at beginning of year	2011-12-31	$1,838,325
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$-62,267
Net income (gross income less expenses)	2011-12-31	$62,733
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,901,058
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,838,325
Total contributions received or receivable from employer(s)	2011-12-31	$125,000
2010 : YANKOWITZ LAW FIRM PC PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$272,789
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,838,325
Total plan assets at beginning of year	2010-12-31	$1,565,536
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$141,278
Net income (gross income less expenses)	2010-12-31	$272,789
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,838,325
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,565,536
Total contributions received or receivable from employer(s)	2010-12-31	$131,511
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : YANKOWITZ LAW FIRM PC PENSION 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 YANKOWITZ LAW FIRM PC PENSION PLAN

2016: YANKOWITZ LAW FIRM PC PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: YANKOWITZ LAW FIRM PC PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: YANKOWITZ LAW FIRM PC PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: YANKOWITZ LAW FIRM PC PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: YANKOWITZ LAW FIRM PC PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: YANKOWITZ LAW FIRM PC PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: YANKOWITZ LAW FIRM PC PENSION 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	YANKOWITZ LAW FIRM PC
Employer identification number (EIN):	113414245
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01
001	2018-01-01	JACK A YANKOWITZ	2019-03-13
001	2017-01-01
001	2016-01-01
001	2015-01-01	JACK A. YANKOWITZ
001	2014-01-01	JACK A. YANKOWITZ
001	2013-01-01	JACK A. YANKOWITZ
001	2012-01-01	JACK A. YANKOWITZ
001	2011-01-01	JACK A. YANKOWITZ
001	2009-01-01	JACK A. YANKOWITZ