401k Plan data: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN plan

BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN
Plan identification number	001

BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

BUCHBINDER TUNICK & COMPANY LLP has sponsored the creation of one or more 401k plans.

Company Name: BUCHBINDER TUNICK & COMPANY LLP

Employer identification number (EIN): 131578842

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID SANDS DAVID SANDS 2018-10-15
001 2016-01-01 DAVID SANDS DAVID SANDS 2017-10-16
001 2015-01-01 DAVID SANDS DAVID SANDS 2016-10-15
001 2014-01-01 DAVID SANDS DAVID SANDS 2015-10-01
001 2013-01-01 DAVID SANDS DAVID SANDS 2014-10-14
001 2012-01-01 DAVID SANDS DAVID SANDS 2013-09-25
001 2011-01-01 HARRY WENDROFF HARRY WENDROFF 2012-09-20
001 2009-01-01 HARRY WENDROFF

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DAVID SANDS	DAVID SANDS	2018-10-15
001	2016-01-01	DAVID SANDS	DAVID SANDS	2017-10-16
001	2015-01-01	DAVID SANDS	DAVID SANDS	2016-10-15
001	2014-01-01	DAVID SANDS	DAVID SANDS	2015-10-01
001	2013-01-01	DAVID SANDS	DAVID SANDS	2014-10-14
001	2012-01-01	DAVID SANDS	DAVID SANDS	2013-09-25
001	2011-01-01	HARRY WENDROFF	HARRY WENDROFF	2012-09-20
001	2009-01-01	HARRY WENDROFF

Plan Statistics for BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 118
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 59
Total of all active and inactive participants 2022-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 180
Number of participants with account balances 2022-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 103
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 60
Total of all active and inactive participants 2021-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 172
Number of participants with account balances 2021-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 15
2020: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 109
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 55
Total of all active and inactive participants 2020-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 171
Number of participants with account balances 2020-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 120
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 43
Total of all active and inactive participants 2019-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 170
Number of participants with account balances 2019-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 114
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 44
Total of all active and inactive participants 2018-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 159
Number of participants with account balances 2018-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 120
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 32
Total of all active and inactive participants 2017-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 158
Number of participants with account balances 2017-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 115
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 26
Total of all active and inactive participants 2016-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 146
Number of participants with account balances 2016-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 81
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 32
Total of all active and inactive participants 2015-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 115
Number of participants with account balances 2015-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 72
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 30
Total of all active and inactive participants 2014-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 107
Number of participants with account balances 2014-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 75
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 29
Total of all active and inactive participants 2013-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 108
Number of participants with account balances 2013-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 84
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 23
Total of all active and inactive participants 2012-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 111
Number of participants with account balances 2012-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 80
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 107
Number of participants with account balances 2011-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 14
2009: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 88
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 16
Total of all active and inactive participants 2009-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 107
Number of participants with account balances 2009-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2022: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	118
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	59
Total of all active and inactive participants	2022-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	180
Number of participants with account balances	2022-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	103
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	60
Total of all active and inactive participants	2021-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	172
Number of participants with account balances	2021-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	15
2020: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	109
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	55
Total of all active and inactive participants	2020-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	171
Number of participants with account balances	2020-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	120
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	43
Total of all active and inactive participants	2019-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	170
Number of participants with account balances	2019-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	114
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	44
Total of all active and inactive participants	2018-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	159
Number of participants with account balances	2018-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	120
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	32
Total of all active and inactive participants	2017-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	158
Number of participants with account balances	2017-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	115
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	26
Total of all active and inactive participants	2016-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	146
Number of participants with account balances	2016-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	81
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	32
Total of all active and inactive participants	2015-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	115
Number of participants with account balances	2015-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	72
Number of retired or separated participants receiving benefits	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	30
Total of all active and inactive participants	2014-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	107
Number of participants with account balances	2014-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	75
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	29
Total of all active and inactive participants	2013-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	108
Number of participants with account balances	2013-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	84
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	23
Total of all active and inactive participants	2012-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	111
Number of participants with account balances	2012-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	80
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	107
Number of participants with account balances	2011-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	14
2009: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	88
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	16
Total of all active and inactive participants	2009-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	107
Number of participants with account balances	2009-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2022 : BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,819,747
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,373,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,302,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,993,081
Value of total assets at end of year	2022-12-31	$30,684,662
Value of total assets at beginning of year	2022-12-31	$33,877,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$70,962
Total interest from all sources	2022-12-31	$270,739
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$811,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$811,920
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,218,390
Participant contributions at end of year	2022-12-31	$63,148
Participant contributions at beginning of year	2022-12-31	$134,775
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$133,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,193,266
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$30,684,662
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$33,877,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$48,025
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$18,524,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$21,093,736
Interest on participant loans	2022-12-31	$4,566
Interest earned on other investments	2022-12-31	$266,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$12,097,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$12,649,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,895,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$640,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,302,557
Contract administrator fees	2022-12-31	$22,937
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SACCO CPA PLLC
Accountancy firm EIN	2022-12-31	871275180
2021 : BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,198,752
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,462,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,330,863
Expenses. Certain deemed distributions of participant loans	2021-12-31	$43,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,667,127
Value of total assets at end of year	2021-12-31	$33,877,928
Value of total assets at beginning of year	2021-12-31	$30,141,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$87,398
Total interest from all sources	2021-12-31	$352,473
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,162,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,162,038
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,079,919
Participant contributions at end of year	2021-12-31	$134,775
Participant contributions at beginning of year	2021-12-31	$236,418
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$27,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,736,666
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$33,877,928
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$30,141,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$63,541
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$21,093,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$16,541,323
Interest on participant loans	2021-12-31	$6,885
Interest earned on other investments	2021-12-31	$345,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$12,649,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$13,363,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,017,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$559,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,330,863
Contract administrator fees	2021-12-31	$23,857
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SACCO CPA PLLC
Accountancy firm EIN	2021-12-31	871275180
2020 : BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,998,293
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,190,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,156,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,590,865
Value of total assets at end of year	2020-12-31	$30,141,262
Value of total assets at beginning of year	2020-12-31	$25,332,969
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$33,548
Total interest from all sources	2020-12-31	$1,216,910
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$567,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$567,526
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$935,079
Participant contributions at end of year	2020-12-31	$236,418
Participant contributions at beginning of year	2020-12-31	$248,625
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$2
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$44,787
Other income not declared elsewhere	2020-12-31	$697
Administrative expenses (other) incurred	2020-12-31	$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,808,293
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$30,141,262
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$25,332,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$16,838
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$16,541,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,460,314
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,888,260
Interest on participant loans	2020-12-31	$9,026
Interest earned on other investments	2020-12-31	$1,207,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$13,363,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$10,735,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,126,185
Net investment gain/loss from pooled separate accounts	2020-12-31	$-503,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$610,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,156,452
Contract administrator fees	2020-12-31	$16,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SACCO CPA LLP
Accountancy firm EIN	2020-12-31	462911697
2019 : BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,962,249
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,233,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,163,632
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,598,867
Value of total assets at end of year	2019-12-31	$25,332,969
Value of total assets at beginning of year	2019-12-31	$23,603,959
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$69,607
Total interest from all sources	2019-12-31	$361,971
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$463,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$463,585
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$868,144
Participant contributions at end of year	2019-12-31	$248,625
Participant contributions at beginning of year	2019-12-31	$152,632
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$15,520
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$2
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$9,567
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$208,361
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$1,076
Administrative expenses (other) incurred	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,729,010
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$25,332,969
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$23,603,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$66,466
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,460,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,092,227
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,888,260
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,208,034
Interest on participant loans	2019-12-31	$13,139
Interest earned on other investments	2019-12-31	$348,832
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$10,735,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$11,125,979
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,928,232
Net investment gain/loss from pooled separate accounts	2019-12-31	$608,518
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$522,362
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,163,632
Contract administrator fees	2019-12-31	$3,141
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SACCO CPA LLP
Accountancy firm EIN	2019-12-31	462911697
2018 : BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,098,122
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,029,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,021,968
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$1,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,377,124
Value of total assets at end of year	2018-12-31	$23,603,959
Value of total assets at beginning of year	2018-12-31	$24,534,977
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,720
Total interest from all sources	2018-12-31	$357,367
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$437,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$437,289
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$830,830
Participant contributions at end of year	2018-12-31	$152,632
Participant contributions at beginning of year	2018-12-31	$190,525
Participant contributions at end of year	2018-12-31	$15,520
Participant contributions at beginning of year	2018-12-31	$15,930
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$9,567
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$64,762
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$3,826
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$3,768
Administrative expenses (other) incurred	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-931,018
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$23,603,959
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$24,534,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$3,535
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,092,227
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,208,034
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$13,192,309
Interest on participant loans	2018-12-31	$10,273
Interest earned on other investments	2018-12-31	$347,094
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$11,125,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$11,071,451
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,372,735
Net investment gain/loss from pooled separate accounts	2018-12-31	$294,923
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$542,468
Income. Dividends from common stock	2018-12-31	$386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,021,968
Contract administrator fees	2018-12-31	$2,185
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SACCO CPA LLP
Accountancy firm EIN	2018-12-31	462911697
2017 : BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$9,627
Total unrealized appreciation/depreciation of assets	2017-12-31	$9,627
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,713,164
Total loss/gain on sale of assets	2017-12-31	$1,865
Total of all expenses incurred	2017-12-31	$226,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$224,574
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,201,995
Value of total assets at end of year	2017-12-31	$24,534,977
Value of total assets at beginning of year	2017-12-31	$21,048,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,780
Total interest from all sources	2017-12-31	$333,536
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$816,645
Participant contributions at end of year	2017-12-31	$190,525
Participant contributions at beginning of year	2017-12-31	$211,327
Participant contributions at end of year	2017-12-31	$15,930
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$64,762
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$52,011
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$19,421
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,486,810
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$24,534,977
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$21,048,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,192,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,993,320
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$9,741
Interest earned on other investments	2017-12-31	$323,795
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$11,071,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$10,791,509
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,164,885
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$365,929
Income. Dividends from common stock	2017-12-31	$1,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$224,574
Contract administrator fees	2017-12-31	$1,530
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$1,865
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SACCO CPA LLP
Accountancy firm EIN	2017-12-31	462911697
2016 : BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,301,026
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$522,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$520,792
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,237,199
Value of total assets at end of year	2016-12-31	$21,048,167
Value of total assets at beginning of year	2016-12-31	$19,270,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,190
Total interest from all sources	2016-12-31	$314,944
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$795,775
Participant contributions at end of year	2016-12-31	$211,327
Participant contributions at beginning of year	2016-12-31	$219,050
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$52,011
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$47,832
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$88,215
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$8,196
Administrative expenses (other) incurred	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,778,044
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$21,048,167
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,270,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$9,993,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,118,242
Interest on participant loans	2016-12-31	$10,590
Interest earned on other investments	2016-12-31	$304,354
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$10,791,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$9,884,999
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$740,687
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$353,209
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$520,792
Contract administrator fees	2016-12-31	$2,190
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SACCO CPA LLP
Accountancy firm EIN	2016-12-31	462911697
2015 : BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$1,499,650
Expenses. Total of all expenses incurred	2015-12-31	$830,753
Benefits paid (including direct rollovers)	2015-12-31	$827,805
Total plan assets at end of year	2015-12-31	$19,270,123
Total plan assets at beginning of year	2015-12-31	$18,601,226
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$672,830
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$267,273
Other income received	2015-12-31	$272,829
Net income (gross income less expenses)	2015-12-31	$668,897
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$19,270,123
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$18,601,226
Assets. Value of participant loans	2015-12-31	$219,050
Total contributions received or receivable from employer(s)	2015-12-31	$286,718
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,948
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,949,970
Expenses. Total of all expenses incurred	2014-12-31	$803,420
Benefits paid (including direct rollovers)	2014-12-31	$789,673
Total plan assets at end of year	2014-12-31	$18,601,226
Total plan assets at beginning of year	2014-12-31	$17,454,676
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$608,209
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$83,820
Other income received	2014-12-31	$969,937
Net income (gross income less expenses)	2014-12-31	$1,146,550
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$18,601,226
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$17,454,676
Assets. Value of participant loans	2014-12-31	$266,268
Total contributions received or receivable from employer(s)	2014-12-31	$288,004
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$13,747
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,932,305
Expenses. Total of all expenses incurred	2013-12-31	$566,303
Benefits paid (including direct rollovers)	2013-12-31	$548,194
Total plan assets at end of year	2013-12-31	$17,454,676
Total plan assets at beginning of year	2013-12-31	$15,088,674
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$609,829
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	$2,031,428
Net income (gross income less expenses)	2013-12-31	$2,366,002
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$17,454,676
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$15,088,674
Assets. Value of participant loans	2013-12-31	$298,076
Total contributions received or receivable from employer(s)	2013-12-31	$291,048
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$18,109
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$2,069,618
Expenses. Total of all expenses incurred	2012-12-31	$207,382
Benefits paid (including direct rollovers)	2012-12-31	$190,291
Total plan assets at end of year	2012-12-31	$15,088,674
Total plan assets at beginning of year	2012-12-31	$13,226,438
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$661,014
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	$1,134,906
Net income (gross income less expenses)	2012-12-31	$1,862,236
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$15,088,674
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$13,226,438
Assets. Value of participant loans	2012-12-31	$270,460
Total contributions received or receivable from employer(s)	2012-12-31	$273,698
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	$17,091
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,142,311
Expenses. Total of all expenses incurred	2011-12-31	$757,172
Benefits paid (including direct rollovers)	2011-12-31	$723,478
Total plan assets at end of year	2011-12-31	$13,226,438
Total plan assets at beginning of year	2011-12-31	$12,841,299
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$636,660
Contributions received from other sources (not participants or employers)	2011-12-31	$5,536
Other income received	2011-12-31	$212,348
Net income (gross income less expenses)	2011-12-31	$385,139
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$13,226,438
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$12,841,299
Assets. Value of participant loans	2011-12-31	$193,458
Total contributions received or receivable from employer(s)	2011-12-31	$287,767
Value of certain deemed distributions of participant loans	2011-12-31	$916
Value of corrective distributions	2011-12-31	$4,614
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$28,164
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,984,998
Expenses. Total of all expenses incurred	2010-12-31	$586,740
Benefits paid (including direct rollovers)	2010-12-31	$560,511
Total plan assets at end of year	2010-12-31	$12,841,299
Total plan assets at beginning of year	2010-12-31	$11,443,041
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$686,841
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$50,548
Other income received	2010-12-31	$969,417
Net income (gross income less expenses)	2010-12-31	$1,398,258
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$12,841,299
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$11,443,041
Assets. Value of participant loans	2010-12-31	$228,816
Total contributions received or receivable from employer(s)	2010-12-31	$278,192
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	$26,229
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT 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 BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN

2022: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
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: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
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: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
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: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
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: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
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: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
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: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT 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 – 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: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT 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 – 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: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT 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 – 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: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT 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 – 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: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT 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 – 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: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT 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 – 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
2009: BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) 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
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896298+087

Policy instance

Insurance contract or identification number	896298+087
Number of Individuals Covered	78
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896298+087

Policy instance

Insurance contract or identification number	896298+087
Number of Individuals Covered	85
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896298+087

Policy instance

Insurance contract or identification number	896298+087
Number of Individuals Covered	89
Insurance policy start date	2020-04-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 7263

Policy instance

Insurance contract or identification number	SF 7263
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-03-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 7263

Policy instance

Insurance contract or identification number	SF 7263
Number of Individuals Covered	170
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $72
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $72
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 7263

Policy instance

Insurance contract or identification number	SF 7263
Number of Individuals Covered	159
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $13,817
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,077
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 7263

Policy instance

Insurance contract or identification number	SF 7263
Number of Individuals Covered	158
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $23,559
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,863
Insurance broker organization code?	3
Insurance broker name	JAMES FRANKLIN

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 7263

Policy instance

Insurance contract or identification number	SF 7263
Number of Individuals Covered	115
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $19,461
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,175
Insurance broker organization code?	3
Insurance broker name	JAMES M S FRANKLIN

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 7263

Policy instance

Insurance contract or identification number	SF 7263
Number of Individuals Covered	107
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $18,426
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,495
Insurance broker organization code?	3
Insurance broker name	JAMES M S FRANKLIN

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 7263

Policy instance

Insurance contract or identification number	SF 7263
Number of Individuals Covered	108
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $20,016
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,458
Insurance broker organization code?	3
Insurance broker name	JAMES M S FRANKLIN

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 7263

Policy instance

Insurance contract or identification number	SF 7263
Number of Individuals Covered	111
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $25,236
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,236
Insurance broker organization code?	3
Insurance broker name	DAVID A LUBER

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 7263

Policy instance

Insurance contract or identification number	SF 7263
Number of Individuals Covered	107
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $22,642
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 7263

Policy instance

Insurance contract or identification number	SF 7263
Number of Individuals Covered	110
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $19,164
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,164
Insurance broker organization code?	3
Insurance broker name	DAVID A LUBER

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
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.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BUCHBINDER TUNICK & COMPANY LLP
Employer identification number (EIN):	131578842
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants