401k Plan data: JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN plan

JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN 401k Plan overview

Plan Name	JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN
Plan identification number	001

JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

JEFFREY SAMEL & PARTNERS has sponsored the creation of one or more 401k plans.

Company Name: JEFFREY SAMEL & PARTNERS

Employer identification number (EIN): 133988037

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY SAMEL & PARTNERS PROFIT SHARING 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 JEFFREY SAMEL 2019-10-09
001 2017-01-01 JEFFREY SAMEL 2018-10-10
001 2016-01-01 DAWN ZEMAN
001 2015-01-01 DAWN ZEMAN
001 2014-01-01 JEFFREY SAMEL 2015-09-18
001 2013-01-01 JEFFREY SAMEL 2014-08-18
001 2012-01-01 JEFFREY SAMEL 2013-05-08
001 2011-01-01 BECKY KONG 2012-10-14
001 2010-01-01 DOROTHY SAMEL 2011-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JEFFREY SAMEL	2019-10-09
001	2017-01-01	JEFFREY SAMEL	2018-10-10
001	2016-01-01	DAWN ZEMAN
001	2015-01-01	DAWN ZEMAN
001	2014-01-01	JEFFREY SAMEL	2015-09-18
001	2013-01-01	JEFFREY SAMEL	2014-08-18
001	2012-01-01	JEFFREY SAMEL	2013-05-08
001	2011-01-01	BECKY KONG	2012-10-14
001	2010-01-01	DOROTHY SAMEL	2011-07-25

Plan Statistics for JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN

Measure Date Value
2016: JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 13
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 16
Number of participants with account balances 2016-01-01 16
2015: JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 23
Total participants 2015-01-01 23
Number of participants with account balances 2015-01-01 22

Measure	Date	Value
2016: JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	13
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	16
Number of participants with account balances	2016-01-01	16
2015: JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	23
Total participants	2015-01-01	23
Number of participants with account balances	2015-01-01	22

Financial Data on JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN

Measure	Date	Value
2016 : JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$311,234
Expenses. Total of all expenses incurred	2016-12-31	$26,586
Benefits paid (including direct rollovers)	2016-12-31	$26,578
Total plan assets at end of year	2016-12-31	$3,147,765
Total plan assets at beginning of year	2016-12-31	$2,863,117
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$73,669
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$202,579
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$284,648
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,147,765
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,863,117
Assets. Value of participant loans	2016-12-31	$59,380
Total contributions received or receivable from employer(s)	2016-12-31	$34,986
Value of certain deemed distributions of participant loans	2016-12-31	$-98
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$106
2015 : JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$208,768
Expenses. Total of all expenses incurred	2015-12-31	$348
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,863,117
Total plan assets at beginning of year	2015-12-31	$2,654,697
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$21,947
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$79,924
Noncash contributions received	2015-12-31	$106,897
Net income (gross income less expenses)	2015-12-31	$208,420
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,863,117
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,654,697
Assets. Value of participant loans	2015-12-31	$45,361
Total contributions received or receivable from employer(s)	2015-12-31	$0
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	$348

Form 5500 Responses for JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN

2016: JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JEFFREY SAMEL & PARTNERS PROFIT SHARING 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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342382-000

Policy instance

Insurance contract or identification number	342382-000
Insurance policy start date	2015-01-01
Insurance policy end date	2015-10-31
Total amount of commissions paid to insurance broker	USD $5,599
Total amount of fees paid to insurance company	USD $2,667
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 $5,599
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	CONTINENTAL BENEFITS GROUP, INC.

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Company Name:	JEFFREY SAMEL & PARTNERS
Employer identification number (EIN):	133988037
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers