401k Plan data: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN plan

WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan Name	WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN
Plan identification number	001

WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WHITEMAN OSTERMAN & HANNA LLP has sponsored the creation of one or more 401k plans.

Company Name: WHITEMAN OSTERMAN & HANNA LLP

Employer identification number (EIN): 141564599

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about WHITEMAN OSTERMAN & HANNA LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2001-10-16

Company Identification Number: 2689310

Legal Registered Office Address: ONE COMMERCE PLAZA

ALBANY
United States of America (USA)
12260

More information about WHITEMAN OSTERMAN & HANNA LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 ROBERT SCHOFIELD
001 2023-01-01
001 2023-01-01 ROBERT SCHOFIELD
001 2022-01-01
001 2022-01-01 ROBERT SCHOFIELD
001 2021-01-01
001 2021-01-01 ROBERT SCHOFIELD
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOHN HENRY
001 2016-01-01 PHILIP GITLEN
001 2015-01-01 PHILIP GITLEN
001 2014-01-01 PHILIP GITLEN
001 2013-01-01 PHILIP GITLEN
001 2012-01-01 PHILIP H. GITLEN PHILIP H. GITLEN 2013-09-16
001 2011-01-01 PHILIP H. GITLEN PHILIP H. GITLEN 2012-10-04
001 2010-01-01 PHILIP H. GITLEN
001 2009-01-01 PHILIP H. GITLEN PHILIP H. GITLEN 2010-08-03

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	ROBERT SCHOFIELD
001	2023-01-01
001	2023-01-01	ROBERT SCHOFIELD
001	2022-01-01
001	2022-01-01	ROBERT SCHOFIELD
001	2021-01-01
001	2021-01-01	ROBERT SCHOFIELD
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JOHN HENRY
001	2016-01-01	PHILIP GITLEN
001	2015-01-01	PHILIP GITLEN
001	2014-01-01	PHILIP GITLEN
001	2013-01-01	PHILIP GITLEN
001	2012-01-01	PHILIP H. GITLEN	PHILIP H. GITLEN	2013-09-16
001	2011-01-01	PHILIP H. GITLEN	PHILIP H. GITLEN	2012-10-04
001	2010-01-01	PHILIP H. GITLEN
001	2009-01-01	PHILIP H. GITLEN	PHILIP H. GITLEN	2010-08-03

Plan Statistics for WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2023: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 158
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 52
Total of all active and inactive participants 2023-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 210
Number of participants with account balances 2023-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 5
2022: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 154
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 50
Total of all active and inactive participants 2022-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 204
Number of participants with account balances 2022-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 145
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 55
Total of all active and inactive participants 2021-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 200
Number of participants with account balances 2021-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 147
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 39
Total of all active and inactive participants 2020-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 186
Number of participants with account balances 2020-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 128
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 41
Total of all active and inactive participants 2019-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 169
Number of participants with account balances 2019-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 139
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 36
Total of all active and inactive participants 2018-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 176
Number of participants with account balances 2018-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 137
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 29
Total of all active and inactive participants 2017-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 167
Number of participants with account balances 2017-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 142
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 32
Total of all active and inactive participants 2016-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 175
Number of participants with account balances 2016-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 149
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 23
Total of all active and inactive participants 2015-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 174
Number of participants with account balances 2015-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 137
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 29
Total of all active and inactive participants 2014-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 167
Number of participants with account balances 2014-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 131
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 34
Total of all active and inactive participants 2013-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 166
Number of participants with account balances 2013-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 133
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 38
Total of all active and inactive participants 2012-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 171
Number of participants with account balances 2012-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 138
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 34
Total of all active and inactive participants 2011-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 172
Number of participants with account balances 2011-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2010: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 148
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 30
Total of all active and inactive participants 2010-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 178
Number of participants with account balances 2010-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 144
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 30
Total of all active and inactive participants 2009-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 174
Number of participants with account balances 2009-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2023: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	158
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	52
Total of all active and inactive participants	2023-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	210
Number of participants with account balances	2023-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	5
2022: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	154
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	50
Total of all active and inactive participants	2022-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	204
Number of participants with account balances	2022-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	145
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	55
Total of all active and inactive participants	2021-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	200
Number of participants with account balances	2021-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	147
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	39
Total of all active and inactive participants	2020-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	186
Number of participants with account balances	2020-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	128
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	41
Total of all active and inactive participants	2019-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	169
Number of participants with account balances	2019-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	139
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	36
Total of all active and inactive participants	2018-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	176
Number of participants with account balances	2018-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	137
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	29
Total of all active and inactive participants	2017-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	167
Number of participants with account balances	2017-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	142
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	32
Total of all active and inactive participants	2016-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	175
Number of participants with account balances	2016-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	149
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	23
Total of all active and inactive participants	2015-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	174
Number of participants with account balances	2015-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	137
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	29
Total of all active and inactive participants	2014-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	167
Number of participants with account balances	2014-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	131
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	34
Total of all active and inactive participants	2013-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	166
Number of participants with account balances	2013-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	133
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	38
Total of all active and inactive participants	2012-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	171
Number of participants with account balances	2012-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	138
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	34
Total of all active and inactive participants	2011-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	172
Number of participants with account balances	2011-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2010: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	148
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	30
Total of all active and inactive participants	2010-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	178
Number of participants with account balances	2010-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	144
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	30
Total of all active and inactive participants	2009-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	174
Number of participants with account balances	2009-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN

Measure	Date	Value
2023 : WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$750
Total income from all sources (including contributions)	2023-12-31	$18,389,069
Total of all expenses incurred	2023-12-31	$1,401,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,320,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$3,687,271
Value of total assets at end of year	2023-12-31	$94,084,579
Value of total assets at beginning of year	2023-12-31	$77,096,154
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$80,983
Total interest from all sources	2023-12-31	$7,450
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$2,159,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$2,159,754
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,525,799
Participant contributions at end of year	2023-12-31	$139,562
Participant contributions at beginning of year	2023-12-31	$142,755
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$891,120
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$875,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$750
Other income not declared elsewhere	2023-12-31	$15,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$16,987,675
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$94,083,829
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$77,096,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$21,316
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$89,678,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$72,874,639
Interest on participant loans	2023-12-31	$7,450
Value of interest in common/collective trusts at end of year	2023-12-31	$1,214,388
Value of interest in common/collective trusts at beginning of year	2023-12-31	$1,224,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$12,494,529
Net investment gain or loss from common/collective trusts	2023-12-31	$24,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$2,161,472
Employer contributions (assets) at end of year	2023-12-31	$2,161,472
Employer contributions (assets) at beginning of year	2023-12-31	$1,978,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,320,411
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BST & CO. CPS LLP
Accountancy firm EIN	2023-12-31	141442607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$750
Total income from all sources (including contributions)	2023-01-01	$18,389,069
Total of all expenses incurred	2023-01-01	$1,401,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$1,320,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$3,687,271
Value of total assets at end of year	2023-01-01	$94,084,579
Value of total assets at beginning of year	2023-01-01	$77,096,154
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$80,983
Total interest from all sources	2023-01-01	$7,450
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$2,159,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$2,159,754
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$1,525,799
Participant contributions at end of year	2023-01-01	$139,562
Participant contributions at beginning of year	2023-01-01	$142,755
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$891,120
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$875,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-01-01	$750
Other income not declared elsewhere	2023-01-01	$15,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$16,987,675
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$94,083,829
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$77,096,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$21,316
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$89,678,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$72,874,639
Interest on participant loans	2023-01-01	$7,450
Value of interest in common/collective trusts at end of year	2023-01-01	$1,214,388
Value of interest in common/collective trusts at beginning of year	2023-01-01	$1,224,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$12,494,529
Net investment gain or loss from common/collective trusts	2023-01-01	$24,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$2,161,472
Employer contributions (assets) at end of year	2023-01-01	$2,161,472
Employer contributions (assets) at beginning of year	2023-01-01	$1,978,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$1,320,411
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	BST & CO. CPS LLP
Accountancy firm EIN	2023-01-01	141442607
2022 : WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) 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	$-13,164,367
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,029,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,918,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,431,430
Value of total assets at end of year	2022-12-31	$77,096,154
Value of total assets at beginning of year	2022-12-31	$95,289,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$110,672
Total interest from all sources	2022-12-31	$7,665
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,321,714
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	$2,321,714
Administrative expenses professional fees incurred	2022-12-31	$23,975
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	$1,388,587
Participant contributions at end of year	2022-12-31	$142,755
Participant contributions at beginning of year	2022-12-31	$147,711
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$875,728
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$881,411
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$64,466
Other income not declared elsewhere	2022-12-31	$-5,192
Administrative expenses (other) incurred	2022-12-31	$71,922
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	$-18,193,787
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$77,096,154
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$95,289,941
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	$14,775
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$72,874,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$91,227,059
Interest on participant loans	2022-12-31	$7,665
Value of interest in common/collective trusts at end of year	2022-12-31	$1,224,655
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,203,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-18,935,339
Net investment gain or loss from common/collective trusts	2022-12-31	$15,355
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	$1,978,377
Employer contributions (assets) at end of year	2022-12-31	$1,978,377
Employer contributions (assets) at beginning of year	2022-12-31	$1,830,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,918,748
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	BST & CO. CPAS LLP
Accountancy firm EIN	2022-12-31	141442607
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-13,164,367
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$5,029,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$4,918,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$3,431,430
Value of total assets at end of year	2022-01-01	$77,096,154
Value of total assets at beginning of year	2022-01-01	$95,289,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$110,672
Total interest from all sources	2022-01-01	$7,665
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$2,321,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$2,321,714
Administrative expenses professional fees incurred	2022-01-01	$23,975
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$1,388,587
Participant contributions at end of year	2022-01-01	$142,755
Participant contributions at beginning of year	2022-01-01	$147,711
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$875,728
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$881,411
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$64,466
Other income not declared elsewhere	2022-01-01	$-5,192
Administrative expenses (other) incurred	2022-01-01	$71,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-18,193,787
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$77,096,154
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$95,289,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$14,775
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$72,874,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$91,227,059
Interest on participant loans	2022-01-01	$7,665
Value of interest in common/collective trusts at end of year	2022-01-01	$1,224,655
Value of interest in common/collective trusts at beginning of year	2022-01-01	$1,203,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-18,935,339
Net investment gain or loss from common/collective trusts	2022-01-01	$15,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$1,978,377
Employer contributions (assets) at end of year	2022-01-01	$1,978,377
Employer contributions (assets) at beginning of year	2022-01-01	$1,830,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$4,918,748
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	BST & CO. CPAS LLP
Accountancy firm EIN	2022-01-01	141442607
2021 : WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) 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	$15,806,907
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,218,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,109,261
Expenses. Certain deemed distributions of participant loans	2021-12-31	$19,124
Value of total corrective distributions	2021-12-31	$2,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,847,469
Value of total assets at end of year	2021-12-31	$95,289,941
Value of total assets at beginning of year	2021-12-31	$83,701,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$87,502
Total interest from all sources	2021-12-31	$7,594
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,126,215
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	$4,126,215
Administrative expenses professional fees incurred	2021-12-31	$12,175
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	$1,284,508
Participant contributions at end of year	2021-12-31	$147,711
Participant contributions at beginning of year	2021-12-31	$157,574
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$881,411
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$2,220,578
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$732,205
Other income not declared elsewhere	2021-12-31	$-1,154
Administrative expenses (other) incurred	2021-12-31	$75,327
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	$11,588,709
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$95,289,941
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$83,701,232
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$91,227,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$78,317,972
Interest on participant loans	2021-12-31	$7,594
Value of interest in common/collective trusts at end of year	2021-12-31	$1,203,004
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,220,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$7,812,424
Net investment gain or loss from common/collective trusts	2021-12-31	$14,359
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	$1,830,756
Employer contributions (assets) at end of year	2021-12-31	$1,830,756
Employer contributions (assets) at beginning of year	2021-12-31	$1,784,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,109,261
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	BST & CO. CPAS LLP
Accountancy firm EIN	2021-12-31	141442607
2020 : WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) 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	$15,555,325
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$13,462,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$13,388,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,601,943
Value of total assets at end of year	2020-12-31	$83,701,232
Value of total assets at beginning of year	2020-12-31	$81,608,201
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$74,071
Total interest from all sources	2020-12-31	$8,714
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,003,121
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	$2,003,121
Administrative expenses professional fees incurred	2020-12-31	$10,600
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	No
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	$1,164,028
Participant contributions at end of year	2020-12-31	$157,574
Participant contributions at beginning of year	2020-12-31	$191,623
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$1,500
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$2,220,578
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$4,071,545
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$653,055
Other income not declared elsewhere	2020-12-31	$76,686
Administrative expenses (other) incurred	2020-12-31	$63,471
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	$2,093,031
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$83,701,232
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$81,608,201
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$78,317,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$74,488,897
Interest on participant loans	2020-12-31	$8,714
Value of interest in common/collective trusts at end of year	2020-12-31	$1,220,248
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,486,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$9,842,408
Net investment gain or loss from common/collective trusts	2020-12-31	$22,453
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	$1,784,860
Employer contributions (assets) at end of year	2020-12-31	$1,784,860
Employer contributions (assets) at beginning of year	2020-12-31	$1,367,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$13,388,223
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	BST & CO. CPAS LLP
Accountancy firm EIN	2020-12-31	141442607
2019 : WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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 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 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	$17,882,420
Total income from all sources (including contributions)	2019-12-31	$17,882,420
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$14,703,808
Total of all expenses incurred	2019-12-31	$14,703,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$14,601,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$14,601,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,493,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,493,636
Value of total assets at end of year	2019-12-31	$81,608,201
Value of total assets at end of year	2019-12-31	$81,608,201
Value of total assets at beginning of year	2019-12-31	$78,429,589
Value of total assets at beginning of year	2019-12-31	$78,429,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$102,795
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$102,795
Total interest from all sources	2019-12-31	$8,955
Total interest from all sources	2019-12-31	$8,955
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,812,610
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,812,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$2,812,610
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,812,610
Administrative expenses professional fees incurred	2019-12-31	$35,650
Administrative expenses professional fees incurred	2019-12-31	$35,650
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,125,785
Contributions received from participants	2019-12-31	$1,125,785
Participant contributions at end of year	2019-12-31	$191,623
Participant contributions at end of year	2019-12-31	$191,623
Participant contributions at beginning of year	2019-12-31	$225,102
Participant contributions at beginning of year	2019-12-31	$225,102
Participant contributions at end of year	2019-12-31	$1,500
Participant contributions at end of year	2019-12-31	$1,500
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$4,071,545
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$4,071,545
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$4,569,997
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$4,569,997
Other income not declared elsewhere	2019-12-31	$220,817
Other income not declared elsewhere	2019-12-31	$220,817
Administrative expenses (other) incurred	2019-12-31	$67,145
Administrative expenses (other) incurred	2019-12-31	$67,145
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
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	$3,178,612
Value of net income/loss	2019-12-31	$3,178,612
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$81,608,201
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$81,608,201
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$78,429,589
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$78,429,589
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$74,488,897
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$74,488,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$70,151,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$70,151,258
Interest on participant loans	2019-12-31	$8,955
Interest on participant loans	2019-12-31	$8,955
Value of interest in common/collective trusts at end of year	2019-12-31	$1,486,785
Value of interest in common/collective trusts at end of year	2019-12-31	$1,486,785
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,009,757
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,009,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$12,311,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$12,311,122
Net investment gain or loss from common/collective trusts	2019-12-31	$35,280
Net investment gain or loss from common/collective trusts	2019-12-31	$35,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,367,851
Contributions received in cash from employer	2019-12-31	$1,367,851
Employer contributions (assets) at end of year	2019-12-31	$1,367,851
Employer contributions (assets) at end of year	2019-12-31	$1,367,851
Employer contributions (assets) at beginning of year	2019-12-31	$1,473,475
Employer contributions (assets) at beginning of year	2019-12-31	$1,473,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$14,601,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$14,601,013
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BST & CO. CPAS LLP
Accountancy firm name	2019-12-31	BST & CO. CPAS LLP
Accountancy firm EIN	2019-12-31	141442607
Accountancy firm EIN	2019-12-31	141442607
2018 : WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) 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	$-11,852
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,727,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,614,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,689,307
Value of total assets at end of year	2018-12-31	$78,429,589
Value of total assets at beginning of year	2018-12-31	$83,168,549
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$112,293
Total interest from all sources	2018-12-31	$10,515
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$3,699,369
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	$3,699,369
Administrative expenses professional fees incurred	2018-12-31	$17,200
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	$1,143,104
Participant contributions at end of year	2018-12-31	$225,102
Participant contributions at beginning of year	2018-12-31	$254,653
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$4,569,997
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$3,682,972
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$72,728
Other income not declared elsewhere	2018-12-31	$54,454
Administrative expenses (other) incurred	2018-12-31	$95,093
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	$-4,738,960
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$78,429,589
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$83,168,549
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$70,151,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$77,204,543
Interest on participant loans	2018-12-31	$10,515
Value of interest in common/collective trusts at end of year	2018-12-31	$2,009,757
Value of interest in common/collective trusts at beginning of year	2018-12-31	$419,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,483,188
Net investment gain or loss from common/collective trusts	2018-12-31	$17,691
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	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,473,475
Employer contributions (assets) at end of year	2018-12-31	$1,473,475
Employer contributions (assets) at beginning of year	2018-12-31	$1,606,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,614,815
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	BST & CO. CPAS LLP
Accountancy firm EIN	2018-12-31	141442607
2017 : WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
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	$15,167,315
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,050,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,954,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,862,490
Value of total assets at end of year	2017-12-31	$83,168,549
Value of total assets at beginning of year	2017-12-31	$70,051,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$96,038
Total interest from all sources	2017-12-31	$12,199
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,517,004
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	$3,517,004
Administrative expenses professional fees incurred	2017-12-31	$13,501
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	$1,151,498
Participant contributions at end of year	2017-12-31	$254,653
Participant contributions at beginning of year	2017-12-31	$234,536
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$3,682,972
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$4,189,100
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$103,806
Other income not declared elsewhere	2017-12-31	$81,330
Administrative expenses (other) incurred	2017-12-31	$82,537
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	$13,117,046
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$83,168,549
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$70,051,503
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$77,204,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$54,564,541
Interest on participant loans	2017-12-31	$12,199
Value of interest in common/collective trusts at end of year	2017-12-31	$419,607
Value of interest in common/collective trusts at beginning of year	2017-12-31	$462,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$8,934,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$8,934,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$8,687,713
Net investment gain or loss from common/collective trusts	2017-12-31	$6,579
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	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,607,186
Employer contributions (assets) at end of year	2017-12-31	$1,606,774
Employer contributions (assets) at beginning of year	2017-12-31	$1,666,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,954,231
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
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	BST & CO. CPAS LLP
Accountancy firm EIN	2017-12-31	141442607
2016 : WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) 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	$7,917,229
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,218,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,142,368
Value of total corrective distributions	2016-12-31	$1,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,030,282
Value of total assets at end of year	2016-12-31	$70,051,503
Value of total assets at beginning of year	2016-12-31	$64,352,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$74,821
Total interest from all sources	2016-12-31	$44,864
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,130,840
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	$2,130,840
Administrative expenses professional fees incurred	2016-12-31	$5,900
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
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,222,744
Participant contributions at end of year	2016-12-31	$234,536
Participant contributions at beginning of year	2016-12-31	$335,810
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$4,189,100
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$3,777,895
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$141,385
Other income not declared elsewhere	2016-12-31	$104,960
Administrative expenses (other) incurred	2016-12-31	$68,921
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	$5,698,867
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$70,051,503
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$64,352,636
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$54,564,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$51,217,371
Interest on participant loans	2016-12-31	$12,303
Value of interest in common/collective trusts at end of year	2016-12-31	$462,898
Value of interest in common/collective trusts at beginning of year	2016-12-31	$515,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$8,934,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$6,937,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$6,937,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$32,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,599,375
Net investment gain or loss from common/collective trusts	2016-12-31	$6,908
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
Contributions received in cash from employer	2016-12-31	$1,666,153
Employer contributions (assets) at end of year	2016-12-31	$1,666,153
Employer contributions (assets) at beginning of year	2016-12-31	$1,568,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,142,368
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	BST & CO. CPAS LLP
Accountancy firm EIN	2016-12-31	141442607
2015 : WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$3,984,491
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,505,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,442,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,842,877
Value of total assets at end of year	2015-12-31	$64,352,636
Value of total assets at beginning of year	2015-12-31	$63,873,851
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$63,559
Total interest from all sources	2015-12-31	$18,083
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,887,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,887,917
Administrative expenses professional fees incurred	2015-12-31	$1,200
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,184,790
Participant contributions at end of year	2015-12-31	$335,810
Participant contributions at beginning of year	2015-12-31	$308,459
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$199
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$3,777,895
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,580,911
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$89,616
Other income not declared elsewhere	2015-12-31	$15,180
Administrative expenses (other) incurred	2015-12-31	$55,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$478,785
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$64,352,636
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$63,873,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$6,800
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$51,217,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$52,649,348
Interest on participant loans	2015-12-31	$15,610
Value of interest in common/collective trusts at end of year	2015-12-31	$515,351
Value of interest in common/collective trusts at beginning of year	2015-12-31	$668,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$6,937,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$7,190,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$7,190,420
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$2,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,783,672
Net investment gain or loss from common/collective trusts	2015-12-31	$4,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,568,471
Employer contributions (assets) at end of year	2015-12-31	$1,568,471
Employer contributions (assets) at beginning of year	2015-12-31	$1,475,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,442,147
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SAXBST LLP
Accountancy firm EIN	2015-12-31	464001827
2014 : WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$6,171,002
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,082,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,997,445
Value of total corrective distributions	2014-12-31	$810
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,510,129
Value of total assets at end of year	2014-12-31	$63,873,851
Value of total assets at beginning of year	2014-12-31	$59,784,871
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$83,767
Total interest from all sources	2014-12-31	$140,851
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,704,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,704,673
Administrative expenses professional fees incurred	2014-12-31	$4,200
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,034,460
Participant contributions at end of year	2014-12-31	$308,459
Participant contributions at beginning of year	2014-12-31	$383,567
Participant contributions at end of year	2014-12-31	$199
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,580,911
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$-5,122
Administrative expenses (other) incurred	2014-12-31	$58,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$4,088,980
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$63,873,851
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$59,784,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$20,625
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$52,649,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$50,453,971
Interest on participant loans	2014-12-31	$15,613
Interest earned on other investments	2014-12-31	$124,304
Value of interest in common/collective trusts at end of year	2014-12-31	$668,905
Value of interest in common/collective trusts at beginning of year	2014-12-31	$195,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$7,190,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$7,315,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$7,315,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$934
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-186,623
Net investment gain or loss from common/collective trusts	2014-12-31	$7,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,475,669
Employer contributions (assets) at end of year	2014-12-31	$1,475,609
Employer contributions (assets) at beginning of year	2014-12-31	$1,436,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,997,445
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SAXBST LLP
Accountancy firm EIN	2014-12-31	464001827
2013 : WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$13,152,996
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,763,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,697,174
Value of total corrective distributions	2013-12-31	$3,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,782,341
Value of total assets at end of year	2013-12-31	$59,784,871
Value of total assets at beginning of year	2013-12-31	$48,395,743
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$62,885
Total interest from all sources	2013-12-31	$17,027
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,242,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,242,944
Administrative expenses professional fees incurred	2013-12-31	$17,489
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,028,589
Participant contributions at end of year	2013-12-31	$383,567
Participant contributions at beginning of year	2013-12-31	$346,566
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$317,080
Administrative expenses (other) incurred	2013-12-31	$17,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$11,389,128
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$59,784,871
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$48,395,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$50,453,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$40,982,228
Interest on participant loans	2013-12-31	$15,129
Value of interest in common/collective trusts at end of year	2013-12-31	$195,507
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$7,315,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$5,613,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$5,613,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$8,110,400
Net investment gain or loss from common/collective trusts	2013-12-31	$284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,436,672
Employer contributions (assets) at end of year	2013-12-31	$1,436,600
Employer contributions (assets) at beginning of year	2013-12-31	$1,453,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,697,174
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SAXBST LLP
Accountancy firm EIN	2013-12-31	464001827
2012 : WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$7,785,762
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$478,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$440,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,473,842
Value of total assets at end of year	2012-12-31	$48,395,743
Value of total assets at beginning of year	2012-12-31	$41,088,006
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$37,926
Total interest from all sources	2012-12-31	$16,660
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$866,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$866,019
Administrative expenses professional fees incurred	2012-12-31	$11,500
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$990,056
Participant contributions at end of year	2012-12-31	$346,566
Participant contributions at beginning of year	2012-12-31	$297,620
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$30,077
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$6,965
Administrative expenses (other) incurred	2012-12-31	$4,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$7,307,737
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$48,395,743
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$41,088,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$21,925
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$40,982,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$33,920,984
Interest on participant loans	2012-12-31	$13,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$5,613,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$5,425,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$5,425,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$3,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$4,429,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,453,709
Employer contributions (assets) at end of year	2012-12-31	$1,453,709
Employer contributions (assets) at beginning of year	2012-12-31	$1,436,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$440,099
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BOLLAM SHEEDY AND TORANI
Accountancy firm EIN	2012-12-31	141814314
2011 : WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$970,159
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$698,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$660,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,395,331
Value of total assets at end of year	2011-12-31	$41,088,006
Value of total assets at beginning of year	2011-12-31	$40,816,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$38,068
Total interest from all sources	2011-12-31	$15,015
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$754,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$754,630
Administrative expenses professional fees incurred	2011-12-31	$12,894
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$946,543
Participant contributions at end of year	2011-12-31	$297,620
Participant contributions at beginning of year	2011-12-31	$271,837
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$12,144
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$6,965
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$6,322
Administrative expenses (other) incurred	2011-12-31	$4,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$271,431
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$41,088,006
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$40,816,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$20,349
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$33,920,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$36,068,199
Interest on participant loans	2011-12-31	$12,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$5,425,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,970,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,970,716
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,194,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,436,644
Employer contributions (assets) at end of year	2011-12-31	$1,436,644
Employer contributions (assets) at beginning of year	2011-12-31	$1,499,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$660,660
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BOLLAM SHEEDY AND TORANI
Accountancy firm EIN	2011-12-31	141814314
2010 : WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$7,139,708
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,333,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,322,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,446,568
Value of total assets at end of year	2010-12-31	$40,816,575
Value of total assets at beginning of year	2010-12-31	$35,009,913
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$10,385
Total interest from all sources	2010-12-31	$16,184
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$465,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$465,926
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$943,939
Participant contributions at end of year	2010-12-31	$271,837
Participant contributions at beginning of year	2010-12-31	$259,210
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$3,128
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$6,322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$11,808
Administrative expenses (other) incurred	2010-12-31	$3,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$5,806,662
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$40,816,575
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$35,009,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$6,875
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$36,068,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$30,208,200
Interest on participant loans	2010-12-31	$13,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,970,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$3,019,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$3,019,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$4,211,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,499,501
Employer contributions (assets) at end of year	2010-12-31	$1,499,501
Employer contributions (assets) at beginning of year	2010-12-31	$1,510,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,322,661
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BOLLAM SHEEDY AND TORANI
Accountancy firm EIN	2010-12-31	141814314
2009 : WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) 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 WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN

2023: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) 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: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WHITEMAN OSTERMAN & HANNA LLP
Employer identification number (EIN):	141564599
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2001-10-16
Company Identification Number:	2689310
Legal Registered Office Address:	ONE COMMERCE PLAZA ALBANY United States of America (USA) 12260