401k Plan data: CONVICER, PERCY & GREEN, LLP 401(K) PLAN plan

CONVICER, PERCY & GREEN, LLP 401(K) PLAN 401k Plan overview

Plan Name	CONVICER, PERCY & GREEN, LLP 401(K) PLAN
Plan identification number	001

CONVICER, PERCY & GREEN, LLP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CONVICER, PERCY & GREEN, LLP has sponsored the creation of one or more 401k plans.

Company Name: CONVICER, PERCY & GREEN, LLP

Employer identification number (EIN): 201470760

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONVICER, PERCY & GREEN, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 RICHARD CONVICER 2021-03-17 RICHARD CONVICER 2021-03-17
001 2019-01-01 RICHARD CONVICER 2020-06-17 RICHARD CONVICER 2020-06-17
001 2018-01-01 ROBERT J PERCY 2019-09-24 ROBERT J PERCY 2019-09-24
001 2017-01-01 ROBERT J. PERCY 2018-09-18
001 2016-01-01 ROBERT J. PERCY 2017-06-14 ROBERT J. PERCY 2017-06-14
001 2015-01-01 RICHARD G. CONVICER
001 2014-01-01 ROBERT J. PERCY RICHARD G. CONVICER 2015-07-07
001 2013-01-01 RICHARD G. CONVICER RICHARD G. CONVICER 2014-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	RICHARD CONVICER	2021-03-17	RICHARD CONVICER	2021-03-17
001	2019-01-01	RICHARD CONVICER	2020-06-17	RICHARD CONVICER	2020-06-17
001	2018-01-01	ROBERT J PERCY	2019-09-24	ROBERT J PERCY	2019-09-24
001	2017-01-01	ROBERT J. PERCY	2018-09-18
001	2016-01-01	ROBERT J. PERCY	2017-06-14	ROBERT J. PERCY	2017-06-14
001	2015-01-01	RICHARD G. CONVICER
001	2014-01-01	ROBERT J. PERCY		RICHARD G. CONVICER	2015-07-07
001	2013-01-01	RICHARD G. CONVICER		RICHARD G. CONVICER	2014-07-28

Plan Statistics for CONVICER, PERCY & GREEN, LLP 401(K) PLAN

401k plan membership statisitcs for CONVICER, PERCY & GREEN, LLP 401(K) PLAN

Measure Date Value
2015: CONVICER, PERCY & GREEN, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CONVICER, PERCY & GREEN, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CONVICER, PERCY & GREEN, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2015: CONVICER, PERCY & GREEN, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CONVICER, PERCY & GREEN, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CONVICER, PERCY & GREEN, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on CONVICER, PERCY & GREEN, LLP 401(K) PLAN

Measure	Date	Value
2015 : CONVICER, PERCY & GREEN, LLP 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$64,634
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$234,957
Total plan assets at beginning of year	2015-12-31	$170,323
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Other income received	2015-12-31	$-2,626
Net income (gross income less expenses)	2015-12-31	$64,634
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$234,957
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$170,323
Total contributions received or receivable from employer(s)	2015-12-31	$43,260
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CONVICER, PERCY & GREEN, LLP 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$77,286
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$170,323
Total plan assets at beginning of year	2014-12-31	$93,037
Total contributions received or receivable from participants	2014-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$7,832
Net income (gross income less expenses)	2014-12-31	$77,286
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$170,323
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$93,037
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$46,454
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : CONVICER, PERCY & GREEN, LLP 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$93,037
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$93,037
Total plan assets at beginning of year	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$5,745
Net income (gross income less expenses)	2013-12-31	$93,037
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$93,037
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$64,292
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0

Form 5500 Responses for CONVICER, PERCY & GREEN, LLP 401(K) PLAN

2015: CONVICER, PERCY & GREEN, LLP 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: CONVICER, PERCY & GREEN, LLP 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: CONVICER, PERCY & GREEN, LLP 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

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Company Name:	CONVICER, PERCY & GREEN, LLP
Employer identification number (EIN):	201470760
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers