401k Plan data: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN plan

LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 401k Plan overview

Plan Name	LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN
Plan identification number	001

LAFATA MANAGEMENT, INC. EMPLOYEES' 401K 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.
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.
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

LAFATA MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: LAFATA MANAGEMENT, INC.

Employer identification number (EIN): 201965835

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DIANE CONNELLY 2024-09-24
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DIANE CONNELLY
001 2017-01-01
001 2016-01-01 DIANE CONNELLY
001 2016-01-01
001 2015-01-01 DIANE CONNELLY 2016-07-21
001 2014-01-01 DIANE CONNELLY 2015-07-21
001 2013-01-01 LAFATA MANAGEMENT EMPLOYEES 2014-07-15
001 2012-01-01 DIANE CONNELLY 2013-07-19 DIANE CONNELLY 2013-07-19
001 2011-01-01 DIANE CONNELLY 2012-07-23 DIANE CONNELLY 2012-07-23
001 2010-01-01 DIANE CONNELLY
001 2009-01-01 DIANE CONNELLY
001 2009-01-01 DIANE CONNELLY
001 2007-01-01 DIANE CONNELLY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DIANE CONNELLY	2024-09-24
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DIANE CONNELLY
001	2017-01-01
001	2016-01-01	DIANE CONNELLY
001	2016-01-01
001	2015-01-01	DIANE CONNELLY	2016-07-21
001	2014-01-01	DIANE CONNELLY	2015-07-21
001	2013-01-01	LAFATA MANAGEMENT EMPLOYEES	2014-07-15
001	2012-01-01	DIANE CONNELLY	2013-07-19	DIANE CONNELLY	2013-07-19
001	2011-01-01	DIANE CONNELLY	2012-07-23	DIANE CONNELLY	2012-07-23
001	2010-01-01	DIANE CONNELLY
001	2009-01-01	DIANE CONNELLY
001	2009-01-01	DIANE CONNELLY
001	2007-01-01	DIANE CONNELLY

Plan Statistics for LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN

401k plan membership statisitcs for LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN

Measure Date Value
2022: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 114
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 22
Total of all active and inactive participants 2022-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 136
Number of participants with account balances 2022-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 115
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 23
Total of all active and inactive participants 2021-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 138
Number of participants with account balances 2021-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 118
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 18
Total of all active and inactive participants 2020-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 137
Number of participants with account balances 2020-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 120
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 139
Number of participants with account balances 2019-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 124
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 15
Total of all active and inactive participants 2018-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 139
Number of participants with account balances 2018-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 134
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 13
Total of all active and inactive participants 2017-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 147
Number of participants with account balances 2017-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 122
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 134
Number of participants with account balances 2016-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2010: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 77
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 16
Total of all active and inactive participants 2010-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 93
Number of participants with account balances 2010-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 58
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 22
Total of all active and inactive participants 2009-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 80
Number of participants with account balances 2009-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2007: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 101
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 15
Total of all active and inactive participants 2007-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 116
Number of participants with account balances 2007-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 1

Measure	Date	Value
2022: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	114
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	22
Total of all active and inactive participants	2022-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	136
Number of participants with account balances	2022-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	115
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	23
Total of all active and inactive participants	2021-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	138
Number of participants with account balances	2021-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	118
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	18
Total of all active and inactive participants	2020-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	137
Number of participants with account balances	2020-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	120
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	139
Number of participants with account balances	2019-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	124
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	15
Total of all active and inactive participants	2018-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	139
Number of participants with account balances	2018-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	134
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	13
Total of all active and inactive participants	2017-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	147
Number of participants with account balances	2017-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	122
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	134
Number of participants with account balances	2016-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2010: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	77
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	16
Total of all active and inactive participants	2010-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	93
Number of participants with account balances	2010-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	58
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	22
Total of all active and inactive participants	2009-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	80
Number of participants with account balances	2009-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2007: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	101
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	15
Total of all active and inactive participants	2007-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	116
Number of participants with account balances	2007-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	1

Financial Data on LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN

Measure	Date	Value
2022 : LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-484,658
Total of all expenses incurred	2022-12-31	$248,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$216,069
Value of total corrective distributions	2022-12-31	$9,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$330,546
Value of total assets at end of year	2022-12-31	$4,250,817
Value of total assets at beginning of year	2022-12-31	$4,984,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$22,844
Total interest from all sources	2022-12-31	$1,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$80,000
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	$203,160
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$16,346
Administrative expenses (other) incurred	2022-12-31	$22,844
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	$-733,515
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,250,817
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,984,332
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
Value of interest in pooled separate accounts at end of year	2022-12-31	$4,152,911
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,900,235
Interest earned on other investments	2022-12-31	$1,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$97,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$56,909
Net investment gain/loss from pooled separate accounts	2022-12-31	$-816,426
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	$127,386
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$10,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$216,069
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	2022-12-31	No
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	Disclaimer
Accountancy firm name	2022-12-31	COHEN & TRENKAMP CPA'S PLLC
Accountancy firm EIN	2022-12-31	274296060
2021 : LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$978,012
Total of all expenses incurred	2021-12-31	$56,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$19,838
Value of total corrective distributions	2021-12-31	$13,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$324,583
Value of total assets at end of year	2021-12-31	$4,984,332
Value of total assets at beginning of year	2021-12-31	$4,062,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$23,293
Total interest from all sources	2021-12-31	$723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$80,000
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	$199,644
Participant contributions at end of year	2021-12-31	$16,346
Participant contributions at beginning of year	2021-12-31	$11,984
Administrative expenses (other) incurred	2021-12-31	$23,293
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	$921,763
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,984,332
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,062,569
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 pooled separate accounts at end of year	2021-12-31	$4,900,235
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,999,796
Interest earned on other investments	2021-12-31	$723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$56,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$42,505
Net investment gain/loss from pooled separate accounts	2021-12-31	$652,706
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	$124,939
Employer contributions (assets) at end of year	2021-12-31	$10,842
Employer contributions (assets) at beginning of year	2021-12-31	$8,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$19,838
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	2021-12-31	No
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	Disclaimer
Accountancy firm name	2021-12-31	COHEN & TRENKAMP CPA'S PLLC
Accountancy firm EIN	2021-12-31	274296060
2020 : LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$840,740
Total of all expenses incurred	2020-12-31	$406,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$382,649
Value of total corrective distributions	2020-12-31	$3,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$305,346
Value of total assets at end of year	2020-12-31	$4,062,569
Value of total assets at beginning of year	2020-12-31	$3,628,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$20,234
Total interest from all sources	2020-12-31	$577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$80,000
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	$188,562
Participant contributions at end of year	2020-12-31	$11,984
Participant contributions at beginning of year	2020-12-31	$8,451
Administrative expenses (other) incurred	2020-12-31	$20,234
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	$434,306
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,062,569
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,628,263
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 pooled separate accounts at end of year	2020-12-31	$3,999,796
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,574,814
Interest earned on other investments	2020-12-31	$577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$42,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$39,594
Net investment gain/loss from pooled separate accounts	2020-12-31	$534,817
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	$116,784
Employer contributions (assets) at end of year	2020-12-31	$8,284
Employer contributions (assets) at beginning of year	2020-12-31	$5,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$382,649
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
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	COHEN & TRENKAMP CPA'S PLLC
Accountancy firm EIN	2020-12-31	274296060
2019 : LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$926,245
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$272,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$253,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$272,483
Value of total assets at end of year	2019-12-31	$3,628,263
Value of total assets at beginning of year	2019-12-31	$2,974,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,266
Total interest from all sources	2019-12-31	$857
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$80,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$164,622
Participant contributions at end of year	2019-12-31	$8,451
Participant contributions at beginning of year	2019-12-31	$12,595
Administrative expenses (other) incurred	2019-12-31	$18,266
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	$654,060
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,628,263
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,974,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,574,814
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,917,845
Interest earned on other investments	2019-12-31	$857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$39,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$35,185
Net investment gain/loss from pooled separate accounts	2019-12-31	$652,905
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
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	$107,861
Employer contributions (assets) at end of year	2019-12-31	$5,404
Employer contributions (assets) at beginning of year	2019-12-31	$8,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$253,919
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	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COHEN & TRENKAMP CPA'S PLLC
Accountancy firm EIN	2019-12-31	274296060
2018 : LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$16,896
Total of all expenses incurred	2018-12-31	$66,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$48,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$258,904
Value of total assets at end of year	2018-12-31	$2,974,203
Value of total assets at beginning of year	2018-12-31	$3,023,601
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,700
Total interest from all sources	2018-12-31	$419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$80,000
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	$151,437
Participant contributions at end of year	2018-12-31	$12,595
Participant contributions at beginning of year	2018-12-31	$13,249
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$7,437
Administrative expenses (other) incurred	2018-12-31	$17,700
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	$-49,398
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,974,203
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,023,601
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 pooled separate accounts at end of year	2018-12-31	$2,917,845
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,969,013
Interest earned on other investments	2018-12-31	$419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$35,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$30,897
Net investment gain/loss from pooled separate accounts	2018-12-31	$-242,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$100,030
Employer contributions (assets) at end of year	2018-12-31	$8,578
Employer contributions (assets) at beginning of year	2018-12-31	$10,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$48,594
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	2018-12-31	No
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	COHEN & TRENKAMP CPA'S PLLC
Accountancy firm EIN	2018-12-31	274296060
2017 : LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$722,337
Total of all expenses incurred	2017-12-31	$149,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$131,872
Expenses. Certain deemed distributions of participant loans	2017-12-31	$631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$289,541
Value of total assets at end of year	2017-12-31	$3,023,601
Value of total assets at beginning of year	2017-12-31	$2,450,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$16,776
Total interest from all sources	2017-12-31	$316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$80,000
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	$161,007
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$1,047
Participant contributions at end of year	2017-12-31	$13,249
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$15,474
Administrative expenses (other) incurred	2017-12-31	$16,776
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	$573,058
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,023,601
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,450,543
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 pooled separate accounts at end of year	2017-12-31	$2,969,013
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,432,344
Interest on participant loans	2017-12-31	$36
Interest earned on other investments	2017-12-31	$280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$30,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$17,152
Net investment gain/loss from pooled separate accounts	2017-12-31	$432,480
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	$113,060
Employer contributions (assets) at end of year	2017-12-31	$10,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$131,872
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	2017-12-31	No
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	BELGER AND ASSOCIATES, P.C.
Accountancy firm EIN	2017-12-31	383321968
2016 : LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$499,465
Total of all expenses incurred	2016-12-31	$326,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$311,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$307,871
Value of total assets at end of year	2016-12-31	$2,450,543
Value of total assets at beginning of year	2016-12-31	$2,277,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$14,876
Total interest from all sources	2016-12-31	$265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$80,000
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	$201,139
Participant contributions at end of year	2016-12-31	$1,047
Participant contributions at beginning of year	2016-12-31	$1,794
Administrative expenses (other) incurred	2016-12-31	$14,876
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	$172,778
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,450,543
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,277,765
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 pooled separate accounts at end of year	2016-12-31	$2,432,344
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,275,971
Interest on participant loans	2016-12-31	$58
Interest earned on other investments	2016-12-31	$207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$17,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$191,329
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	$106,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$311,811
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	2016-12-31	No
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	BELGER AND ASSOCIATES, P.C.
Accountancy firm EIN	2016-12-31	383321968
2010 : LAFATA MANAGEMENT, INC. EMPLOYEES' 401K 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	$230,417
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$114,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$102,175
Value of total corrective distributions	2010-12-31	$2,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$61,611
Value of total assets at end of year	2010-12-31	$1,559,385
Value of total assets at beginning of year	2010-12-31	$1,443,936
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$10,325
Total interest from all sources	2010-12-31	$2,948
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$1,250
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$80,000
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	$61,611
Participant contributions at end of year	2010-12-31	$46,526
Participant contributions at beginning of year	2010-12-31	$58,229
Other income not declared elsewhere	2010-12-31	$1,511
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	$115,449
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,559,385
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,443,936
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	$9,075
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,456,155
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,329,829
Interest on participant loans	2010-12-31	$2,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$56,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$55,878
Net investment gain/loss from pooled separate accounts	2010-12-31	$164,347
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$102,175
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	BELGER AND ASSOCIATES, PC
Accountancy firm EIN	2010-12-31	383321968
2009 : LAFATA MANAGEMENT, INC. EMPLOYEES' 401K 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 LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN

2022: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2010: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: LAFATA MANAGEMENT, INC. EMPLOYEES' 401K PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997075

Policy instance

Insurance contract or identification number	997075
Number of Individuals Covered	84
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $11,066
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,066
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997075

Policy instance

Insurance contract or identification number	997075
Number of Individuals Covered	89
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $11,375
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,375
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997075

Policy instance

Insurance contract or identification number	997075
Number of Individuals Covered	85
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $8,871
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,871
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997075

Policy instance

Insurance contract or identification number	997075
Number of Individuals Covered	83
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $8,104
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,104
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997075

Policy instance

Insurance contract or identification number	997075
Number of Individuals Covered	71
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $7,802
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,802
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997075

Policy instance

Insurance contract or identification number	997075
Number of Individuals Covered	70
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $6,776
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,776
Insurance broker organization code?	3
Insurance broker name	RAYMOND JAMES INSURANCE GROUP INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997075-000

Policy instance

Insurance contract or identification number	997075-000
Number of Individuals Covered	62
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $3,451
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LAFATA MANAGEMENT, INC.
Employer identification number (EIN):	201965835
NAIC Classification:	339900