401k Plan data: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES plan

GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 401k Plan overview

Plan Name	GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES
Plan identification number	003

GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GREENBAUM, ROWE, SMITH & DAVIS LLP has sponsored the creation of one or more 401k plans.

Company Name: GREENBAUM, ROWE, SMITH & DAVIS LLP

Employer identification number (EIN): 221544785

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2024-01-01 ELLEN G. AMON
003 2023-01-01
003 2023-01-01 ELLEN G. AMON
003 2022-01-01
003 2022-01-01 ELLEN G. AMON
003 2021-01-01
003 2021-01-01 ELLEN G. AMON
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 ELLEN G. AMON
003 2016-01-01 ELLEN G. AMON
003 2015-01-01 ELLEN G. AMON
003 2014-01-01 ELLEN G. AMON
003 2013-01-01 ELLEN G. AMON
003 2012-01-01 ROBERT HAAS
003 2011-01-01 ROBERT HAAS
003 2010-01-01 ROBERT HAAS ROBERT D. HAAS 2011-10-14
003 2009-01-01 ROBERT HAAS

Plan Statistics for GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES

401k plan membership statisitcs for GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES

Measure Date Value
2023: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2023 401k membership
Total participants, beginning-of-year 2023-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 125
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 25
Total of all active and inactive participants 2023-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 151
Number of participants with account balances 2023-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2022 401k membership
Total participants, beginning-of-year 2022-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 130
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 25
Total of all active and inactive participants 2022-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 156
Number of participants with account balances 2022-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2021 401k membership
Total participants, beginning-of-year 2021-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 125
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 2021-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 148
Number of participants with account balances 2021-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2020 401k membership
Total participants, beginning-of-year 2020-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 116
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 25
Total of all active and inactive participants 2020-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 142
Number of participants with account balances 2020-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2019 401k membership
Total participants, beginning-of-year 2019-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 121
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 20
Total of all active and inactive participants 2019-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 142
Number of participants with account balances 2019-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2018 401k membership
Total participants, beginning-of-year 2018-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 126
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 22
Total of all active and inactive participants 2018-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 149
Number of participants with account balances 2018-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2017 401k membership
Total participants, beginning-of-year 2017-01-01 156
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 18
Total of all active and inactive participants 2017-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 152
Number of participants with account balances 2017-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 140
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 16
Total of all active and inactive participants 2016-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 156
Number of participants with account balances 2016-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 138
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 20
Total of all active and inactive participants 2015-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 158
Number of participants with account balances 2015-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 136
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 21
Total of all active and inactive participants 2014-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 157
Number of participants with account balances 2014-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 141
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 17
Total of all active and inactive participants 2013-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 159
Number of participants with account balances 2013-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 179
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 20
Total of all active and inactive participants 2012-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 200
Number of participants with account balances 2012-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 171
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 20
Total of all active and inactive participants 2011-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 191
Number of participants with account balances 2011-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2010 401k membership
Total participants, beginning-of-year 2010-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 186
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 2010-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 202
Number of participants with account balances 2010-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 161
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 16
Total of all active and inactive participants 2009-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 177
Number of participants with account balances 2009-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2023 401k membership
Total participants, beginning-of-year	2023-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	125
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	25
Total of all active and inactive participants	2023-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	151
Number of participants with account balances	2023-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2022 401k membership
Total participants, beginning-of-year	2022-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	130
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	25
Total of all active and inactive participants	2022-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	156
Number of participants with account balances	2022-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2021 401k membership
Total participants, beginning-of-year	2021-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	125
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	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	148
Number of participants with account balances	2021-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2020 401k membership
Total participants, beginning-of-year	2020-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	116
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	25
Total of all active and inactive participants	2020-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	142
Number of participants with account balances	2020-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2019 401k membership
Total participants, beginning-of-year	2019-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	121
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	20
Total of all active and inactive participants	2019-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	142
Number of participants with account balances	2019-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2018 401k membership
Total participants, beginning-of-year	2018-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	126
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	22
Total of all active and inactive participants	2018-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	149
Number of participants with account balances	2018-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2017 401k membership
Total participants, beginning-of-year	2017-01-01	156
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	18
Total of all active and inactive participants	2017-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	152
Number of participants with account balances	2017-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	140
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	16
Total of all active and inactive participants	2016-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	156
Number of participants with account balances	2016-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	138
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	20
Total of all active and inactive participants	2015-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	158
Number of participants with account balances	2015-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	136
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	21
Total of all active and inactive participants	2014-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	157
Number of participants with account balances	2014-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	141
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	17
Total of all active and inactive participants	2013-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	159
Number of participants with account balances	2013-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	179
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	20
Total of all active and inactive participants	2012-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	200
Number of participants with account balances	2012-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	171
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	20
Total of all active and inactive participants	2011-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	191
Number of participants with account balances	2011-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2010 401k membership
Total participants, beginning-of-year	2010-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	186
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	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	202
Number of participants with account balances	2010-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	161
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	16
Total of all active and inactive participants	2009-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	177
Number of participants with account balances	2009-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES

Measure	Date	Value
2023 : GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2023 401k financial data
Total transfer of assets to this plan	2023-12-31	$69,207
Total transfer of assets from this plan	2023-12-31	$180,468
Total income from all sources (including contributions)	2023-12-31	$7,082,636
Total of all expenses incurred	2023-12-31	$2,855,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,812,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,429,708
Value of total assets at end of year	2023-12-31	$35,949,750
Value of total assets at beginning of year	2023-12-31	$31,834,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$43,801
Total interest from all sources	2023-12-31	$107,097
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$830,483
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	$830,483
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$3,000,000
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	$1,429,708
Participant contributions at end of year	2023-12-31	$111,392
Participant contributions at beginning of year	2023-12-31	$73,590
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	$4,226,650
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$35,949,750
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$31,834,361
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$32,454,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$24,441,010
Interest on participant loans	2023-12-31	$3,335
Value of interest in common/collective trusts at end of year	2023-12-31	$1,287,629
Value of interest in common/collective trusts at beginning of year	2023-12-31	$5,289,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$2,095,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$2,030,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$2,030,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$103,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$4,321,636
Net investment gain or loss from common/collective trusts	2023-12-31	$393,712
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,812,185
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	FORVIS MAZARS, LLP
Accountancy firm EIN	2023-12-31	440160260
Total transfer of assets to this plan	2023-01-01	$69,207
Total transfer of assets from this plan	2023-01-01	$180,468
Total income from all sources (including contributions)	2023-01-01	$7,082,636
Total of all expenses incurred	2023-01-01	$2,855,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$2,812,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$1,429,708
Value of total assets at end of year	2023-01-01	$35,949,750
Value of total assets at beginning of year	2023-01-01	$31,834,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$43,801
Total interest from all sources	2023-01-01	$107,097
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$830,483
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	$830,483
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$3,000,000
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	$1,429,708
Participant contributions at end of year	2023-01-01	$111,392
Participant contributions at beginning of year	2023-01-01	$73,590
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	$4,226,650
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$35,949,750
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$31,834,361
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$32,454,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$24,441,010
Interest on participant loans	2023-01-01	$3,335
Value of interest in common/collective trusts at end of year	2023-01-01	$1,287,629
Value of interest in common/collective trusts at beginning of year	2023-01-01	$5,289,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$2,095,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$103,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$4,321,636
Net investment gain or loss from common/collective trusts	2023-01-01	$393,712
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$2,812,185
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	FORVIS MAZARS, LLP
Accountancy firm EIN	2023-01-01	440160260
2022 : GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$231,166
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	$-5,569,194
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,487,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,428,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,288,407
Value of total assets at end of year	2022-12-31	$31,834,361
Value of total assets at beginning of year	2022-12-31	$38,659,819
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$58,891
Total interest from all sources	2022-12-31	$53,004
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$990,523
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	$990,523
Administrative expenses professional fees incurred	2022-12-31	$1,250
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
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	$1,288,407
Participant contributions at end of year	2022-12-31	$73,590
Participant contributions at beginning of year	2022-12-31	$114,992
Administrative expenses (other) incurred	2022-12-31	$45,937
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	$-7,056,624
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$31,834,361
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$38,659,819
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	$11,704
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$24,441,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$29,433,418
Interest on participant loans	2022-12-31	$3,957
Value of interest in common/collective trusts at end of year	2022-12-31	$5,289,582
Value of interest in common/collective trusts at beginning of year	2022-12-31	$5,459,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$2,030,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$3,652,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$3,652,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$49,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,119,033
Net investment gain or loss from common/collective trusts	2022-12-31	$-782,095
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,428,539
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	MAZARS USA LLP
Accountancy firm EIN	2022-12-31	131459550
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total transfer of assets to this plan	2022-01-01	$231,166
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	$-5,569,194
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$1,487,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$1,428,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$1,288,407
Value of total assets at end of year	2022-01-01	$31,834,361
Value of total assets at beginning of year	2022-01-01	$38,659,819
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$58,891
Total interest from all sources	2022-01-01	$53,004
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$990,523
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	$990,523
Administrative expenses professional fees incurred	2022-01-01	$1,250
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$3,000,000
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	$1,288,407
Participant contributions at end of year	2022-01-01	$73,590
Participant contributions at beginning of year	2022-01-01	$114,992
Administrative expenses (other) incurred	2022-01-01	$45,937
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	$-7,056,624
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$31,834,361
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$38,659,819
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	$11,704
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$24,441,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$29,433,418
Interest on participant loans	2022-01-01	$3,957
Value of interest in common/collective trusts at end of year	2022-01-01	$5,289,582
Value of interest in common/collective trusts at beginning of year	2022-01-01	$5,459,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$2,030,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$49,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-7,119,033
Net investment gain or loss from common/collective trusts	2022-01-01	$-782,095
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$1,428,539
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	MAZARS USA LLP
Accountancy firm EIN	2022-01-01	131459550
2021 : GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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	$38,017
Total income from all sources (including contributions)	2021-12-31	$6,459,496
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,997,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,968,112
Value of total corrective distributions	2021-12-31	$7,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,187,954
Value of total assets at end of year	2021-12-31	$38,659,819
Value of total assets at beginning of year	2021-12-31	$35,235,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$22,257
Total interest from all sources	2021-12-31	$79,335
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,021,690
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	$2,021,690
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
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	$1,187,954
Participant contributions at end of year	2021-12-31	$114,992
Participant contributions at beginning of year	2021-12-31	$64,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$38,017
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$13,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,461,996
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$38,659,819
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$35,197,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$9,226
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$29,433,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$30,759,268
Interest on participant loans	2021-12-31	$4,389
Value of interest in common/collective trusts at end of year	2021-12-31	$5,459,342
Value of interest in common/collective trusts at beginning of year	2021-12-31	$4,412,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$3,652,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$74,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,672,663
Net investment gain or loss from common/collective trusts	2021-12-31	$497,854
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,968,112
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	MAZARS USA LLP
Accountancy firm EIN	2021-12-31	131459550
2020 : GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$90,439
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$38,017
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	$6,092,393
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$809,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$808,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,022,487
Value of total assets at end of year	2020-12-31	$35,235,840
Value of total assets at beginning of year	2020-12-31	$29,824,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,392
Total interest from all sources	2020-12-31	$105,461
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,207,395
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	$1,207,395
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
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	$1,022,487
Participant contributions at end of year	2020-12-31	$64,261
Participant contributions at beginning of year	2020-12-31	$56,737
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$38,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$383
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	$5,282,614
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$35,197,823
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$29,824,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$1,009
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$30,759,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$24,110,509
Interest on participant loans	2020-12-31	$3,575
Value of interest in common/collective trusts at end of year	2020-12-31	$4,412,311
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,657,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$101,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,119,225
Net investment gain or loss from common/collective trusts	2020-12-31	$637,825
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$808,387
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	MAZARS USA LLP
Accountancy firm EIN	2020-12-31	131459550
2019 : GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$538,162
Total transfer of assets from this plan	2019-12-31	$1,026,973
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	$6,975,042
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,574,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,573,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,062,688
Value of total assets at end of year	2019-12-31	$29,824,770
Value of total assets at beginning of year	2019-12-31	$25,912,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$200
Total interest from all sources	2019-12-31	$150,665
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$910,062
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	$910,062
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
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	$1,017,076
Participant contributions at end of year	2019-12-31	$56,737
Participant contributions at beginning of year	2019-12-31	$140,479
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$45,612
Administrative expenses (other) incurred	2019-12-31	$200
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	$4,400,999
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$29,824,770
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$25,912,582
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 registered invesment companies (eg mutual funds) at end of year	2019-12-31	$24,110,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,595,828
Interest on participant loans	2019-12-31	$4,524
Value of interest in common/collective trusts at end of year	2019-12-31	$5,657,524
Value of interest in common/collective trusts at beginning of year	2019-12-31	$5,176,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$146,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,939,567
Net investment gain or loss from common/collective trusts	2019-12-31	$912,060
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,573,843
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	MAZARS USA LLP
Accountancy firm EIN	2019-12-31	131459550
2018 : GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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	$-241,220
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,135,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,134,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,070,832
Value of total assets at end of year	2018-12-31	$25,912,582
Value of total assets at beginning of year	2018-12-31	$27,289,106
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$404
Total interest from all sources	2018-12-31	$129,648
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,466,268
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	$1,466,268
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
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	$1,070,832
Participant contributions at end of year	2018-12-31	$140,479
Participant contributions at beginning of year	2018-12-31	$231,280
Administrative expenses (other) incurred	2018-12-31	$404
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	$-1,376,524
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$25,912,582
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$27,289,106
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	$20,595,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$22,786,477
Interest on participant loans	2018-12-31	$7,639
Value of interest in common/collective trusts at end of year	2018-12-31	$5,176,275
Value of interest in common/collective trusts at beginning of year	2018-12-31	$4,271,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$122,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,624,888
Net investment gain or loss from common/collective trusts	2018-12-31	$-283,080
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,134,900
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	MAZARS USA LLP
Accountancy firm EIN	2018-12-31	131459550
2017 : GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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	$4,924,040
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,117,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,117,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,182,264
Value of total assets at end of year	2017-12-31	$27,289,106
Value of total assets at beginning of year	2017-12-31	$23,482,408
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$105
Total interest from all sources	2017-12-31	$18,999
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$908,055
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	$908,055
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
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	$1,182,264
Participant contributions at end of year	2017-12-31	$231,280
Participant contributions at beginning of year	2017-12-31	$270,371
Administrative expenses (other) incurred	2017-12-31	$105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,806,698
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$27,289,106
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$23,482,408
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	$22,786,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$19,575,232
Interest on participant loans	2017-12-31	$11,546
Value of interest in common/collective trusts at end of year	2017-12-31	$4,271,349
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,636,805
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	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$7,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,214,540
Net investment gain or loss from common/collective trusts	2017-12-31	$600,182
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,117,237
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	MAZARS USA LLP
Accountancy firm EIN	2017-12-31	131459550
2016 : GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$257,736
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,499,397
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,228,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,227,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,214,023
Value of total assets at end of year	2016-12-31	$23,482,408
Value of total assets at beginning of year	2016-12-31	$21,953,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$399
Total interest from all sources	2016-12-31	$10,765
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$571,299
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	$571,299
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
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	$1,214,023
Participant contributions at end of year	2016-12-31	$270,371
Participant contributions at beginning of year	2016-12-31	$155,678
Administrative expenses (other) incurred	2016-12-31	$399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,271,381
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$23,482,408
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$21,953,291
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	$19,575,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$18,618,515
Interest on participant loans	2016-12-31	$7,287
Value of interest in common/collective trusts at end of year	2016-12-31	$3,636,805
Value of interest in common/collective trusts at beginning of year	2016-12-31	$3,179,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$3,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$472,399
Net investment gain or loss from common/collective trusts	2016-12-31	$230,911
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,227,617
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	MAZARS USA LLP
Accountancy firm EIN	2016-12-31	131459550
2015 : GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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	$7,000
Total income from all sources (including contributions)	2015-12-31	$1,142,071
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,523,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,523,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,228,462
Value of total assets at end of year	2015-12-31	$21,953,291
Value of total assets at beginning of year	2015-12-31	$22,341,870
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$300
Total interest from all sources	2015-12-31	$7,306
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,290,030
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	$1,290,030
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
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	$1,228,462
Participant contributions at end of year	2015-12-31	$155,678
Participant contributions at beginning of year	2015-12-31	$181,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$7,000
Administrative expenses (other) incurred	2015-12-31	$300
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	$-381,579
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$21,953,291
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$22,334,870
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$18,618,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$19,202,488
Interest on participant loans	2015-12-31	$7,090
Value of interest in common/collective trusts at end of year	2015-12-31	$3,179,098
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,957,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,369,703
Net investment gain or loss from common/collective trusts	2015-12-31	$-14,024
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,523,350
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	WEISERMAZARS LLP
Accountancy firm EIN	2015-12-31	131459550
2014 : GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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	$7,000
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	$2,563,971
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$558,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$557,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,246,196
Value of total assets at end of year	2014-12-31	$22,341,870
Value of total assets at beginning of year	2014-12-31	$20,329,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$500
Total interest from all sources	2014-12-31	$5,637
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,103,787
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	$1,103,787
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
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	$1,246,196
Participant contributions at end of year	2014-12-31	$181,685
Participant contributions at beginning of year	2014-12-31	$107,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$7,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,005,483
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$22,334,870
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$20,329,387
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$19,202,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$15,247,281
Interest on participant loans	2014-12-31	$5,498
Value of interest in common/collective trusts at end of year	2014-12-31	$2,957,697
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,593,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,380,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,380,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$139
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$39,700
Net investment gain or loss from common/collective trusts	2014-12-31	$168,651
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$557,988
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	WEISERMAZARS LLP
Accountancy firm EIN	2014-12-31	131459550
2013 : GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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	$4,387,029
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,411,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,411,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,199,361
Value of total assets at end of year	2013-12-31	$20,329,387
Value of total assets at beginning of year	2013-12-31	$18,353,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$100
Total interest from all sources	2013-12-31	$6,245
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$739,218
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	$739,218
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
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	$1,199,361
Participant contributions at end of year	2013-12-31	$107,967
Participant contributions at beginning of year	2013-12-31	$178,651
Administrative expenses (other) incurred	2013-12-31	$100
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	$1,975,469
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$20,329,387
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$18,353,918
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$15,247,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$13,462,348
Interest on participant loans	2013-12-31	$5,992
Value of interest in common/collective trusts at end of year	2013-12-31	$2,593,318
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,020,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,380,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,692,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,692,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$253
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,032,389
Net investment gain or loss from common/collective trusts	2013-12-31	$409,816
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,411,460
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	WEISERMAZARS LLP
Accountancy firm EIN	2013-12-31	131459550
2012 : GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$84,743
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	$3,019,152
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,011,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,010,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,112,284
Value of total assets at end of year	2012-12-31	$18,353,918
Value of total assets at beginning of year	2012-12-31	$16,261,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$350
Total interest from all sources	2012-12-31	$8,214
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$407,587
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	$407,587
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
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	$1,111,546
Participant contributions at end of year	2012-12-31	$178,651
Participant contributions at beginning of year	2012-12-31	$185,813
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	$7,090
Administrative expenses (other) incurred	2012-12-31	$350
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	$2,008,063
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$18,353,918
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$16,261,112
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$13,462,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,322,867
Interest on participant loans	2012-12-31	$7,936
Value of interest in common/collective trusts at end of year	2012-12-31	$2,020,625
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,714,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,692,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$3,031,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$3,031,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$278
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,243,948
Net investment gain or loss from common/collective trusts	2012-12-31	$247,119
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	$738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,010,739
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	WEISERMAZARS LLP
Accountancy firm EIN	2012-12-31	131459550
2011 : GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$1,855
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	$487,324
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$352,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$352,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,147,640
Value of total assets at end of year	2011-12-31	$16,261,112
Value of total assets at beginning of year	2011-12-31	$16,128,170
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$275
Total interest from all sources	2011-12-31	$9,597
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$227,910
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	$227,910
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
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	$1,147,640
Participant contributions at end of year	2011-12-31	$185,813
Participant contributions at beginning of year	2011-12-31	$210,077
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$7,090
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$8,380
Administrative expenses (other) incurred	2011-12-31	$275
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	$134,797
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$16,261,112
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$16,128,170
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$11,322,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,583,486
Interest on participant loans	2011-12-31	$9,282
Value of interest in common/collective trusts at end of year	2011-12-31	$1,714,302
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,610,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$3,031,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,715,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,715,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$315
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-846,570
Net investment gain or loss from common/collective trusts	2011-12-31	$-51,253
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$352,252
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	WEISERMAZARS LLP
Accountancy firm EIN	2011-12-31	131459550
2010 : GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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	$2,764,241
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$889,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$889,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,115,634
Value of total assets at end of year	2010-12-31	$16,128,170
Value of total assets at beginning of year	2010-12-31	$14,253,782
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$434
Total interest from all sources	2010-12-31	$12,610
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$281,051
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	$281,051
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
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	$1,115,634
Participant contributions at end of year	2010-12-31	$210,077
Participant contributions at beginning of year	2010-12-31	$235,649
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$8,380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$6,833
Administrative expenses (other) incurred	2010-12-31	$434
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	$1,874,388
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$16,128,170
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$14,253,782
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,583,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$9,675,820
Interest on participant loans	2010-12-31	$11,945
Value of interest in common/collective trusts at end of year	2010-12-31	$1,610,305
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,369,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,715,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,966,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,966,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$665
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,161,242
Net investment gain or loss from common/collective trusts	2010-12-31	$193,704
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	$889,419
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	WEISERMAZARS LLP
Accountancy firm EIN	2010-12-31	131459550
2009 : GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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 GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES

2023: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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: GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES 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:	GREENBAUM, ROWE, SMITH & DAVIS LLP
Employer identification number (EIN):	221544785
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2024-01-01	ELLEN G. AMON
003	2023-01-01
003	2023-01-01	ELLEN G. AMON
003	2022-01-01
003	2022-01-01	ELLEN G. AMON
003	2021-01-01
003	2021-01-01	ELLEN G. AMON
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	ELLEN G. AMON
003	2016-01-01	ELLEN G. AMON
003	2015-01-01	ELLEN G. AMON
003	2014-01-01	ELLEN G. AMON
003	2013-01-01	ELLEN G. AMON
003	2012-01-01	ROBERT HAAS
003	2011-01-01	ROBERT HAAS
003	2010-01-01	ROBERT HAAS	ROBERT D. HAAS	2011-10-14
003	2009-01-01	ROBERT HAAS