401k Plan data: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN plan

SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 401k Plan overview

Plan Name	SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN
Plan identification number	002

SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

HOF & REID, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: HOF & REID, L.L.C.

Employer identification number (EIN): 231741194

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 DANIEL E. COHEN, ESQ.
002 2023-01-01
002 2023-01-01 DANIEL E. COHEN, ESQ.
002 2022-01-01
002 2022-01-01 DANIEL E. COHEN, ESQ.
002 2021-01-01
002 2021-01-01 DANIEL E. COHEN, ESQ.
002 2020-01-01
002 2019-01-01
002 2017-01-01 DANIEL E. COHEN, ESQ. DANIEL E. COHEN, ESQ. 2018-10-09
002 2016-01-01 DANIEL E. COHEN, ESQ. DANIEL E. COHEN, ESQ. 2017-10-11
002 2015-01-01 DANIEL E. COHEN, ESQ. DANIEL E. COHEN, ESQ. 2016-10-03
002 2014-01-01 DANIEL E. COHEN, ESQ. DANIEL E. COHEN, ESQ. 2015-10-02
002 2013-01-01 DANIEL COHEN
002 2012-01-01 DANIEL COHEN
002 2011-01-01 DANIEL COHEN
002 2010-01-01 DANIEL COHEN
002 2009-01-01 DANIEL COHEN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	DANIEL E. COHEN, ESQ.
002	2023-01-01
002	2023-01-01	DANIEL E. COHEN, ESQ.
002	2022-01-01
002	2022-01-01	DANIEL E. COHEN, ESQ.
002	2021-01-01
002	2021-01-01	DANIEL E. COHEN, ESQ.
002	2020-01-01
002	2019-01-01
002	2017-01-01	DANIEL E. COHEN, ESQ.	DANIEL E. COHEN, ESQ.	2018-10-09
002	2016-01-01	DANIEL E. COHEN, ESQ.	DANIEL E. COHEN, ESQ.	2017-10-11
002	2015-01-01	DANIEL E. COHEN, ESQ.	DANIEL E. COHEN, ESQ.	2016-10-03
002	2014-01-01	DANIEL E. COHEN, ESQ.	DANIEL E. COHEN, ESQ.	2015-10-02
002	2013-01-01	DANIEL COHEN
002	2012-01-01	DANIEL COHEN
002	2011-01-01	DANIEL COHEN
002	2010-01-01	DANIEL COHEN
002	2009-01-01	DANIEL COHEN

Plan Statistics for SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN

401k plan membership statisitcs for SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN

Measure Date Value
2023: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 11
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 0
Total of all active and inactive participants 2023-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 11
Number of participants with account balances 2023-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
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 0
Total of all active and inactive participants 2022-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 10
Number of participants with account balances 2022-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
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 2
Total of all active and inactive participants 2021-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
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 2
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
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 3
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
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 0
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
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 0
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
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 0
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
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 0
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
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: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	11
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	0
Total of all active and inactive participants	2023-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	11
Number of participants with account balances	2023-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
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	0
Total of all active and inactive participants	2022-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	10
Number of participants with account balances	2022-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
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	2
Total of all active and inactive participants	2021-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
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	2
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
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	3
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
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	0
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
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	0
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
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	0
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
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	0
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN

Measure	Date	Value
2023 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$849
Total plan liabilities at beginning of year	2023-12-31	$525
Total income from all sources	2023-12-31	$1,224,063
Expenses. Total of all expenses incurred	2023-12-31	$220,172
Benefits paid (including direct rollovers)	2023-12-31	$187,434
Total plan assets at end of year	2023-12-31	$9,011,132
Total plan assets at beginning of year	2023-12-31	$8,006,917
Value of fidelity bond covering the plan	2023-12-31	$750,000
Total contributions received or receivable from participants	2023-12-31	$30,074
Contributions received from other sources (not participants or employers)	2023-12-31	$30,724
Other income received	2023-12-31	$963,810
Net income (gross income less expenses)	2023-12-31	$1,003,891
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$9,010,283
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$8,006,392
Assets. Value of participant loans	2023-12-31	$23,165
Total contributions received or receivable from employer(s)	2023-12-31	$199,455
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$32,738
2022 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$525
Total plan liabilities at beginning of year	2022-12-31	$421
Total income from all sources	2022-12-31	$-861,311
Expenses. Total of all expenses incurred	2022-12-31	$243,299
Benefits paid (including direct rollovers)	2022-12-31	$211,925
Total plan assets at end of year	2022-12-31	$8,006,917
Total plan assets at beginning of year	2022-12-31	$9,111,423
Value of fidelity bond covering the plan	2022-12-31	$750,000
Total contributions received or receivable from participants	2022-12-31	$50,110
Other income received	2022-12-31	$-1,087,132
Net income (gross income less expenses)	2022-12-31	$-1,104,610
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,006,392
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,111,002
Assets. Value of participant loans	2022-12-31	$24,430
Total contributions received or receivable from employer(s)	2022-12-31	$175,711
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$31,374
2021 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$421
Total plan liabilities at beginning of year	2021-12-31	$1,369
Total income from all sources	2021-12-31	$1,773,352
Expenses. Total of all expenses incurred	2021-12-31	$3,172,697
Benefits paid (including direct rollovers)	2021-12-31	$3,132,874
Total plan assets at end of year	2021-12-31	$9,111,423
Total plan assets at beginning of year	2021-12-31	$10,511,716
Value of fidelity bond covering the plan	2021-12-31	$750,000
Total contributions received or receivable from participants	2021-12-31	$58,743
Other income received	2021-12-31	$1,539,044
Net income (gross income less expenses)	2021-12-31	$-1,399,345
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,111,002
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$10,510,347
Assets. Value of participant loans	2021-12-31	$55,757
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$160,512
Total contributions received or receivable from employer(s)	2021-12-31	$175,565
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$39,823
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$1,369
Total plan liabilities at beginning of year	2020-12-31	$1,037
Total income from all sources	2020-12-31	$1,062,489
Expenses. Total of all expenses incurred	2020-12-31	$61,772
Benefits paid (including direct rollovers)	2020-12-31	$28,397
Total plan assets at end of year	2020-12-31	$10,511,716
Total plan assets at beginning of year	2020-12-31	$9,510,667
Value of fidelity bond covering the plan	2020-12-31	$750,000
Total contributions received or receivable from participants	2020-12-31	$48,559
Other income received	2020-12-31	$982,451
Net income (gross income less expenses)	2020-12-31	$1,000,717
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$10,510,347
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,509,630
Assets. Value of participant loans	2020-12-31	$8,823
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$162,313
Total contributions received or receivable from employer(s)	2020-12-31	$31,479
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$33,375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$1,037
Total plan liabilities at beginning of year	2019-12-31	$1,045
Total income from all sources	2019-12-31	$1,919,583
Expenses. Total of all expenses incurred	2019-12-31	$253,388
Benefits paid (including direct rollovers)	2019-12-31	$222,977
Total plan assets at end of year	2019-12-31	$9,510,667
Total plan assets at beginning of year	2019-12-31	$7,844,480
Value of fidelity bond covering the plan	2019-12-31	$750,000
Total contributions received or receivable from participants	2019-12-31	$16,386
Other income received	2019-12-31	$1,747,197
Net income (gross income less expenses)	2019-12-31	$1,666,195
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,509,630
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,843,435
Assets. Value of participant loans	2019-12-31	$12,670
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$12,132
Total contributions received or receivable from employer(s)	2019-12-31	$156,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$30,411
2018 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$1,045
Total plan liabilities at beginning of year	2018-12-31	$909
Total income from all sources	2018-12-31	$-263,145
Expenses. Total of all expenses incurred	2018-12-31	$266,705
Benefits paid (including direct rollovers)	2018-12-31	$237,597
Total plan assets at end of year	2018-12-31	$7,844,480
Total plan assets at beginning of year	2018-12-31	$8,374,194
Value of fidelity bond covering the plan	2018-12-31	$750,000
Total contributions received or receivable from participants	2018-12-31	$31,704
Other income received	2018-12-31	$-480,933
Net income (gross income less expenses)	2018-12-31	$-529,850
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,843,435
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$8,373,285
Assets. Value of participant loans	2018-12-31	$8,915
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$24,173
Total contributions received or receivable from employer(s)	2018-12-31	$186,084
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$29,108
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$909
Total plan liabilities at beginning of year	2017-12-31	$17,443
Total income from all sources	2017-12-31	$1,148,578
Expenses. Total of all expenses incurred	2017-12-31	$409,568
Benefits paid (including direct rollovers)	2017-12-31	$401,525
Total plan assets at end of year	2017-12-31	$8,374,194
Total plan assets at beginning of year	2017-12-31	$7,651,718
Value of fidelity bond covering the plan	2017-12-31	$750,000
Total contributions received or receivable from participants	2017-12-31	$22,032
Other income received	2017-12-31	$966,793
Net income (gross income less expenses)	2017-12-31	$739,010
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$8,373,285
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$7,634,275
Assets. Value of participant loans	2017-12-31	$4,059
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$24,114
Total contributions received or receivable from employer(s)	2017-12-31	$159,753
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$8,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$17,443
Total plan liabilities at beginning of year	2016-12-31	$17,655
Total income from all sources	2016-12-31	$813,579
Expenses. Total of all expenses incurred	2016-12-31	$782,086
Benefits paid (including direct rollovers)	2016-12-31	$776,073
Total plan assets at end of year	2016-12-31	$7,651,718
Total plan assets at beginning of year	2016-12-31	$7,620,437
Value of fidelity bond covering the plan	2016-12-31	$750,000
Total contributions received or receivable from participants	2016-12-31	$1,700
Contributions received from other sources (not participants or employers)	2016-12-31	$31,828
Other income received	2016-12-31	$637,428
Net income (gross income less expenses)	2016-12-31	$31,493
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,634,275
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,602,782
Assets. Value of participant loans	2016-12-31	$5,412
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$38,136
Total contributions received or receivable from employer(s)	2016-12-31	$142,623
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$6,013
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$17,655
Total plan liabilities at beginning of year	2015-12-31	$17,632
Total income from all sources	2015-12-31	$-105,347
Expenses. Total of all expenses incurred	2015-12-31	$660,495
Benefits paid (including direct rollovers)	2015-12-31	$649,008
Total plan assets at end of year	2015-12-31	$7,620,437
Total plan assets at beginning of year	2015-12-31	$8,386,256
Value of fidelity bond covering the plan	2015-12-31	$750,000
Total contributions received or receivable from participants	2015-12-31	$200
Other income received	2015-12-31	$-251,210
Net income (gross income less expenses)	2015-12-31	$-765,842
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,602,782
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,368,624
Assets. Value of participant loans	2015-12-31	$6,943
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$40,900
Total contributions received or receivable from employer(s)	2015-12-31	$145,663
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11,487
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$17,632
Total plan liabilities at beginning of year	2014-12-31	$9,269
Total income from all sources	2014-12-31	$615,163
Expenses. Total of all expenses incurred	2014-12-31	$97,897
Benefits paid (including direct rollovers)	2014-12-31	$87,280
Total plan assets at end of year	2014-12-31	$8,386,256
Total plan assets at beginning of year	2014-12-31	$7,860,627
Value of fidelity bond covering the plan	2014-12-31	$750,000
Other income received	2014-12-31	$500,163
Net income (gross income less expenses)	2014-12-31	$517,266
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,368,624
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,851,358
Assets. Value of participant loans	2014-12-31	$2,452
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$62,124
Total contributions received or receivable from employer(s)	2014-12-31	$115,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$10,617
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$9,269
Total plan liabilities at beginning of year	2013-12-31	$8,296
Total income from all sources	2013-12-31	$1,683,979
Expenses. Total of all expenses incurred	2013-12-31	$67,806
Benefits paid (including direct rollovers)	2013-12-31	$64,041
Total plan assets at end of year	2013-12-31	$7,860,627
Total plan assets at beginning of year	2013-12-31	$6,243,481
Value of fidelity bond covering the plan	2013-12-31	$750,000
Total contributions received or receivable from participants	2013-12-31	$56,000
Other income received	2013-12-31	$1,483,279
Net income (gross income less expenses)	2013-12-31	$1,616,173
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,851,358
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,235,185
Assets. Value of participant loans	2013-12-31	$14,190
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$61,979
Total contributions received or receivable from employer(s)	2013-12-31	$144,700
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,765
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$8,296
Total plan liabilities at beginning of year	2012-12-31	$4,521
Total income from all sources	2012-12-31	$676,601
Expenses. Total of all expenses incurred	2012-12-31	$56,477
Benefits paid (including direct rollovers)	2012-12-31	$54,774
Total plan assets at end of year	2012-12-31	$6,243,481
Total plan assets at beginning of year	2012-12-31	$5,619,582
Value of fidelity bond covering the plan	2012-12-31	$750,000
Other income received	2012-12-31	$531,629
Net income (gross income less expenses)	2012-12-31	$620,124
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,235,185
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,615,061
Assets. Value of participant loans	2012-12-31	$22,455
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$69,191
Total contributions received or receivable from employer(s)	2012-12-31	$144,972
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,703
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$4,521
Total plan liabilities at beginning of year	2011-12-31	$2,496
Total income from all sources	2011-12-31	$74,302
Expenses. Total of all expenses incurred	2011-12-31	$54,336
Benefits paid (including direct rollovers)	2011-12-31	$53,311
Total plan assets at end of year	2011-12-31	$5,619,582
Total plan assets at beginning of year	2011-12-31	$5,597,591
Value of fidelity bond covering the plan	2011-12-31	$750,000
Other income received	2011-12-31	$-50,938
Net income (gross income less expenses)	2011-12-31	$19,966
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,615,061
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,595,095
Assets. Value of participant loans	2011-12-31	$32,389
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$91,737
Total contributions received or receivable from employer(s)	2011-12-31	$125,240
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,025
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$2,496
Total plan liabilities at beginning of year	2010-12-31	$20,921
Total income from all sources	2010-12-31	$759,724
Expenses. Total of all expenses incurred	2010-12-31	$88,725
Benefits paid (including direct rollovers)	2010-12-31	$87,799
Total plan assets at end of year	2010-12-31	$5,597,591
Total plan assets at beginning of year	2010-12-31	$4,945,017
Value of fidelity bond covering the plan	2010-12-31	$750,000
Total contributions received or receivable from participants	2010-12-31	$22,000
Contributions received from other sources (not participants or employers)	2010-12-31	$13,080
Other income received	2010-12-31	$604,644
Net income (gross income less expenses)	2010-12-31	$670,999
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,595,095
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,924,096
Assets. Value of participant loans	2010-12-31	$41,909
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$108,956
Total contributions received or receivable from employer(s)	2010-12-31	$120,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$926
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN

2023: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VF51725250

Policy instance

Insurance contract or identification number	VF51725250
Number of Individuals Covered	1
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

NATIONWIDE (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-6054024

Policy instance

Insurance contract or identification number	01-6054024
Number of Individuals Covered	1
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VF51725250

Policy instance

Insurance contract or identification number	VF51725250
Number of Individuals Covered	1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

NATIONWIDE (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-6054024

Policy instance

Insurance contract or identification number	01-6054024
Number of Individuals Covered	1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VF51725250

Policy instance

NATIONWIDE (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-6054024

Policy instance

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VF51725250

Policy instance

NATIONWIDE (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-6054024

Policy instance

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VF51725250

Policy instance

NATIONWIDE (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-6054024

Policy instance

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VF51725250

Policy instance

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-6054024

Policy instance

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Company Name:	HOF & REID, L.L.C.
Employer identification number (EIN):	231741194
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers