401k Plan data: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN plan

CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN
Plan identification number	001

CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE CHARTWELL LAW OFFICES, LLP has sponsored the creation of one or more 401k plans.

Company Name: THE CHARTWELL LAW OFFICES, LLP

Employer identification number (EIN): 260019118

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 THOMAS STROHMETZ
001 2016-01-01 THOMAS STROHMETZ
001 2015-01-01 THOMAS STROHMETZ
001 2015-01-01
001 2014-01-01 THOMAS STROHMETZ
001 2013-01-01 THOMAS STROHMETZ 2014-07-25
001 2012-01-01 THOMAS STROHMETZ 2013-10-08
001 2011-01-01 THOMAS STROHMETZ 2012-07-06
001 2010-01-01 THOMAS STROHMETZ 2011-07-29

Plan Statistics for CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN

401k plan membership statisitcs for CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN

Measure Date Value
2022: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 316
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 383
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 75
Total of all active and inactive participants 2022-01-01 458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 458
Number of participants with account balances 2022-01-01 432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 289
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 263
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 45
Total of all active and inactive participants 2021-01-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 309
Number of participants with account balances 2021-01-01 287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 245
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 32
Total of all active and inactive participants 2020-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 277
Number of participants with account balances 2020-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 206
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 30
Total of all active and inactive participants 2019-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 236
Number of participants with account balances 2019-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 174
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 40
Total of all active and inactive participants 2018-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 214
Number of participants with account balances 2018-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 167
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 26
Total of all active and inactive participants 2017-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 193
Number of participants with account balances 2017-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 154
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 27
Total of all active and inactive participants 2016-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 181
Number of participants with account balances 2016-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 134
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 48
Total of all active and inactive participants 2015-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 182
Number of participants with account balances 2015-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 118
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 17
Total of all active and inactive participants 2014-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 135
Number of participants with account balances 2014-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	316
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	383
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	75
Total of all active and inactive participants	2022-01-01	458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	458
Number of participants with account balances	2022-01-01	432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	289
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	263
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	45
Total of all active and inactive participants	2021-01-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	309
Number of participants with account balances	2021-01-01	287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	245
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	32
Total of all active and inactive participants	2020-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	277
Number of participants with account balances	2020-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	206
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	30
Total of all active and inactive participants	2019-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	236
Number of participants with account balances	2019-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	174
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	40
Total of all active and inactive participants	2018-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	214
Number of participants with account balances	2018-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	167
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	26
Total of all active and inactive participants	2017-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	193
Number of participants with account balances	2017-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	154
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	27
Total of all active and inactive participants	2016-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	181
Number of participants with account balances	2016-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	134
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	48
Total of all active and inactive participants	2015-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	182
Number of participants with account balances	2015-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	118
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	17
Total of all active and inactive participants	2014-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	135
Number of participants with account balances	2014-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN

Measure	Date	Value
2022 : CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-734,233
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,118,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,950,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,753,245
Value of total assets at end of year	2022-12-31	$31,754,342
Value of total assets at beginning of year	2022-12-31	$34,607,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$168,162
Total interest from all sources	2022-12-31	$24,239
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$2,462,290
Participant contributions at end of year	2022-12-31	$519,987
Participant contributions at beginning of year	2022-12-31	$361,199
Participant contributions at end of year	2022-12-31	$27
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$426,931
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	$-2,853,106
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$31,754,342
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$34,607,448
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	$78,271
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$29,957,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$33,436,684
Interest on participant loans	2022-12-31	$24,239
Value of interest in common/collective trusts at end of year	2022-12-31	$674,671
Value of interest in common/collective trusts at beginning of year	2022-12-31	$404,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,518,823
Net investment gain or loss from common/collective trusts	2022-12-31	$7,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,864,024
Employer contributions (assets) at end of year	2022-12-31	$601,686
Employer contributions (assets) at beginning of year	2022-12-31	$404,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,950,711
Contract administrator fees	2022-12-31	$89,891
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	STAMBAUGH NESS, INC.
Accountancy firm EIN	2022-12-31	232846715
2021 : CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$8,202,605
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$658,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$482,258
Value of total corrective distributions	2021-12-31	$1,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,617,056
Value of total assets at end of year	2021-12-31	$34,607,448
Value of total assets at beginning of year	2021-12-31	$27,063,538
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$175,335
Total interest from all sources	2021-12-31	$19,865
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$1,883,077
Participant contributions at end of year	2021-12-31	$361,199
Participant contributions at beginning of year	2021-12-31	$312,168
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$225,301
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	$7,543,910
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$34,607,448
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$27,063,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$33,841,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$26,344,852
Interest on participant loans	2021-12-31	$19,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,565,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,508,678
Employer contributions (assets) at end of year	2021-12-31	$404,849
Employer contributions (assets) at beginning of year	2021-12-31	$406,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$482,258
Contract administrator fees	2021-12-31	$175,335
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	STAMBAUGH NESS, INC.
Accountancy firm EIN	2021-12-31	232846715
2020 : CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$7,132,543
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,434,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,308,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,483,325
Value of total assets at end of year	2020-12-31	$27,063,538
Value of total assets at beginning of year	2020-12-31	$21,365,702
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$125,819
Total interest from all sources	2020-12-31	$18,805
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
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	$1,687,677
Participant contributions at end of year	2020-12-31	$312,168
Participant contributions at beginning of year	2020-12-31	$318,322
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$3,300
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$414,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
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	$5,697,836
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$27,063,538
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$21,365,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$26,344,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$20,820,353
Interest on participant loans	2020-12-31	$18,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,630,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,381,193
Employer contributions (assets) at end of year	2020-12-31	$406,518
Employer contributions (assets) at beginning of year	2020-12-31	$223,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,308,888
Contract administrator fees	2020-12-31	$125,819
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	Unqualified
Accountancy firm name	2020-12-31	STAMBAUGH NESS, INC.
Accountancy firm EIN	2020-12-31	232846715
2019 : CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,508,966
Total income from all sources (including contributions)	2019-12-31	$6,508,966
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$629,272
Total of all expenses incurred	2019-12-31	$629,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$520,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$520,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,645,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,645,756
Value of total assets at end of year	2019-12-31	$21,365,702
Value of total assets at end of year	2019-12-31	$21,365,702
Value of total assets at beginning of year	2019-12-31	$15,486,008
Value of total assets at beginning of year	2019-12-31	$15,486,008
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$108,709
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$108,709
Total interest from all sources	2019-12-31	$16,765
Total interest from all sources	2019-12-31	$16,765
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,334,165
Contributions received from participants	2019-12-31	$1,334,165
Participant contributions at end of year	2019-12-31	$318,322
Participant contributions at end of year	2019-12-31	$318,322
Participant contributions at beginning of year	2019-12-31	$240,260
Participant contributions at beginning of year	2019-12-31	$240,260
Participant contributions at end of year	2019-12-31	$3,300
Participant contributions at end of year	2019-12-31	$3,300
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$342,102
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$342,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,879,694
Value of net income/loss	2019-12-31	$5,879,694
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,365,702
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,365,702
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,486,008
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,486,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$20,820,353
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$20,820,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,986,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,986,093
Interest on participant loans	2019-12-31	$16,765
Interest on participant loans	2019-12-31	$16,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,846,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,846,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$969,489
Contributions received in cash from employer	2019-12-31	$969,489
Employer contributions (assets) at end of year	2019-12-31	$223,727
Employer contributions (assets) at end of year	2019-12-31	$223,727
Employer contributions (assets) at beginning of year	2019-12-31	$259,655
Employer contributions (assets) at beginning of year	2019-12-31	$259,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$520,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$520,563
Contract administrator fees	2019-12-31	$108,709
Contract administrator fees	2019-12-31	$108,709
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	STAMBAUGH NESS, INC.
Accountancy firm name	2019-12-31	STAMBAUGH NESS, INC.
Accountancy firm EIN	2019-12-31	232846715
Accountancy firm EIN	2019-12-31	232846715
2018 : CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,420,409
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,065,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$973,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,234,926
Value of total assets at end of year	2018-12-31	$15,486,008
Value of total assets at beginning of year	2018-12-31	$15,131,079
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$92,458
Total interest from all sources	2018-12-31	$13,694
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
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	$1,163,453
Participant contributions at end of year	2018-12-31	$240,260
Participant contributions at beginning of year	2018-12-31	$276,966
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$153,451
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	$354,929
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$15,486,008
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,131,079
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	$14,986,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$14,621,001
Interest on participant loans	2018-12-31	$13,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-828,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$918,022
Employer contributions (assets) at end of year	2018-12-31	$259,655
Employer contributions (assets) at beginning of year	2018-12-31	$233,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$973,022
Contract administrator fees	2018-12-31	$92,458
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	STAMBAUGH NESS, INC.
Accountancy firm EIN	2018-12-31	232846715
2017 : CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-16,761
Total unrealized appreciation/depreciation of assets	2017-12-31	$-16,761
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	$4,036,622
Total loss/gain on sale of assets	2017-12-31	$21,397
Total of all expenses incurred	2017-12-31	$1,370,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,328,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,072,719
Value of total assets at end of year	2017-12-31	$15,131,079
Value of total assets at beginning of year	2017-12-31	$12,464,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$41,906
Total interest from all sources	2017-12-31	$12,598
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,052,641
Participant contributions at end of year	2017-12-31	$276,966
Participant contributions at beginning of year	2017-12-31	$228,077
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$194,119
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	$2,666,207
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,131,079
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,464,872
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
Investment advisory and management fees	2017-12-31	$1,673
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$14,621,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,699,010
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$31,974
Interest on participant loans	2017-12-31	$12,429
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	$63,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$63,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$8,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,944,431
Net investment gain/loss from pooled separate accounts	2017-12-31	$839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$825,959
Employer contributions (assets) at end of year	2017-12-31	$233,112
Employer contributions (assets) at beginning of year	2017-12-31	$269,906
Income. Dividends from common stock	2017-12-31	$1,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,328,509
Contract administrator fees	2017-12-31	$40,233
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$164,573
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
Aggregate proceeds on sale of assets	2017-12-31	$91,024
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$69,627
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	STAMBAUGH NESS, INC.
Accountancy firm EIN	2017-12-31	232846715
2016 : CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$-30,302
Total unrealized appreciation/depreciation of assets	2016-12-31	$-30,302
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	$2,844,178
Total loss/gain on sale of assets	2016-12-31	$94,104
Total of all expenses incurred	2016-12-31	$630,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$608,353
Value of total corrective distributions	2016-12-31	$204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,000,455
Value of total assets at end of year	2016-12-31	$12,464,872
Value of total assets at beginning of year	2016-12-31	$10,251,466
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,215
Total interest from all sources	2016-12-31	$11,683
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$12,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$927,410
Participant contributions at end of year	2016-12-31	$228,077
Participant contributions at beginning of year	2016-12-31	$239,270
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$8,500
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$256,470
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	$2,213,406
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,464,872
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,251,466
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
Investment advisory and management fees	2016-12-31	$17,031
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,699,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,740,781
Value of interest in pooled separate accounts at end of year	2016-12-31	$31,974
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$38,068
Interest on participant loans	2016-12-31	$11,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$63,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$37,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$37,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$8,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$754,696
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$816,575
Employer contributions (assets) at end of year	2016-12-31	$269,906
Employer contributions (assets) at beginning of year	2016-12-31	$1,165
Income. Dividends from common stock	2016-12-31	$12,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$608,353
Contract administrator fees	2016-12-31	$5,184
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$164,573
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$184,897
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
Aggregate proceeds on sale of assets	2016-12-31	$703,576
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$609,472
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	STAMBAUGH NESS
Accountancy firm EIN	2016-12-31	232846715
2015 : CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-11,132
Total unrealized appreciation/depreciation of assets	2015-12-31	$-11,132
Total transfer of assets to this plan	2015-12-31	$584,551
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,134,854
Total loss/gain on sale of assets	2015-12-31	$5,145
Total of all expenses incurred	2015-12-31	$476,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$447,520
Expenses. Certain deemed distributions of participant loans	2015-12-31	$11,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,323,999
Value of total assets at end of year	2015-12-31	$10,251,466
Value of total assets at beginning of year	2015-12-31	$9,008,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$17,928
Total interest from all sources	2015-12-31	$31,678
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$4,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$774,907
Participant contributions at end of year	2015-12-31	$239,270
Participant contributions at beginning of year	2015-12-31	$276,210
Participant contributions at end of year	2015-12-31	$8,500
Participant contributions at beginning of year	2015-12-31	$17,500
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$94,866
Administrative expenses (other) incurred	2015-12-31	$14
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	$657,971
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,251,466
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,008,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$5,185
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,740,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,481,695
Value of interest in pooled separate accounts at end of year	2015-12-31	$38,068
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$20,461
Interest on participant loans	2015-12-31	$12,373
Interest earned on other investments	2015-12-31	$12,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$37,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$12,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$12,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$7,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$128,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-210,532
Net investment gain/loss from pooled separate accounts	2015-12-31	$-8,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$454,226
Employer contributions (assets) at end of year	2015-12-31	$1,165
Employer contributions (assets) at beginning of year	2015-12-31	$8,622
Income. Dividends from common stock	2015-12-31	$4,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$447,520
Contract administrator fees	2015-12-31	$12,729
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$184,897
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$63,684
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
Aggregate proceeds on sale of assets	2015-12-31	$23,029
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$17,884
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	DEL PIZZO & ASSOCIATES, P.C.
Accountancy firm EIN	2015-12-31	232876586
2014 : CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$970
Total unrealized appreciation/depreciation of assets	2014-12-31	$970
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,619,338
Total loss/gain on sale of assets	2014-12-31	$5,201
Total of all expenses incurred	2014-12-31	$462,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$457,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,202,917
Value of total assets at end of year	2014-12-31	$9,008,944
Value of total assets at beginning of year	2014-12-31	$7,851,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,264
Total interest from all sources	2014-12-31	$13,661
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$707,590
Participant contributions at end of year	2014-12-31	$276,210
Participant contributions at beginning of year	2014-12-31	$297,740
Participant contributions at end of year	2014-12-31	$17,500
Participant contributions at beginning of year	2014-12-31	$11,292
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$83,541
Other income not declared elsewhere	2014-12-31	$5,455
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	$1,157,030
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,008,944
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,851,914
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	$8,481,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,326,286
Value of interest in pooled separate accounts at end of year	2014-12-31	$20,461
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$8,598
Interest on participant loans	2014-12-31	$13,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$12,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$10,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$10,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$128,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$134,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$389,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$411,786
Employer contributions (assets) at end of year	2014-12-31	$8,622
Employer contributions (assets) at beginning of year	2014-12-31	$2,635
Income. Dividends from common stock	2014-12-31	$1,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$457,044
Contract administrator fees	2014-12-31	$5,264
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$63,684
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$59,570
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
Aggregate proceeds on sale of assets	2014-12-31	$17,168
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$11,967
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	DEL PIZZO & ASSOCIATES, P.C.
Accountancy firm EIN	2014-12-31	232876586

Form 5500 Responses for CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN

2022: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING 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: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING 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: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
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: CHARTWELL LAW OFFICES, LLP 401K PROFIT SHARING 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

Insurance Providers Used on plan

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P94D3528906

Policy instance

Insurance contract or identification number	P94D3528906
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $20
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20
Insurance broker organization code?	4
Insurance broker name	WELLS FARGO ADVISORS, LLC

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

PFS8504

Policy instance

Insurance contract or identification number	PFS8504
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $418
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $418
Insurance broker organization code?	4
Insurance broker name	WELLS FARGO ADVISORS

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P94D3528906

Policy instance

Insurance contract or identification number	P94D3528906
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $973
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $973
Insurance broker organization code?	4
Insurance broker name	WELLS FARGO ADVISORS, LLC

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

PFS8504

Policy instance

Insurance contract or identification number	PFS8504
Number of Individuals Covered	2
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $793
Total amount of fees paid to insurance company	USD $134
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $793
Amount paid for insurance broker fees	134
Additional information about fees paid to insurance broker	AUM AND FIXED EXPENSE
Insurance broker organization code?	4
Insurance broker name	WELLS FARGO ADVISORS

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P94D3528906

Policy instance

Insurance contract or identification number	P94D3528906
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $13
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13
Insurance broker organization code?	4
Insurance broker name	WELLS FARGO ADVISORS, LLC

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

PFS8504

Policy instance

Insurance contract or identification number	PFS8504
Number of Individuals Covered	2
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $758
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $758
Insurance broker organization code?	4
Insurance broker name	WELLS FARGO ADVISORS

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Company Name:	THE CHARTWELL LAW OFFICES, LLP
Employer identification number (EIN):	260019118
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers