401k Plan data: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN plan

BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 401k Plan overview

Plan Name	BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN
Plan identification number	002

BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

BENNETT BRICKLIN AND SALTZBURG LLC has sponsored the creation of one or more 401k plans.

Company Name: BENNETT BRICKLIN AND SALTZBURG LLC

Employer identification number (EIN): 270444519

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 WARREN SPERLING
002 2016-01-01 THERESA MEYER
002 2015-01-01 WARREN SPERLING
002 2014-01-01 WARREN F. SPERLING
002 2013-01-01 LOUIS E. BRICKLIN
002 2012-01-01 LOUIS E. BRICKLIN
002 2011-01-01 LOUIS BRICKLIN 2012-07-02
002 2010-01-01 LOUIS E. BRICKLIN 2011-07-05

Plan Statistics for BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN

401k plan membership statisitcs for BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN

Measure Date Value
2023: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 177
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 48
Total of all active and inactive participants 2023-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 225
Number of participants with account balances 2023-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 17
2022: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 173
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 46
Total of all active and inactive participants 2022-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 219
Number of participants with account balances 2022-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 16
2021: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 155
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 43
Total of all active and inactive participants 2021-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 198
Number of participants with account balances 2021-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 164
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 38
Total of all active and inactive participants 2020-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 202
Number of participants with account balances 2020-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 159
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 41
Total of all active and inactive participants 2019-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 200
Number of participants with account balances 2019-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 155
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 38
Total of all active and inactive participants 2018-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 193
Number of participants with account balances 2018-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 149
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 50
Total of all active and inactive participants 2017-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 199
Number of participants with account balances 2017-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 157
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 43
Total of all active and inactive participants 2016-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 200
Number of participants with account balances 2016-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 135
Number of other retired or separated participants entitled to future benefits 2015-01-01 28
Total of all active and inactive participants 2015-01-01 163
Total participants 2015-01-01 163
Number of participants with account balances 2015-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 130
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 3
Total of all active and inactive participants 2014-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 133
Number of participants with account balances 2014-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 124
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 15
Total of all active and inactive participants 2013-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 139
Number of participants with account balances 2013-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 116
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 11
Total of all active and inactive participants 2012-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 127
Number of participants with account balances 2012-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2023: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	177
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	48
Total of all active and inactive participants	2023-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	225
Number of participants with account balances	2023-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	17
2022: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	173
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	46
Total of all active and inactive participants	2022-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	219
Number of participants with account balances	2022-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	16
2021: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	155
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	43
Total of all active and inactive participants	2021-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	198
Number of participants with account balances	2021-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	164
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	38
Total of all active and inactive participants	2020-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	202
Number of participants with account balances	2020-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	159
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	41
Total of all active and inactive participants	2019-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	200
Number of participants with account balances	2019-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	155
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	38
Total of all active and inactive participants	2018-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	193
Number of participants with account balances	2018-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	149
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	50
Total of all active and inactive participants	2017-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	199
Number of participants with account balances	2017-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	157
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	43
Total of all active and inactive participants	2016-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	200
Number of participants with account balances	2016-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	135
Number of other retired or separated participants entitled to future benefits	2015-01-01	28
Total of all active and inactive participants	2015-01-01	163
Total participants	2015-01-01	163
Number of participants with account balances	2015-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	130
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	3
Total of all active and inactive participants	2014-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	133
Number of participants with account balances	2014-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	124
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	15
Total of all active and inactive participants	2013-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	139
Number of participants with account balances	2013-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	116
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	11
Total of all active and inactive participants	2012-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	127
Number of participants with account balances	2012-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN

Measure	Date	Value
2023 : BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$4,372,442
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,487,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,413,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,286,602
Value of total assets at end of year	2023-12-31	$22,387,354
Value of total assets at beginning of year	2023-12-31	$19,502,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$74,008
Total interest from all sources	2023-12-31	$10,382
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$472,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$472,647
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,165,876
Participant contributions at end of year	2023-12-31	$189,259
Participant contributions at beginning of year	2023-12-31	$189,776
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$35,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,884,557
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$22,387,354
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$19,502,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$41,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$20,626,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$16,849,115
Value of interest in pooled separate accounts at end of year	2023-12-31	$1,571,327
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$2,463,906
Interest on participant loans	2023-12-31	$10,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,535,464
Net investment gain/loss from pooled separate accounts	2023-12-31	$67,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$85,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,413,877
Contract administrator fees	2023-12-31	$32,258
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	FORVIS MAZARS, LLP
Accountancy firm EIN	2023-12-31	440160260
2022 : BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) 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	$-1,102,539
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$848,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$782,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,261,553
Value of total assets at end of year	2022-12-31	$19,502,797
Value of total assets at beginning of year	2022-12-31	$21,453,633
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$66,198
Total interest from all sources	2022-12-31	$9,317
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$351,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$351,051
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,078,390
Participant contributions at end of year	2022-12-31	$189,776
Participant contributions at beginning of year	2022-12-31	$208,311
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,097,079
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	$-1,950,836
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$19,502,797
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,453,633
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	$37,565
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,849,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$20,656,562
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,463,906
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$588,760
Interest on participant loans	2022-12-31	$9,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,758,087
Net investment gain/loss from pooled separate accounts	2022-12-31	$33,627
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	$86,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$782,099
Contract administrator fees	2022-12-31	$28,633
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MAZARS USA LLP
Accountancy firm EIN	2022-12-31	131459550
2021 : BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) 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	$4,469,990
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,798,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,722,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,997,517
Value of total assets at end of year	2021-12-31	$21,453,633
Value of total assets at beginning of year	2021-12-31	$20,782,317
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$75,859
Total interest from all sources	2021-12-31	$8,344
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$386,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$386,222
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$942,886
Participant contributions at end of year	2021-12-31	$208,311
Participant contributions at beginning of year	2021-12-31	$182,077
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$972,086
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	$671,316
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,453,633
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$20,782,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$42,299
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$20,656,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,040,105
Value of interest in pooled separate accounts at end of year	2021-12-31	$588,760
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$560,135
Interest on participant loans	2021-12-31	$8,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,066,925
Net investment gain/loss from pooled separate accounts	2021-12-31	$10,982
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	$82,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,722,815
Contract administrator fees	2021-12-31	$33,560
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MAZARS USA LLP
Accountancy firm EIN	2021-12-31	131459550
2020 : BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) 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	$3,851,318
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$709,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$638,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,159,663
Value of total assets at end of year	2020-12-31	$20,782,317
Value of total assets at beginning of year	2020-12-31	$17,640,523
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$70,879
Total interest from all sources	2020-12-31	$8,363
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$303,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$303,951
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$1,010,444
Participant contributions at end of year	2020-12-31	$182,077
Participant contributions at beginning of year	2020-12-31	$113,234
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$65,355
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	$3,141,794
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$20,782,317
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$17,640,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$39,887
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,040,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,338,989
Value of interest in pooled separate accounts at end of year	2020-12-31	$560,135
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$188,300
Interest on participant loans	2020-12-31	$8,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,374,915
Net investment gain/loss from pooled separate accounts	2020-12-31	$4,426
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	$83,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$638,645
Contract administrator fees	2020-12-31	$30,992
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	MAZARS USA LLP
Accountancy firm EIN	2020-12-31	131459550
2019 : BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,278,259
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,528,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,459,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,152,964
Value of total assets at end of year	2019-12-31	$17,640,523
Value of total assets at beginning of year	2019-12-31	$14,890,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$68,932
Total interest from all sources	2019-12-31	$8,355
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$393,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$393,828
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,001,896
Participant contributions at end of year	2019-12-31	$113,234
Participant contributions at beginning of year	2019-12-31	$170,491
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$64,618
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	$2,750,023
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,640,523
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,890,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$39,501
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,338,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,601,286
Value of interest in pooled separate accounts at end of year	2019-12-31	$188,300
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$118,723
Interest on participant loans	2019-12-31	$8,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,719,150
Net investment gain/loss from pooled separate accounts	2019-12-31	$3,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$86,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,459,304
Contract administrator fees	2019-12-31	$29,431
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MAZARS USA LLP
Accountancy firm EIN	2019-12-31	131459550
2018 : BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) 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	$362,074
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,100,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,035,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,240,067
Value of total assets at end of year	2018-12-31	$14,890,500
Value of total assets at beginning of year	2018-12-31	$15,629,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$65,548
Total interest from all sources	2018-12-31	$7,537
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$354,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$354,279
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$949,660
Participant contributions at end of year	2018-12-31	$170,491
Participant contributions at beginning of year	2018-12-31	$212,008
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$213,671
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	$-738,730
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,890,500
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,629,230
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
Investment advisory and management fees	2018-12-31	$38,893
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,601,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$15,366,123
Value of interest in pooled separate accounts at end of year	2018-12-31	$118,723
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$51,099
Interest on participant loans	2018-12-31	$7,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,241,703
Net investment gain/loss from pooled separate accounts	2018-12-31	$1,894
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	$76,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,035,256
Contract administrator fees	2018-12-31	$26,655
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MAZARS USA LLP
Accountancy firm EIN	2018-12-31	131459550
2017 : BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,353,323
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$647,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$614,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,036,734
Value of total assets at end of year	2017-12-31	$15,629,230
Value of total assets at beginning of year	2017-12-31	$12,923,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$32,742
Total interest from all sources	2017-12-31	$8,059
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$262,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$262,558
Administrative expenses professional fees incurred	2017-12-31	$680
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	Yes
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	$852,705
Participant contributions at end of year	2017-12-31	$212,008
Participant contributions at beginning of year	2017-12-31	$166,936
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$105,920
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	$2,705,624
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,629,230
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,923,606
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	$18,947
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$15,366,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$51,099
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$12,239,098
Interest on participant loans	2017-12-31	$8,059
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	$517,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$884,747
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,161,225
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	$78,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$614,957
Contract administrator fees	2017-12-31	$13,115
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MAZARS USA LLP
Accountancy firm EIN	2017-12-31	131459550
2016 : BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,926,856
Total of all expenses incurred	2016-12-31	$282,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$280,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,020,114
Value of total assets at end of year	2016-12-31	$12,923,606
Value of total assets at beginning of year	2016-12-31	$11,278,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,780
Total interest from all sources	2016-12-31	$7,746
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	$916,971
Participant contributions at end of year	2016-12-31	$166,936
Participant contributions at beginning of year	2016-12-31	$166,447
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$18,590
Administrative expenses (other) incurred	2016-12-31	$1,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,644,661
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,923,606
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,278,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$12,239,098
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$10,628,708
Interest on participant loans	2016-12-31	$7,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$517,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$483,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$5,997
Net investment gain/loss from pooled separate accounts	2016-12-31	$892,999
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	$84,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$280,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MAZARS USA LLP
Accountancy firm EIN	2016-12-31	131459550
2015 : BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$967,989
Total of all expenses incurred	2015-12-31	$325,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$323,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$972,342
Value of total assets at end of year	2015-12-31	$11,278,945
Value of total assets at beginning of year	2015-12-31	$10,636,778
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,840
Total interest from all sources	2015-12-31	$6,797
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	$775,079
Participant contributions at end of year	2015-12-31	$166,447
Participant contributions at beginning of year	2015-12-31	$152,029
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$128,347
Other income not declared elsewhere	2015-12-31	$6,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$642,167
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,278,945
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,636,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$10,628,708
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$10,091,658
Interest on participant loans	2015-12-31	$6,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$483,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$393,091
Net investment gain/loss from pooled separate accounts	2015-12-31	$-17,250
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	$68,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$323,982
Contract administrator fees	2015-12-31	$1,840
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WEISERMAZARS LLP
Accountancy firm EIN	2015-12-31	131459550
2014 : BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,577,299
Total of all expenses incurred	2014-12-31	$597,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$587,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$927,931
Value of total assets at end of year	2014-12-31	$10,636,778
Value of total assets at beginning of year	2014-12-31	$9,656,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,202
Total interest from all sources	2014-12-31	$5,342
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	$747,048
Participant contributions at end of year	2014-12-31	$152,029
Participant contributions at beginning of year	2014-12-31	$99,552
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$114,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$21,027
Other income not declared elsewhere	2014-12-31	$3,620
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	$980,110
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,636,778
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,656,668
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 pooled separate accounts at end of year	2014-12-31	$10,091,658
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$9,342,307
Interest on participant loans	2014-12-31	$5,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$393,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$193,782
Net investment gain/loss from pooled separate accounts	2014-12-31	$640,406
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	$66,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$587,987
Contract administrator fees	2014-12-31	$9,202
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WEISERMAZARS LLP
Accountancy firm EIN	2014-12-31	131459550
2013 : BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,678,756
Total of all expenses incurred	2013-12-31	$159,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$152,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$989,385
Value of total assets at end of year	2013-12-31	$9,656,668
Value of total assets at beginning of year	2013-12-31	$7,137,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,736
Total interest from all sources	2013-12-31	$7,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$695,286
Participant contributions at end of year	2013-12-31	$99,552
Participant contributions at beginning of year	2013-12-31	$92,915
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$232,925
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$21,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,518,821
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,656,668
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,137,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$9,342,307
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$6,790,836
Interest on participant loans	2013-12-31	$4,318
Interest earned on other investments	2013-12-31	$3,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$193,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$254,096
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,681,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$61,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$152,199
Contract administrator fees	2013-12-31	$7,736
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WEISERMAZARS LLP
Accountancy firm EIN	2013-12-31	131459550
2012 : BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,531,799
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$250,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$238,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$675,050
Value of total assets at end of year	2012-12-31	$7,137,847
Value of total assets at beginning of year	2012-12-31	$5,857,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$12,397
Total interest from all sources	2012-12-31	$9,111
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$596,679
Participant contributions at end of year	2012-12-31	$92,915
Participant contributions at beginning of year	2012-12-31	$95,495
Participant contributions at beginning of year	2012-12-31	$22,990
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$25,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,280,809
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,137,847
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,857,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$6,790,836
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$5,521,031
Interest on participant loans	2012-12-31	$4,661
Interest earned on other investments	2012-12-31	$4,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$254,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$217,124
Net investment gain/loss from pooled separate accounts	2012-12-31	$847,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$53,138
Employer contributions (assets) at beginning of year	2012-12-31	$398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$238,593
Contract administrator fees	2012-12-31	$12,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WEISERMAZARS LLP
Accountancy firm EIN	2012-12-31	131459550

Form 5500 Responses for BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN

2023: BENNETT, BRICKLIN & SALTZBURG, LLC 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 - Trust	Yes
2022: BENNETT, BRICKLIN & SALTZBURG, LLC 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 - Trust	Yes
2021: BENNETT, BRICKLIN & SALTZBURG, LLC 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 - Trust	Yes
2020: BENNETT, BRICKLIN & SALTZBURG, LLC 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 - Trust	Yes
2019: BENNETT, BRICKLIN & SALTZBURG, LLC 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 - Trust	Yes
2018: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BENNETT, BRICKLIN & SALTZBURG, LLC 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 - Trust	Yes
2016: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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: BENNETT, BRICKLIN & SALTZBURG, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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: BENNETT, BRICKLIN & SALTZBURG, LLC 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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	217
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	215
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	194
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	200
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	197
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	187
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	192
Insurance policy start date	2017-07-01
Insurance policy end date	2017-12-31
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

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

Policy contract number

995814-000

Policy instance

Insurance contract or identification number	995814-000
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-06-30
Total amount of commissions paid to insurance broker	USD $17,084
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,668
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3
Insurance broker name	AXA NETWORK LLC

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

Policy contract number

995814-000

Policy instance

Insurance contract or identification number	995814-000
Number of Individuals Covered	163
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $27,084
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $22,335
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES INC

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

Policy contract number

995814-000

Policy instance

Insurance contract or identification number	995814-000
Number of Individuals Covered	146
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $25,047
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,469
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES INC

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

Policy contract number

995814-000

Policy instance

Insurance contract or identification number	995814-000
Number of Individuals Covered	139
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $17,118
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $13,694
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES INC

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Company Name:	BENNETT BRICKLIN AND SALTZBURG LLC
Employer identification number (EIN):	270444519
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers