401k Plan data: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN plan

SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN
Plan identification number	001

SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

GREEN, STEEL & ALBRECHT, LLP. has sponsored the creation of one or more 401k plans.

Company Name: GREEN, STEEL & ALBRECHT, LLP.

Employer identification number (EIN): 330686130

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SCOTT ALBRECHT 2023-08-10
001 2021-01-01 WILLIAM STEEL 2022-08-27
001 2020-01-01 WILLIAM STEEL 2021-04-11
001 2019-01-01 WILLIAM STEEL 2020-08-29
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 WILLIAM STEEL
001 2013-01-01 WILLIAM STEEL
001 2012-01-01 WILLIAM STEEL
001 2011-01-01 WILLIAM STEEL
001 2010-01-01 WILLIAM STEEL
001 2009-01-01 WILLIAM STEEL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	SCOTT ALBRECHT	2023-08-10
001	2021-01-01	WILLIAM STEEL	2022-08-27
001	2020-01-01	WILLIAM STEEL	2021-04-11
001	2019-01-01	WILLIAM STEEL	2020-08-29
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	WILLIAM STEEL
001	2013-01-01	WILLIAM STEEL
001	2012-01-01	WILLIAM STEEL
001	2011-01-01	WILLIAM STEEL
001	2010-01-01	WILLIAM STEEL
001	2009-01-01	WILLIAM STEEL

Plan Statistics for SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 15
Number of participants with account balances 2022-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 13
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 4
Total of all active and inactive participants 2021-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 17
Number of participants with account balances 2021-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 14
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 9
Total of all active and inactive participants 2020-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 23
Number of participants with account balances 2020-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
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 10
Total of all active and inactive participants 2019-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 23
Number of participants with account balances 2019-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 16
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 7
Total of all active and inactive participants 2018-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 23
Number of participants with account balances 2018-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 15
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 7
Total of all active and inactive participants 2017-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 22
Number of participants with account balances 2017-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
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 7
Total of all active and inactive participants 2016-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 23
Number of participants with account balances 2016-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 18
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 26
Number of participants with account balances 2015-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 18
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 8
Total of all active and inactive participants 2014-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 26
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
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 12
Total of all active and inactive participants 2013-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 31
Number of participants with account balances 2013-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 23
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 7
Total of all active and inactive participants 2012-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 29
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 21
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 31
Number of participants with account balances 2010-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 35
Number of participants with account balances 2009-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	15
Number of participants with account balances	2022-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	13
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	4
Total of all active and inactive participants	2021-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	17
Number of participants with account balances	2021-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	14
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	9
Total of all active and inactive participants	2020-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	23
Number of participants with account balances	2020-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
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	10
Total of all active and inactive participants	2019-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	23
Number of participants with account balances	2019-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	16
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	7
Total of all active and inactive participants	2018-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	23
Number of participants with account balances	2018-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15
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	7
Total of all active and inactive participants	2017-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	22
Number of participants with account balances	2017-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
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	7
Total of all active and inactive participants	2016-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	23
Number of participants with account balances	2016-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	26
Number of participants with account balances	2015-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	18
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	8
Total of all active and inactive participants	2014-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	26
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
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	12
Total of all active and inactive participants	2013-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	31
Number of participants with account balances	2013-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	23
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	7
Total of all active and inactive participants	2012-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	29
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	21
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	31
Number of participants with account balances	2010-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	35
Number of participants with account balances	2009-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-311,853
Expenses. Total of all expenses incurred	2022-12-31	$119,699
Benefits paid (including direct rollovers)	2022-12-31	$102,797
Total plan assets at end of year	2022-12-31	$4,272,790
Total plan assets at beginning of year	2022-12-31	$4,704,342
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$172,147
Other income received	2022-12-31	$-599,745
Net income (gross income less expenses)	2022-12-31	$-431,552
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,272,790
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,704,342
Assets. Value of participant loans	2022-12-31	$32,239
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$151,000
Total contributions received or receivable from employer(s)	2022-12-31	$115,745
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$16,902
2021 : SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$787,478
Expenses. Total of all expenses incurred	2021-12-31	$580,635
Benefits paid (including direct rollovers)	2021-12-31	$562,561
Total plan assets at end of year	2021-12-31	$4,704,342
Total plan assets at beginning of year	2021-12-31	$4,497,499
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$156,160
Other income received	2021-12-31	$520,380
Net income (gross income less expenses)	2021-12-31	$206,843
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,704,342
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,497,499
Assets. Value of participant loans	2021-12-31	$49,235
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$151,000
Total contributions received or receivable from employer(s)	2021-12-31	$110,938
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$18,074
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$452,952
Expenses. Total of all expenses incurred	2020-12-31	$1,107,322
Benefits paid (including direct rollovers)	2020-12-31	$1,091,733
Total plan assets at end of year	2020-12-31	$4,497,499
Total plan assets at beginning of year	2020-12-31	$5,151,869
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$156,742
Expenses. Other expenses not covered elsewhere	2020-12-31	$15,589
Other income received	2020-12-31	$187,354
Net income (gross income less expenses)	2020-12-31	$-654,370
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,497,499
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,151,869
Assets. Value of participant loans	2020-12-31	$46,136
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$59,000
Total contributions received or receivable from employer(s)	2020-12-31	$108,856
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,169,886
Expenses. Total of all expenses incurred	2019-12-31	$296,509
Benefits paid (including direct rollovers)	2019-12-31	$280,552
Total plan assets at end of year	2019-12-31	$5,151,869
Total plan assets at beginning of year	2019-12-31	$4,278,492
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$181,176
Expenses. Other expenses not covered elsewhere	2019-12-31	$15,957
Other income received	2019-12-31	$872,316
Net income (gross income less expenses)	2019-12-31	$873,377
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,151,869
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,278,492
Assets. Value of participant loans	2019-12-31	$20,852
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$40,000
Total contributions received or receivable from employer(s)	2019-12-31	$116,394
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$5,233
Expenses. Total of all expenses incurred	2018-12-31	$795,057
Benefits paid (including direct rollovers)	2018-12-31	$777,265
Total plan assets at end of year	2018-12-31	$4,278,492
Total plan assets at beginning of year	2018-12-31	$5,068,316
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$139,856
Expenses. Other expenses not covered elsewhere	2018-12-31	$17,792
Other income received	2018-12-31	$-251,546
Net income (gross income less expenses)	2018-12-31	$-789,824
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,278,492
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,068,316
Assets. Value of participant loans	2018-12-31	$17,763
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$40,000
Total contributions received or receivable from employer(s)	2018-12-31	$116,923
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$967,495
Expenses. Total of all expenses incurred	2017-12-31	$630,701
Benefits paid (including direct rollovers)	2017-12-31	$635,513
Total plan assets at end of year	2017-12-31	$5,068,316
Total plan assets at beginning of year	2017-12-31	$4,731,522
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$114,446
Expenses. Other expenses not covered elsewhere	2017-12-31	$-4,812
Other income received	2017-12-31	$703,672
Net income (gross income less expenses)	2017-12-31	$336,794
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,068,316
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,731,522
Assets. Value of participant loans	2017-12-31	$38,388
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$40,000
Total contributions received or receivable from employer(s)	2017-12-31	$149,377
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$677,202
Expenses. Total of all expenses incurred	2016-12-31	$216,871
Benefits paid (including direct rollovers)	2016-12-31	$216,658
Total plan assets at end of year	2016-12-31	$4,731,522
Total plan assets at beginning of year	2016-12-31	$4,271,191
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$169,637
Expenses. Other expenses not covered elsewhere	2016-12-31	$213
Other income received	2016-12-31	$368,861
Net income (gross income less expenses)	2016-12-31	$460,331
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,731,522
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,271,191
Assets. Value of participant loans	2016-12-31	$57,656
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$40,000
Total contributions received or receivable from employer(s)	2016-12-31	$138,704
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$331,585
Expenses. Total of all expenses incurred	2015-12-31	$1,101,862
Benefits paid (including direct rollovers)	2015-12-31	$1,101,699
Total plan assets at end of year	2015-12-31	$4,271,191
Total plan assets at beginning of year	2015-12-31	$5,041,468
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$192,212
Expenses. Other expenses not covered elsewhere	2015-12-31	$163
Other income received	2015-12-31	$-2,769
Net income (gross income less expenses)	2015-12-31	$-770,277
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,271,191
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,041,468
Assets. Value of participant loans	2015-12-31	$50,876
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$40,000
Total contributions received or receivable from employer(s)	2015-12-31	$142,142
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$565,246
Expenses. Total of all expenses incurred	2014-12-31	$199,801
Benefits paid (including direct rollovers)	2014-12-31	$199,763
Total plan assets at end of year	2014-12-31	$5,041,468
Total plan assets at beginning of year	2014-12-31	$4,676,023
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$178,756
Other income received	2014-12-31	$274,791
Net income (gross income less expenses)	2014-12-31	$365,445
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,041,468
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,676,023
Assets. Value of participant loans	2014-12-31	$272
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$40,000
Total contributions received or receivable from employer(s)	2014-12-31	$111,699
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$38
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$969,052
Expenses. Total of all expenses incurred	2013-12-31	$33,313
Benefits paid (including direct rollovers)	2013-12-31	$33,275
Total plan assets at end of year	2013-12-31	$4,676,023
Total plan assets at beginning of year	2013-12-31	$3,740,284
Value of fidelity bond covering the plan	2013-12-31	$425,000
Total contributions received or receivable from participants	2013-12-31	$162,061
Expenses. Other expenses not covered elsewhere	2013-12-31	$38
Contributions received from other sources (not participants or employers)	2013-12-31	$57,532
Other income received	2013-12-31	$616,398
Net income (gross income less expenses)	2013-12-31	$935,739
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,676,023
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,740,284
Assets. Value of participant loans	2013-12-31	$4,118
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$40,000
Total contributions received or receivable from employer(s)	2013-12-31	$133,061
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$681,035
Expenses. Total of all expenses incurred	2012-12-31	$32,572
Benefits paid (including direct rollovers)	2012-12-31	$32,517
Total plan assets at end of year	2012-12-31	$3,740,284
Total plan assets at beginning of year	2012-12-31	$3,091,821
Value of fidelity bond covering the plan	2012-12-31	$425,000
Total contributions received or receivable from participants	2012-12-31	$171,221
Expenses. Other expenses not covered elsewhere	2012-12-31	$55
Other income received	2012-12-31	$371,360
Net income (gross income less expenses)	2012-12-31	$648,463
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,740,284
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,091,821
Assets. Value of participant loans	2012-12-31	$1,169
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$40,000
Total contributions received or receivable from employer(s)	2012-12-31	$138,454
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$64,335
Expenses. Total of all expenses incurred	2011-12-31	$100,401
Benefits paid (including direct rollovers)	2011-12-31	$100,353
Total plan assets at end of year	2011-12-31	$3,091,821
Total plan assets at beginning of year	2011-12-31	$3,127,887
Value of fidelity bond covering the plan	2011-12-31	$425,000
Total contributions received or receivable from participants	2011-12-31	$163,126
Expenses. Other expenses not covered elsewhere	2011-12-31	$48
Other income received	2011-12-31	$-233,261
Net income (gross income less expenses)	2011-12-31	$-36,066
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,091,821
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,127,887
Assets. Value of participant loans	2011-12-31	$7,010
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$40,000
Total contributions received or receivable from employer(s)	2011-12-31	$134,470
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$598,943
Expenses. Total of all expenses incurred	2010-12-31	$123,393
Benefits paid (including direct rollovers)	2010-12-31	$123,326
Total plan assets at end of year	2010-12-31	$3,127,887
Total plan assets at beginning of year	2010-12-31	$2,652,337
Value of fidelity bond covering the plan	2010-12-31	$425,000
Total contributions received or receivable from participants	2010-12-31	$152,971
Expenses. Other expenses not covered elsewhere	2010-12-31	$67
Other income received	2010-12-31	$304,511
Net income (gross income less expenses)	2010-12-31	$475,550
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,127,887
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,652,337
Assets. Value of participant loans	2010-12-31	$12,250
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$200,000
Total contributions received or receivable from employer(s)	2010-12-31	$141,461
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN

2022: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SAMUELS, GREEN & STEEL, LLP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-026713

Policy instance

Insurance contract or identification number	GA-026713
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $9,490
Total amount of fees paid to insurance company	USD $3,171
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,490
Amount paid for insurance broker fees	3171
Additional information about fees paid to insurance broker	MARKETING FEES
Insurance broker organization code?	3
Insurance broker name	EDWARD JONES INS AGY OF CA LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-026713

Policy instance

Insurance contract or identification number	GA-026713
Number of Individuals Covered	28
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $8,463
Total amount of fees paid to insurance company	USD $2,351
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-026713

Policy instance

Insurance contract or identification number	GA-026713
Number of Individuals Covered	31
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,884
Total amount of fees paid to insurance company	USD $1,783
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	GREEN, STEEL & ALBRECHT, LLP.
Employer identification number (EIN):	330686130
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers