401k Plan data: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N plan

QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 401k Plan overview

Plan Name	QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N
Plan identification number	001

QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

QUERREY & HARROW, LTD has sponsored the creation of one or more 401k plans.

Company Name: QUERREY & HARROW, LTD

Employer identification number (EIN): 362777440

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-09-01 WENDY CONLON 2023-05-15 WENDY CONLON 2023-05-15
001 2020-09-01 WENDY CONLON 2022-03-11 WENDY CONLON 2022-03-11
001 2019-09-01 WENDY CONLON 2021-06-01 WENDY CONLON 2021-06-01
001 2018-09-01 WENDY CONLON 2020-06-05 WENDY CONLON 2020-06-05
001 2017-09-01 WENDY CONLON 2019-06-10 WENDY CONLON 2019-06-10
001 2016-09-01 WENDY CONLON 2018-06-13 WENDY CONLON 2018-06-13
001 2015-09-01 WENDY CONLON
001 2014-09-01 WENDY CONLON
001 2013-09-01 WENDY CONLON
001 2012-09-01 WENDY CONLON
001 2011-09-01 JOHN B. REGAN
001 2010-09-01 JOHN B. REGAN JOHN B. REGAN 2012-06-12
001 2009-09-01 JOHN REGAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-09-01	WENDY CONLON	2023-05-15	WENDY CONLON	2023-05-15
001	2020-09-01	WENDY CONLON	2022-03-11	WENDY CONLON	2022-03-11
001	2019-09-01	WENDY CONLON	2021-06-01	WENDY CONLON	2021-06-01
001	2018-09-01	WENDY CONLON	2020-06-05	WENDY CONLON	2020-06-05
001	2017-09-01	WENDY CONLON	2019-06-10	WENDY CONLON	2019-06-10
001	2016-09-01	WENDY CONLON	2018-06-13	WENDY CONLON	2018-06-13
001	2015-09-01	WENDY CONLON
001	2014-09-01	WENDY CONLON
001	2013-09-01	WENDY CONLON
001	2012-09-01	WENDY CONLON
001	2011-09-01	JOHN B. REGAN
001	2010-09-01	JOHN B. REGAN		JOHN B. REGAN	2012-06-12
001	2009-09-01	JOHN REGAN

Plan Statistics for QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N

401k plan membership statisitcs for QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N

Measure Date Value
2015: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2015 401k membership
Total participants, beginning-of-year 2015-09-01 106
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 48
Number of retired or separated participants receiving benefits 2015-09-01 3
Number of other retired or separated participants entitled to future benefits 2015-09-01 37
Total of all active and inactive participants 2015-09-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 88
Number of participants with account balances 2015-09-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2014 401k membership
Total participants, beginning-of-year 2014-09-01 118
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 50
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 55
Total of all active and inactive participants 2014-09-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 105
Number of participants with account balances 2014-09-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2013 401k membership
Total participants, beginning-of-year 2013-09-01 133
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 55
Number of retired or separated participants receiving benefits 2013-09-01 7
Number of other retired or separated participants entitled to future benefits 2013-09-01 56
Total of all active and inactive participants 2013-09-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 118
Number of participants with account balances 2013-09-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2012 401k membership
Total participants, beginning-of-year 2012-09-01 150
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 59
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 74
Total of all active and inactive participants 2012-09-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 133
Number of participants with account balances 2012-09-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2011 401k membership
Total participants, beginning-of-year 2011-09-01 186
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 67
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 83
Total of all active and inactive participants 2011-09-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 150
Number of participants with account balances 2011-09-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2010: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2010 401k membership
Total participants, beginning-of-year 2010-09-01 188
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 117
Number of retired or separated participants receiving benefits 2010-09-01 0
Number of other retired or separated participants entitled to future benefits 2010-09-01 69
Total of all active and inactive participants 2010-09-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 0
Total participants 2010-09-01 186
Number of participants with account balances 2010-09-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 0
2009: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2009 401k membership
Total participants, beginning-of-year 2009-09-01 192
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 126
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 61
Total of all active and inactive participants 2009-09-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 187
Number of participants with account balances 2009-09-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2015: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2015 401k membership
Total participants, beginning-of-year	2015-09-01	106
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	48
Number of retired or separated participants receiving benefits	2015-09-01	3
Number of other retired or separated participants entitled to future benefits	2015-09-01	37
Total of all active and inactive participants	2015-09-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	88
Number of participants with account balances	2015-09-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2014 401k membership
Total participants, beginning-of-year	2014-09-01	118
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	50
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	55
Total of all active and inactive participants	2014-09-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	105
Number of participants with account balances	2014-09-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2013 401k membership
Total participants, beginning-of-year	2013-09-01	133
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	55
Number of retired or separated participants receiving benefits	2013-09-01	7
Number of other retired or separated participants entitled to future benefits	2013-09-01	56
Total of all active and inactive participants	2013-09-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	118
Number of participants with account balances	2013-09-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2012 401k membership
Total participants, beginning-of-year	2012-09-01	150
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	59
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	74
Total of all active and inactive participants	2012-09-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	133
Number of participants with account balances	2012-09-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2011 401k membership
Total participants, beginning-of-year	2011-09-01	186
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	67
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	83
Total of all active and inactive participants	2011-09-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	150
Number of participants with account balances	2011-09-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2010: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2010 401k membership
Total participants, beginning-of-year	2010-09-01	188
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	117
Number of retired or separated participants receiving benefits	2010-09-01	0
Number of other retired or separated participants entitled to future benefits	2010-09-01	69
Total of all active and inactive participants	2010-09-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	0
Total participants	2010-09-01	186
Number of participants with account balances	2010-09-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	0
2009: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2009 401k membership
Total participants, beginning-of-year	2009-09-01	192
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	126
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	61
Total of all active and inactive participants	2009-09-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	187
Number of participants with account balances	2009-09-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N

Measure	Date	Value
2016 : QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total income from all sources (including contributions)	2016-08-31	$1,698,741
Total loss/gain on sale of assets	2016-08-31	$0
Total of all expenses incurred	2016-08-31	$1,851,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$1,836,630
Value of total corrective distributions	2016-08-31	$12,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$686,359
Value of total assets at end of year	2016-08-31	$19,786,242
Value of total assets at beginning of year	2016-08-31	$19,939,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$2,577
Total interest from all sources	2016-08-31	$1,520
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$850,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Contributions received from participants	2016-08-31	$298,623
Participant contributions at end of year	2016-08-31	$46,085
Participant contributions at beginning of year	2016-08-31	$29,906
Participant contributions at end of year	2016-08-31	$44,332
Participant contributions at beginning of year	2016-08-31	$40,586
Income. Received or receivable in cash from other sources (including rollovers)	2016-08-31	$105,458
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-08-31	$63
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-08-31	$161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$-152,908
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$19,786,242
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$19,939,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$14,204,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$14,323,899
Interest on participant loans	2016-08-31	$1,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-08-31	$5,213,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-08-31	$5,441,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$1,010,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Contributions received in cash from employer	2016-08-31	$282,278
Employer contributions (assets) at end of year	2016-08-31	$277,513
Employer contributions (assets) at beginning of year	2016-08-31	$102,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$1,836,630
Contract administrator fees	2016-08-31	$2,577
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	2016-08-31	No
Did the plan have assets held for investment	2016-08-31	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	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	MCGREAL & COMPANY PC
Accountancy firm EIN	2016-08-31	383745322
2015 : QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total income from all sources (including contributions)	2015-08-31	$236,665
Total loss/gain on sale of assets	2015-08-31	$0
Total of all expenses incurred	2015-08-31	$3,398,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$3,343,727
Expenses. Certain deemed distributions of participant loans	2015-08-31	$4,667
Value of total corrective distributions	2015-08-31	$46,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$418,671
Value of total assets at end of year	2015-08-31	$19,939,150
Value of total assets at beginning of year	2015-08-31	$23,100,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$3,135
Total interest from all sources	2015-08-31	$873
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$850,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Contributions received from participants	2015-08-31	$308,277
Participant contributions at end of year	2015-08-31	$29,906
Participant contributions at beginning of year	2015-08-31	$12,320
Participant contributions at end of year	2015-08-31	$40,586
Participant contributions at beginning of year	2015-08-31	$19,969
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-08-31	$161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-08-31	$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$-3,161,808
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$19,939,150
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$23,100,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$14,323,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$16,505,432
Interest on participant loans	2015-08-31	$873
Value of interest in common/collective trusts at beginning of year	2015-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-08-31	$5,441,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-08-31	$6,362,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-182,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Contributions received in cash from employer	2015-08-31	$110,394
Employer contributions (assets) at end of year	2015-08-31	$102,804
Employer contributions (assets) at beginning of year	2015-08-31	$200,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$3,343,727
Contract administrator fees	2015-08-31	$3,135
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	2015-08-31	No
Did the plan have assets held for investment	2015-08-31	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	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-08-31	Disclaimer
Accountancy firm name	2015-08-31	MCGREAL & COMPANY PC
Accountancy firm EIN	2015-08-31	383745322
2014 : QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total income from all sources (including contributions)	2014-08-31	$3,437,376
Total loss/gain on sale of assets	2014-08-31	$0
Total of all expenses incurred	2014-08-31	$3,279,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$3,279,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$640,372
Value of total assets at end of year	2014-08-31	$23,100,958
Value of total assets at beginning of year	2014-08-31	$22,943,423
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$287
Total interest from all sources	2014-08-31	$980
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Administrative expenses professional fees incurred	2014-08-31	$287
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$850,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Contributions received from participants	2014-08-31	$406,271
Participant contributions at end of year	2014-08-31	$12,320
Participant contributions at beginning of year	2014-08-31	$53,333
Participant contributions at end of year	2014-08-31	$19,969
Participant contributions at beginning of year	2014-08-31	$25,194
Income. Received or receivable in cash from other sources (including rollovers)	2014-08-31	$23,295
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-08-31	$19
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-08-31	$78
Other income not declared elsewhere	2014-08-31	$2,796,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$157,535
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$23,100,958
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$22,943,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$16,505,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$16,589,920
Interest on participant loans	2014-08-31	$980
Value of interest in common/collective trusts at end of year	2014-08-31	$0
Value of interest in common/collective trusts at beginning of year	2014-08-31	$5,918,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-08-31	$90
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-08-31	$90
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-08-31	$6,362,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Contributions received in cash from employer	2014-08-31	$210,806
Employer contributions (assets) at end of year	2014-08-31	$200,938
Employer contributions (assets) at beginning of year	2014-08-31	$356,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$3,279,554
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	2014-08-31	No
Did the plan have assets held for investment	2014-08-31	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	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-08-31	Disclaimer
Accountancy firm name	2014-08-31	MCGREAL & COMPANY PC
Accountancy firm EIN	2014-08-31	383745322
2013 : QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total income from all sources (including contributions)	2013-08-31	$2,530,316
Total loss/gain on sale of assets	2013-08-31	$0
Total of all expenses incurred	2013-08-31	$3,264,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$3,247,127
Value of total corrective distributions	2013-08-31	$17,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$801,410
Value of total assets at end of year	2013-08-31	$22,943,423
Value of total assets at beginning of year	2013-08-31	$23,677,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$0
Total interest from all sources	2013-08-31	$3,686
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$272,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-08-31	$272,225
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$850,000
If this is an individual account plan, was there a blackout period	2013-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Contributions received from participants	2013-08-31	$432,320
Participant contributions at end of year	2013-08-31	$53,333
Participant contributions at beginning of year	2013-08-31	$225,143
Participant contributions at end of year	2013-08-31	$25,194
Participant contributions at beginning of year	2013-08-31	$22,883
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-08-31	$78
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-08-31	$184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$-734,521
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$22,943,423
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$23,677,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$16,589,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$17,446,120
Interest on participant loans	2013-08-31	$3,686
Value of interest in common/collective trusts at end of year	2013-08-31	$5,918,062
Value of interest in common/collective trusts at beginning of year	2013-08-31	$5,982,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-08-31	$90
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-08-31	$220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-08-31	$220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$1,333,431
Net investment gain or loss from common/collective trusts	2013-08-31	$119,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Contributions received in cash from employer	2013-08-31	$369,090
Employer contributions (assets) at end of year	2013-08-31	$356,746
Employer contributions (assets) at beginning of year	2013-08-31	$623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$3,247,127
Did the plan have assets held for investment	2013-08-31	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	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-08-31	Disclaimer
Accountancy firm name	2013-08-31	MCGREAL & COMPANY P.C.
Accountancy firm EIN	2013-08-31	383745322
2012 : QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$0
Total income from all sources (including contributions)	2012-08-31	$2,068,206
Total loss/gain on sale of assets	2012-08-31	$0
Total of all expenses incurred	2012-08-31	$2,574,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$2,549,715
Value of total corrective distributions	2012-08-31	$24,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$577,156
Value of total assets at end of year	2012-08-31	$23,677,944
Value of total assets at beginning of year	2012-08-31	$24,184,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$8
Total interest from all sources	2012-08-31	$11,720
Total dividends received (eg from common stock, registered investment company shares)	2012-08-31	$287,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-08-31	$287,290
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$850,000
If this is an individual account plan, was there a blackout period	2012-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Contributions received from participants	2012-08-31	$560,318
Participant contributions at end of year	2012-08-31	$225,143
Participant contributions at beginning of year	2012-08-31	$344,946
Participant contributions at end of year	2012-08-31	$22,883
Participant contributions at beginning of year	2012-08-31	$27,265
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-08-31	$184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-08-31	$594
Administrative expenses (other) incurred	2012-08-31	$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$-506,206
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$23,677,944
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$24,184,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$17,446,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$16,803,753
Interest on participant loans	2012-08-31	$11,720
Value of interest in common/collective trusts at end of year	2012-08-31	$5,982,771
Value of interest in common/collective trusts at beginning of year	2012-08-31	$7,006,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-08-31	$220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-08-31	$715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-08-31	$715
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-08-31	$803,625
Net investment gain or loss from common/collective trusts	2012-08-31	$388,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Contributions received in cash from employer	2012-08-31	$16,838
Employer contributions (assets) at end of year	2012-08-31	$623
Employer contributions (assets) at beginning of year	2012-08-31	$840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$2,549,715
Contract administrator fees	2012-08-31	$0
Did the plan have assets held for investment	2012-08-31	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	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-08-31	Disclaimer
Accountancy firm name	2012-08-31	MCGREAL AND COMPANY P.C.
Accountancy firm EIN	2012-08-31	383745322
2011 : QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$0
Total income from all sources (including contributions)	2011-08-31	$3,128,996
Total loss/gain on sale of assets	2011-08-31	$0
Total of all expenses incurred	2011-08-31	$2,373,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$2,358,090
Value of total corrective distributions	2011-08-31	$14,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$749,279
Value of total assets at end of year	2011-08-31	$24,184,150
Value of total assets at beginning of year	2011-08-31	$23,428,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$746
Total interest from all sources	2011-08-31	$19,539
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$297,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-08-31	$297,168
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$850,000
If this is an individual account plan, was there a blackout period	2011-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Contributions received from participants	2011-08-31	$725,640
Participant contributions at end of year	2011-08-31	$344,946
Participant contributions at beginning of year	2011-08-31	$543,685
Participant contributions at end of year	2011-08-31	$27,265
Participant contributions at beginning of year	2011-08-31	$32,381
Income. Received or receivable in cash from other sources (including rollovers)	2011-08-31	$5,344
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-08-31	$594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-08-31	$1,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$755,233
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$24,184,150
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$23,428,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$16,803,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$15,464,127
Interest on participant loans	2011-08-31	$19,537
Value of interest in common/collective trusts at end of year	2011-08-31	$7,006,037
Value of interest in common/collective trusts at beginning of year	2011-08-31	$7,127,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-08-31	$715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-08-31	$44,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-08-31	$44,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-08-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$1,878,180
Net investment gain or loss from common/collective trusts	2011-08-31	$184,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Contributions received in cash from employer	2011-08-31	$18,295
Employer contributions (assets) at end of year	2011-08-31	$840
Employer contributions (assets) at beginning of year	2011-08-31	$216,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$2,358,090
Contract administrator fees	2011-08-31	$746
Did the plan have assets held for investment	2011-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-08-31	Disclaimer
Accountancy firm name	2011-08-31	MCGREAL & COMPANY P.C.
Accountancy firm EIN	2011-08-31	383745322
2010 : QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-08-31	$0

Form 5500 Responses for QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N

2015: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Insurance	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Submission has been amended	No
2010-09-01	This submission is the final filing	No
2010-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-09-01	Plan is a collectively bargained plan	No
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: QUERREY & HARROW, LTD SAVINGS & PROFIT SHARING PLA N 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	QUERREY & HARROW, LTD
Employer identification number (EIN):	362777440
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers