401k Plan data: JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST plan

JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST
Plan identification number	001

JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

JOEL WASSERMAN ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOEL WASSERMAN ASSOCIATES, INC.

Employer identification number (EIN): 362798587

NAIC Classification: 423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JOEL WASSERMAN 2015-03-20 JOEL WASSERMAN 2015-03-20
001 2013-01-01 JOEL WASSERMAN 2014-07-21 JOEL WASSERMAN 2014-07-21
001 2012-01-01 JOEL WASSERMAN
001 2011-01-01 JOEL WASSERMAN
001 2010-01-01 JOEL WASSERMAN
001 2009-01-01 JOEL WASSERMAN
001 2009-01-01 JOEL WASSERMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	JOEL WASSERMAN	2015-03-20	JOEL WASSERMAN	2015-03-20
001	2013-01-01	JOEL WASSERMAN	2014-07-21	JOEL WASSERMAN	2014-07-21
001	2012-01-01	JOEL WASSERMAN
001	2011-01-01	JOEL WASSERMAN
001	2010-01-01	JOEL WASSERMAN
001	2009-01-01	JOEL WASSERMAN
001	2009-01-01	JOEL WASSERMAN

Plan Statistics for JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST

Measure Date Value
2012: JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2012: JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2012 : JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$38,617
Expenses. Total of all expenses incurred	2012-12-31	$24,921
Benefits paid (including direct rollovers)	2012-12-31	$24,921
Total plan assets at end of year	2012-12-31	$666,321
Total plan assets at beginning of year	2012-12-31	$652,625
Value of fidelity bond covering the plan	2012-12-31	$70,000
Other income received	2012-12-31	$38,617
Net income (gross income less expenses)	2012-12-31	$13,696
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$666,321
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$652,625
2011 : JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-6,572
Expenses. Total of all expenses incurred	2011-12-31	$31,441
Benefits paid (including direct rollovers)	2011-12-31	$31,441
Total plan assets at end of year	2011-12-31	$652,625
Total plan assets at beginning of year	2011-12-31	$690,638
Value of fidelity bond covering the plan	2011-12-31	$66,000
Other income received	2011-12-31	$-6,572
Net income (gross income less expenses)	2011-12-31	$-38,013
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$652,625
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$690,638
2010 : JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$78,347
Expenses. Total of all expenses incurred	2010-12-31	$35,228
Benefits paid (including direct rollovers)	2010-12-31	$35,228
Total plan assets at end of year	2010-12-31	$690,638
Total plan assets at beginning of year	2010-12-31	$647,519
Value of fidelity bond covering the plan	2010-12-31	$70,000
Other income received	2010-12-31	$78,347
Net income (gross income less expenses)	2010-12-31	$43,119
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$690,638
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$647,519

Form 5500 Responses for JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST

2012: JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOEL WASSERMAN ASSOCIATES, INC. AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

9333486

Policy instance

Insurance contract or identification number	9333486
Number of Individuals Covered	1
Insurance policy start date	2011-05-15
Insurance policy end date	2012-05-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	JOEL WASSERMAN ASSOCIATES, INC.
Employer identification number (EIN):	362798587
NAIC Classification:	423600