401k Plan data: SAXBST LLP 401(K) PLAN plan

SAXBST LLP 401(K) PLAN 401k Plan overview

Plan Name	SAXBST LLP 401(K) PLAN
Plan identification number	002

SAXBST LLP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

SAXBST LLP has sponsored the creation of one or more 401k plans.

Company Name: SAXBST LLP

Employer identification number (EIN): 464001827

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about SAXBST LLP

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0400624122

More information about SAXBST LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAXBST LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 RONALD L. GUZIOR RONALD L. GUZIOR 2017-10-18
002 2016-01-01 RONALD GUZIOR RONALD GUZIOR 2017-10-16
002 2015-01-01 RONALD GUZIOR RONALD GUZIOR 2016-10-14
002 2014-01-01 JOSEPH A TORANI JOSEPH A TORANI 2015-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01	RONALD L. GUZIOR	RONALD L. GUZIOR	2017-10-18
002	2016-01-01	RONALD GUZIOR	RONALD GUZIOR	2017-10-16
002	2015-01-01	RONALD GUZIOR	RONALD GUZIOR	2016-10-14
002	2014-01-01	JOSEPH A TORANI	JOSEPH A TORANI	2015-10-14

Plan Statistics for SAXBST LLP 401(K) PLAN

401k plan membership statisitcs for SAXBST LLP 401(K) PLAN

Measure Date Value
2017: SAXBST LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SAXBST LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 224
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 77
Total of all active and inactive participants 2016-01-01 301
Total participants 2016-01-01 301
Number of participants with account balances 2016-01-01 268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 15
2015: SAXBST LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 225
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 69
Total of all active and inactive participants 2015-01-01 294
Total participants 2015-01-01 294
Number of participants with account balances 2015-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13
2014: SAXBST LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 228
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 96
Total of all active and inactive participants 2014-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 324
Number of participants with account balances 2014-01-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 17

Measure	Date	Value
2017: SAXBST LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SAXBST LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	224
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	77
Total of all active and inactive participants	2016-01-01	301
Total participants	2016-01-01	301
Number of participants with account balances	2016-01-01	268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	15
2015: SAXBST LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	225
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	69
Total of all active and inactive participants	2015-01-01	294
Total participants	2015-01-01	294
Number of participants with account balances	2015-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13
2014: SAXBST LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	228
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	96
Total of all active and inactive participants	2014-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	324
Number of participants with account balances	2014-01-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	17

Financial Data on SAXBST LLP 401(K) PLAN

Measure	Date	Value
2017 : SAXBST LLP 401(K) PLAN 2017 401k financial data
Total transfer of assets from this plan	2017-06-22	$31,406,449
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-22	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-22	$12,305
Total income from all sources (including contributions)	2017-06-22	$429,278
Total loss/gain on sale of assets	2017-06-22	$173
Total of all expenses incurred	2017-06-22	$11,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-22	$11,883
Value of total assets at end of year	2017-06-22	$0
Value of total assets at beginning of year	2017-06-22	$31,001,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-22	$30
Total interest from all sources	2017-06-22	$362
Total dividends received (eg from common stock, registered investment company shares)	2017-06-22	$87
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-22	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-06-22	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-22	$87
Was this plan covered by a fidelity bond	2017-06-22	Yes
Value of fidelity bond cover	2017-06-22	$500,000
If this is an individual account plan, was there a blackout period	2017-06-22	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-22	No
Participant contributions at end of year	2017-06-22	$0
Participant contributions at beginning of year	2017-06-22	$210,241
Participant contributions at end of year	2017-06-22	$0
Participant contributions at beginning of year	2017-06-22	$62,682
Other income not declared elsewhere	2017-06-22	$702
Liabilities. Value of operating payables at end of year	2017-06-22	$0
Liabilities. Value of operating payables at beginning of year	2017-06-22	$778
Total non interest bearing cash at end of year	2017-06-22	$0
Total non interest bearing cash at beginning of year	2017-06-22	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-22	No
Value of net income/loss	2017-06-22	$417,365
Value of net assets at end of year (total assets less liabilities)	2017-06-22	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-06-22	$30,989,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-22	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-22	No
Were any leases to which the plan was party in default or uncollectible	2017-06-22	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-22	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-22	$27,189,778
Interest on participant loans	2017-06-22	$362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-22	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-22	$2,653,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-22	$2,653,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-22	$427,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-22	Yes
Was there a failure to transmit to the plan any participant contributions	2017-06-22	No
Has the plan failed to provide any benefit when due under the plan	2017-06-22	No
Employer contributions (assets) at end of year	2017-06-22	$0
Employer contributions (assets) at beginning of year	2017-06-22	$885,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-22	$11,883
Contract administrator fees	2017-06-22	$30
Liabilities. Value of benefit claims payable at end of year	2017-06-22	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-06-22	$11,527
Did the plan have assets held for investment	2017-06-22	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-22	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-22	Yes
Aggregate proceeds on sale of assets	2017-06-22	$16,774
Aggregate carrying amount (costs) on sale of assets	2017-06-22	$16,601
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-22	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-22	Disclaimer
Accountancy firm name	2017-06-22	FIRLEY MORAN FREER & EASSA CPA PC
Accountancy firm EIN	2017-06-22	161148763
2016 : SAXBST LLP 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$12,305
Total income from all sources (including contributions)	2016-12-31	$5,708,058
Total of all expenses incurred	2016-12-31	$1,358,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,331,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,686,249
Value of total assets at end of year	2016-12-31	$31,001,389
Value of total assets at beginning of year	2016-12-31	$26,639,793
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$27,722
Total interest from all sources	2016-12-31	$8,972
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$928,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$928,457
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,698,164
Participant contributions at end of year	2016-12-31	$210,241
Participant contributions at beginning of year	2016-12-31	$218,229
Participant contributions at end of year	2016-12-31	$62,682
Participant contributions at beginning of year	2016-12-31	$52,068
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$102,942
Liabilities. Value of operating payables at end of year	2016-12-31	$778
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,349,291
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$30,989,084
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$26,639,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$27,189,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$23,597,188
Interest on participant loans	2016-12-31	$8,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$2,653,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,904,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,904,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,084,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$885,143
Employer contributions (assets) at end of year	2016-12-31	$885,143
Employer contributions (assets) at beginning of year	2016-12-31	$867,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,331,045
Contract administrator fees	2016-12-31	$27,722
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$11,527
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	FIRLEY MORAN FREER & EASSA CPA PC
Accountancy firm EIN	2016-12-31	161148763
2015 : SAXBST LLP 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$2,065,942
Total loss/gain on sale of assets	2015-12-31	$814,170
Total of all expenses incurred	2015-12-31	$1,844,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,817,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,562,117
Value of total assets at end of year	2015-12-31	$26,639,793
Value of total assets at beginning of year	2015-12-31	$26,417,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$26,254
Total interest from all sources	2015-12-31	$10,181
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$878,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$878,784
Administrative expenses professional fees incurred	2015-12-31	$26,254
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,692,751
Participant contributions at end of year	2015-12-31	$218,229
Participant contributions at beginning of year	2015-12-31	$261,438
Participant contributions at end of year	2015-12-31	$52,068
Participant contributions at beginning of year	2015-12-31	$49,086
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$1,109
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$987
Total non interest bearing cash at end of year	2015-12-31	$281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$221,895
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$26,639,793
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$26,417,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$23,597,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$23,479,461
Income. Interest from loans (other than to participants)	2015-12-31	$10,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,904,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,852,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,852,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,200,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$867,988
Employer contributions (assets) at end of year	2015-12-31	$867,989
Employer contributions (assets) at beginning of year	2015-12-31	$774,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,817,793
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$7,447,651
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$6,633,481
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	FIRLEY MORAN FREER & EASSA CPA PC
Accountancy firm EIN	2015-12-31	161148763
2014 : SAXBST LLP 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$13,635,629
Total income from all sources (including contributions)	2014-12-31	$3,954,698
Total of all expenses incurred	2014-12-31	$3,545,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,510,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,059,834
Value of total assets at end of year	2014-12-31	$26,417,898
Value of total assets at beginning of year	2014-12-31	$12,372,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$34,959
Total interest from all sources	2014-12-31	$7,962
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$900,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$900,701
Administrative expenses professional fees incurred	2014-12-31	$5,750
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,593,319
Participant contributions at end of year	2014-12-31	$49,086
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$678,724
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$1,109
Assets. Loans (other than to participants) at end of year	2014-12-31	$261,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$409,444
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$26,417,898
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,372,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$5,421
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$23,479,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,461,518
Interest on participant loans	2014-12-31	$7,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,852,708
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$683,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$683,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-13,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$787,791
Employer contributions (assets) at end of year	2014-12-31	$774,096
Employer contributions (assets) at beginning of year	2014-12-31	$227,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,510,295
Contract administrator fees	2014-12-31	$23,788
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FIRLEY MORAN FREER & EASSA CPA PC
Accountancy firm EIN	2014-12-31	161148763

Form 5500 Responses for SAXBST LLP 401(K) PLAN

2017: SAXBST LLP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: SAXBST LLP 401(K) 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: SAXBST LLP 401(K) 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: SAXBST LLP 401(K) 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SAXBST LLP
Employer identification number (EIN):	464001827
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0400624122