401k Plan data: L. FISHMAN & SON, INC. PROFIT SHARING PLAN plan

L. FISHMAN & SON, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	L. FISHMAN & SON, INC. PROFIT SHARING PLAN
Plan identification number	001

L. FISHMAN & SON, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

L. FISHMAN & SON, INC. has sponsored the creation of one or more 401k plans.

Company Name: L. FISHMAN & SON, INC.

Employer identification number (EIN): 520999493

NAIC Classification: 424990
NAIC Description: Other Miscellaneous Nondurable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L. FISHMAN & SON, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRADY SWEITZER
001 2016-01-01 BRADY SWEITZER
001 2015-01-01 BRADY SWEITZER
001 2014-01-01 BRADY SWEITZER
001 2013-01-01 BRADY SWEITZER
001 2012-01-01 BRADY SWEITZER
001 2012-01-01
001 2011-01-01 BRADY SWEITZER 2012-09-28
001 2010-01-01 BRADY SWEITZER 2011-09-28

Plan Statistics for L. FISHMAN & SON, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for L. FISHMAN & SON, INC. PROFIT SHARING PLAN

Measure Date Value
2022: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 246
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 32
Total of all active and inactive participants 2022-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 278
Number of participants with account balances 2022-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 21
2021: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 246
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 117
Total of all active and inactive participants 2021-01-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 364
Number of participants with account balances 2021-01-01 337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 16
2020: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 339
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 235
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 101
Total of all active and inactive participants 2020-01-01 336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 336
Number of participants with account balances 2020-01-01 318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 19
2019: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 249
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 90
Total of all active and inactive participants 2019-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 339
Number of participants with account balances 2019-01-01 316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 237
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 81
Total of all active and inactive participants 2018-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 318
Number of participants with account balances 2018-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 18
2017: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 214
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 64
Total of all active and inactive participants 2017-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 279
Number of participants with account balances 2017-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 17
2016: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 190
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 45
Total of all active and inactive participants 2016-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 236
Number of participants with account balances 2016-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 13
2015: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 179
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 38
Total of all active and inactive participants 2015-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 217
Number of participants with account balances 2015-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 152
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 30
Total of all active and inactive participants 2014-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 182
Number of participants with account balances 2014-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 149
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 170
Number of participants with account balances 2013-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 139
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 155
Number of participants with account balances 2012-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5

Measure	Date	Value
2022: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	246
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	32
Total of all active and inactive participants	2022-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	278
Number of participants with account balances	2022-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	21
2021: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	246
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	117
Total of all active and inactive participants	2021-01-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	364
Number of participants with account balances	2021-01-01	337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	16
2020: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	339
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	235
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	101
Total of all active and inactive participants	2020-01-01	336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	336
Number of participants with account balances	2020-01-01	318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	19
2019: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	249
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	90
Total of all active and inactive participants	2019-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	339
Number of participants with account balances	2019-01-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	237
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	81
Total of all active and inactive participants	2018-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	318
Number of participants with account balances	2018-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	18
2017: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	214
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	64
Total of all active and inactive participants	2017-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	279
Number of participants with account balances	2017-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	17
2016: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	190
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	45
Total of all active and inactive participants	2016-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	236
Number of participants with account balances	2016-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	13
2015: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	179
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	38
Total of all active and inactive participants	2015-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	217
Number of participants with account balances	2015-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	152
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	30
Total of all active and inactive participants	2014-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	182
Number of participants with account balances	2014-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	149
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	170
Number of participants with account balances	2013-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	139
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	155
Number of participants with account balances	2012-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5

Financial Data on L. FISHMAN & SON, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,175,590
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,536,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,473,987
Value of total corrective distributions	2022-12-31	$14,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,811,244
Value of total assets at end of year	2022-12-31	$14,004,981
Value of total assets at beginning of year	2022-12-31	$16,716,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$48,172
Total interest from all sources	2022-12-31	$11,895
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$4,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$4,714
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,143,561
Participant contributions at end of year	2022-12-31	$133,671
Participant contributions at beginning of year	2022-12-31	$121,210
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$151,998
Other income not declared elsewhere	2022-12-31	$2,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,711,773
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,004,981
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,716,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$600,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$16,565,649
Value of interest in pooled separate accounts at end of year	2022-12-31	$12,907,162
Interest on participant loans	2022-12-31	$6,080
Interest earned on other investments	2022-12-31	$5,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$29,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$29,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$363,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,198,458
Net investment gain/loss from pooled separate accounts	2022-12-31	$-807,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$515,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,473,987
Contract administrator fees	2022-12-31	$48,172
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	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GROSS MENDELSOHN & ASSOCIATES, P.A.
Accountancy firm EIN	2022-12-31	520982413
2021 : L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,351,985
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,049,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,008,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,438,948
Value of total assets at end of year	2021-12-31	$16,716,754
Value of total assets at beginning of year	2021-12-31	$14,414,661
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$41,469
Total interest from all sources	2021-12-31	$6,944
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,416,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,416,472
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$923,721
Participant contributions at end of year	2021-12-31	$121,210
Participant contributions at beginning of year	2021-12-31	$155,438
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$69,565
Administrative expenses (other) incurred	2021-12-31	$41,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,302,093
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,716,754
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,414,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$16,565,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,231,918
Income. Interest from loans (other than to participants)	2021-12-31	$6,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$29,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$27,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$27,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$489,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$445,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,008,423
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GROSS MENDELSOHN ASSOCIATES
Accountancy firm EIN	2021-12-31	520982413
2020 : L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,295,833
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$840,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$768,579
Value of total corrective distributions	2020-12-31	$40,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,313,284
Value of total assets at end of year	2020-12-31	$14,414,661
Value of total assets at beginning of year	2020-12-31	$11,959,801
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$32,231
Total interest from all sources	2020-12-31	$7,634
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$817,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$817,466
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$841,349
Participant contributions at end of year	2020-12-31	$155,438
Participant contributions at beginning of year	2020-12-31	$143,031
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$307,513
Administrative expenses (other) incurred	2020-12-31	$32,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,454,860
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,414,661
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,959,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,231,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,683,977
Interest on participant loans	2020-12-31	$7,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$27,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$132,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$132,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,157,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$164,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$768,579
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	GROSS MENDELSOHN ASSOCIATES
Accountancy firm EIN	2020-12-31	520982413
2019 : L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,500,790
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$274,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$258,227
Value of total corrective distributions	2019-12-31	$14,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,539,259
Value of total assets at end of year	2019-12-31	$11,959,801
Value of total assets at beginning of year	2019-12-31	$8,733,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,850
Total interest from all sources	2019-12-31	$9,631
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$592,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$592,845
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$879,236
Participant contributions at end of year	2019-12-31	$143,031
Participant contributions at beginning of year	2019-12-31	$164,603
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$213,458
Administrative expenses (other) incurred	2019-12-31	$1,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,226,270
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,959,801
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,733,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,683,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,454,131
Interest on participant loans	2019-12-31	$7,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$132,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$114,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$114,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,359,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$446,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$258,227
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GROSS MENDELSOHN ASSOCIATES
Accountancy firm EIN	2019-12-31	520982413
2018 : L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$747,948
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,374,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,364,264
Value of total corrective distributions	2018-12-31	$8,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,301,292
Value of total assets at end of year	2018-12-31	$8,733,531
Value of total assets at beginning of year	2018-12-31	$10,360,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,950
Total interest from all sources	2018-12-31	$10,024
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$700,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$700,794
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$794,360
Participant contributions at end of year	2018-12-31	$164,603
Participant contributions at beginning of year	2018-12-31	$182,389
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$107,045
Administrative expenses (other) incurred	2018-12-31	$1,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,626,759
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,733,531
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,360,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,454,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,095,159
Interest on participant loans	2018-12-31	$8,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$114,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$82,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$82,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,264,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$399,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,364,264
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GROSS MENDELSOHN ASSOCIATES
Accountancy firm EIN	2018-12-31	520982413
2017 : L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,440,585
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$122,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$117,829
Value of total corrective distributions	2017-12-31	$2,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,075,475
Value of total assets at end of year	2017-12-31	$10,360,290
Value of total assets at beginning of year	2017-12-31	$8,042,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,700
Total interest from all sources	2017-12-31	$7,607
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$437,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$437,461
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$714,652
Participant contributions at end of year	2017-12-31	$182,389
Participant contributions at beginning of year	2017-12-31	$135,072
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$6,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,318,239
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,360,290
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,042,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$1,700
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,095,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,841,282
Interest on participant loans	2017-12-31	$7,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$82,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$65,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$65,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$385
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$920,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$354,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$117,829
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GROSS MENDELSOHN ASSOCIATES
Accountancy firm EIN	2017-12-31	520982413
2016 : L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,461,242
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$955,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$941,501
Value of total corrective distributions	2016-12-31	$11,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$894,434
Value of total assets at end of year	2016-12-31	$8,042,051
Value of total assets at beginning of year	2016-12-31	$7,536,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,300
Total interest from all sources	2016-12-31	$3,918
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$295,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$295,047
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$556,974
Participant contributions at end of year	2016-12-31	$135,072
Participant contributions at beginning of year	2016-12-31	$73,110
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$39,276
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	$506,049
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,042,051
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,536,002
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
Investment advisory and management fees	2016-12-31	$2,300
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,841,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,409,518
Interest on participant loans	2016-12-31	$3,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$65,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$53,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$53,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$267,843
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	$298,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$941,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GROSS MENDELSOHN ASSOCIATES
Accountancy firm EIN	2016-12-31	520982413
2015 : L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$764,983
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$327,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$314,785
Value of total corrective distributions	2015-12-31	$10,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$788,154
Value of total assets at end of year	2015-12-31	$7,536,002
Value of total assets at beginning of year	2015-12-31	$7,098,266
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,600
Total interest from all sources	2015-12-31	$2,019
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$339,952
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	$339,952
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$482,773
Participant contributions at end of year	2015-12-31	$73,110
Participant contributions at beginning of year	2015-12-31	$38,424
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$28,061
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	$437,736
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,536,002
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,098,266
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
Investment advisory and management fees	2015-12-31	$1,600
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,409,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,035,087
Interest on participant loans	2015-12-31	$2,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$53,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$24,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$24,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-365,142
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	$277,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$314,785
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GROSS MENDELSOHN ASSOCIATES
Accountancy firm EIN	2015-12-31	520982413
2014 : L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,268,161
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$499,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$483,008
Value of total corrective distributions	2014-12-31	$15,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$909,660
Value of total assets at end of year	2014-12-31	$7,098,266
Value of total assets at beginning of year	2014-12-31	$6,329,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$950
Total interest from all sources	2014-12-31	$1,912
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$277,438
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	$277,438
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$434,015
Participant contributions at end of year	2014-12-31	$38,424
Participant contributions at beginning of year	2014-12-31	$54,113
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$226,419
Administrative expenses (other) incurred	2014-12-31	$950
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	$769,002
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,098,266
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,329,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,035,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,261,887
Interest on participant loans	2014-12-31	$1,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$24,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$13,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$13,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$79,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$249,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$483,008
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	GROSS MENDELSOHN ASSOCIATES
Accountancy firm EIN	2014-12-31	520982413
2013 : L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,455,564
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$448,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$415,516
Value of total corrective distributions	2013-12-31	$31,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$609,230
Value of total assets at end of year	2013-12-31	$6,329,264
Value of total assets at beginning of year	2013-12-31	$5,322,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,300
Total interest from all sources	2013-12-31	$1,969
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$191,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$191,761
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$390,702
Participant contributions at end of year	2013-12-31	$54,113
Participant contributions at beginning of year	2013-12-31	$44,014
Administrative expenses (other) incurred	2013-12-31	$1,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,007,111
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,329,264
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,322,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,261,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,276,163
Interest on participant loans	2013-12-31	$1,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$13,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$652,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$218,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$415,516
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GROSS MENDELSOHN ASSOCIATES
Accountancy firm EIN	2013-12-31	520982413
2012 : L. FISHMAN & SON, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,791,019
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$100,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$99,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,238,373
Value of total assets at end of year	2012-12-31	$5,322,153
Value of total assets at beginning of year	2012-12-31	$3,631,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,600
Total interest from all sources	2012-12-31	$1,586
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$117,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$117,836
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$349,102
Participant contributions at end of year	2012-12-31	$44,014
Participant contributions at beginning of year	2012-12-31	$15,934
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$623,527
Administrative expenses (other) incurred	2012-12-31	$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,690,221
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,322,153
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,631,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,276,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,614,425
Interest on participant loans	2012-12-31	$1,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$433,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$265,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$99,198
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GROSS MENDELSOHN ASSOCIATES
Accountancy firm EIN	2012-12-31	520982413

Form 5500 Responses for L. FISHMAN & SON, INC. PROFIT SHARING PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

473677

Policy instance

Insurance contract or identification number	473677
Number of Individuals Covered	278
Insurance policy start date	2022-06-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	278
Insurance policy start date	2022-06-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	L. FISHMAN & SON, INC.
Employer identification number (EIN):	520999493
NAIC Classification:	424990
NAIC Description:	Other Miscellaneous Nondurable Goods Merchant Wholesalers