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CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 401k Plan overview

Plan NameCLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP
Plan identification number 003

CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.
  • 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

HARRY SAKELLARIS has sponsored the creation of one or more 401k plans.

Company Name:HARRY SAKELLARIS
Employer identification number (EIN):541139665
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01DARREN W. BENTLEY2023-08-16
0032021-01-01EDWARD F. HODGES, JR.2022-07-19
0032020-01-01HARRY P SAKELLARIS2021-05-18 HARRY P SAKELLARIS2021-05-18
0032019-01-01HARRY P SAKELLARIS2020-06-12 HARRY P SAKELLARIS2020-06-12
0032018-01-01HARRY P SAKELLARIS2019-07-01 HARRY P SAKELLARIS2019-07-01
0032017-01-01HARRY P SAKELLARIS2018-06-15 HARRY P SAKELLARIS2018-06-15
0032016-01-01HARRY P. SAKELLARIS2017-09-05
0032015-01-01HARRY SAKELLARIS2016-07-19
0032014-01-01HARRY SAKELLARIS HARRY SAKELLARIS2015-06-15
0032013-01-01HARRY SAKELLARIS HARRY SAKELLARIS2014-10-13
0032012-01-01MICHAEL MARTIN MICHAEL MARTIN2013-07-31
0032011-01-01HARRY SAKELLARIS
0032009-01-01HARRY P SAKELLARIS HARRY P SAKELLARIS2010-07-19

Plan Statistics for CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP

401k plan membership statisitcs for CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP

Measure Date Value
2014: CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2014 401k membership
Total participants, beginning-of-year2014-01-0132
Total number of active participants reported on line 7a of the Form 55002014-01-0119
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0136
Number of participants with account balances2014-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2013 401k membership
Total participants, beginning-of-year2013-01-0131
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0136
Number of participants with account balances2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2012 401k membership
Total participants, beginning-of-year2012-01-0135
Total number of active participants reported on line 7a of the Form 55002012-01-0122
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0134
Number of participants with account balances2012-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2011 401k membership
Total participants, beginning-of-year2011-01-0132
Total number of active participants reported on line 7a of the Form 55002011-01-0128
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0134
Number of participants with account balances2011-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2009 401k membership
Total participants, beginning-of-year2009-01-0136
Total number of active participants reported on line 7a of the Form 55002009-01-0129
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0135
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP

Measure Date Value
2014 : CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$488,853
Expenses. Total of all expenses incurred2014-12-31$176,337
Benefits paid (including direct rollovers)2014-12-31$176,337
Total plan assets at end of year2014-12-31$4,411,865
Total plan assets at beginning of year2014-12-31$4,099,349
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$87,162
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$254,233
Net income (gross income less expenses)2014-12-31$312,516
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,411,865
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,099,349
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$147,458
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$671,805
Expenses. Total of all expenses incurred2013-12-31$16,888
Benefits paid (including direct rollovers)2013-12-31$15,900
Total plan assets at end of year2013-12-31$4,099,349
Total plan assets at beginning of year2013-12-31$3,444,432
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$77,997
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$470,334
Net income (gross income less expenses)2013-12-31$654,917
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,099,349
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,444,432
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$123,474
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$988
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$553,423
Expenses. Total of all expenses incurred2012-12-31$16,178
Benefits paid (including direct rollovers)2012-12-31$16,178
Total plan assets at end of year2012-12-31$3,444,432
Total plan assets at beginning of year2012-12-31$2,907,187
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$74,548
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$312,702
Net income (gross income less expenses)2012-12-31$537,245
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,444,432
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,907,187
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$166,173
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$143,143
Expenses. Total of all expenses incurred2011-12-31$14,766
Benefits paid (including direct rollovers)2011-12-31$14,766
Total plan assets at end of year2011-12-31$2,907,187
Total plan assets at beginning of year2011-12-31$2,778,810
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$61,538
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-20,909
Net income (gross income less expenses)2011-12-31$128,377
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,907,187
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,778,810
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$102,514
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$374,395
Expenses. Total of all expenses incurred2010-12-31$55,851
Benefits paid (including direct rollovers)2010-12-31$55,851
Total plan assets at end of year2010-12-31$2,778,810
Total plan assets at beginning of year2010-12-31$2,460,266
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$44,230
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$3,067
Other income received2010-12-31$207,736
Net income (gross income less expenses)2010-12-31$318,544
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,778,810
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,460,266
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$119,362
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP

2014: CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: CLEMENT & WHEATLEY, A PROFESSIONAL CORP. 401(K) PSP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-029412
Policy instance 1
Insurance contract or identification numberGA-029412
Number of Individuals Covered34
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,255
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,255
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES INSURANCE GROUP, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-029412
Policy instance 1
Insurance contract or identification numberGA-029412
Number of Individuals Covered34
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,809
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,809
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-029412
Policy instance 1
Insurance contract or identification numberGA-029412
Number of Individuals Covered22
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,346
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,346
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-029412
Policy instance 1
Insurance contract or identification numberGA-029412
Number of Individuals Covered34
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,567
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-029412
Policy instance 1
Insurance contract or identification numberGA-029412
Number of Individuals Covered33
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,443
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,443
Insurance broker organization code?3
Insurance broker nameUVEST FINANCIAL SVCS GRP INC

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