401k Plan data: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST plan

MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST
Plan identification number	002

MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MENTER, RUDIN & TRIVELPIECE has sponsored the creation of one or more 401k plans.

Company Name: MENTER, RUDIN & TRIVELPIECE

Employer identification number (EIN): 760703288

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01 MITCHELL KATZ
002 2016-01-01 F. PAUL VELLANO, JR.
002 2015-01-01 F. PAUL VELLANO, JR.
002 2014-01-01 F. PAUL VELLANO, JR.
002 2013-01-01 F. PAUL VELLANO, JR.
002 2012-01-01 F. PAUL VELLANO JR.
002 2011-01-01 F. PAUL VELLANO JR.
002 2009-01-01 F. PAUL VELLANO JR.

Plan Statistics for MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
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 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 30
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 42
Number of participants with account balances 2017-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 30
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 12
Total of all active and inactive participants 2016-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 42
Number of participants with account balances 2016-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 32
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 16
Total of all active and inactive participants 2015-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 48
Number of participants with account balances 2015-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
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 13
Total of all active and inactive participants 2014-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 49
Number of participants with account balances 2014-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 35
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 16
Total of all active and inactive participants 2013-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 51
Number of participants with account balances 2013-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 38
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 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 54
Number of participants with account balances 2012-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 44
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 58
Number of participants with account balances 2011-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 39
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 52
Number of participants with account balances 2009-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2018: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
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	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	30
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	42
Number of participants with account balances	2017-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	30
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	12
Total of all active and inactive participants	2016-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	42
Number of participants with account balances	2016-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	32
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	16
Total of all active and inactive participants	2015-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	48
Number of participants with account balances	2015-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
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	13
Total of all active and inactive participants	2014-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	49
Number of participants with account balances	2014-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	35
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	16
Total of all active and inactive participants	2013-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	51
Number of participants with account balances	2013-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	38
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	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	54
Number of participants with account balances	2012-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	44
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	58
Number of participants with account balances	2011-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	39
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	52
Number of participants with account balances	2009-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2018 : MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$-11,073,767
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-464,622
Expenses. Total of all expenses incurred	2018-12-31	$5,337,167
Benefits paid (including direct rollovers)	2018-12-31	$5,345,892
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$16,875,556
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$232,542
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-948,524
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-5,801,789
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$16,875,556
Assets. Value of participant loans	2018-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$251,360
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$-8,725
2017 : MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$3,221,477
Expenses. Total of all expenses incurred	2017-12-31	$217,174
Benefits paid (including direct rollovers)	2017-12-31	$216,624
Total plan assets at end of year	2017-12-31	$16,875,556
Total plan assets at beginning of year	2017-12-31	$13,871,253
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$252,156
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$2,710,789
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$3,004,303
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$16,875,556
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$13,871,253
Assets. Value of participant loans	2017-12-31	$78,007
Total contributions received or receivable from employer(s)	2017-12-31	$258,532
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$550
2016 : MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,632,583
Expenses. Total of all expenses incurred	2016-12-31	$1,023,407
Benefits paid (including direct rollovers)	2016-12-31	$1,017,993
Total plan assets at end of year	2016-12-31	$13,871,253
Total plan assets at beginning of year	2016-12-31	$13,262,077
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$273,089
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$1,047,673
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$609,176
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$13,871,253
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$13,262,077
Assets. Value of participant loans	2016-12-31	$52,304
Total contributions received or receivable from employer(s)	2016-12-31	$311,821
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$5,114
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$300
2015 : MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$702,526
Expenses. Total of all expenses incurred	2015-12-31	$808,900
Benefits paid (including direct rollovers)	2015-12-31	$806,053
Total plan assets at end of year	2015-12-31	$13,262,077
Total plan assets at beginning of year	2015-12-31	$13,368,451
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$300,744
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$84,492
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-106,374
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$13,262,077
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$13,368,451
Assets. Value of participant loans	2015-12-31	$97,429
Total contributions received or receivable from employer(s)	2015-12-31	$317,290
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$2,372
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$475
2014 : MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,440,452
Expenses. Total of all expenses incurred	2014-12-31	$718,024
Benefits paid (including direct rollovers)	2014-12-31	$708,932
Total plan assets at end of year	2014-12-31	$13,368,451
Total plan assets at beginning of year	2014-12-31	$12,646,023
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$268,946
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$856,140
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$722,428
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$13,368,451
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$12,646,023
Assets. Value of participant loans	2014-12-31	$122,318
Total contributions received or receivable from employer(s)	2014-12-31	$315,366
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$8,523
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$569
2013 : MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$3,005,829
Expenses. Total of all expenses incurred	2013-12-31	$1,834,334
Benefits paid (including direct rollovers)	2013-12-31	$1,810,601
Total plan assets at end of year	2013-12-31	$12,646,023
Total plan assets at beginning of year	2013-12-31	$11,474,528
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$318,024
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$2,316,648
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,171,495
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$12,646,023
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$11,474,528
Assets. Value of participant loans	2013-12-31	$72,139
Total contributions received or receivable from employer(s)	2013-12-31	$371,157
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$23,371
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$362
2012 : MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$1,908,984
Expenses. Total of all expenses incurred	2012-12-31	$757,978
Benefits paid (including direct rollovers)	2012-12-31	$757,676
Total plan assets at end of year	2012-12-31	$11,474,528
Total plan assets at beginning of year	2012-12-31	$10,323,522
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$251,226
Contributions received from other sources (not participants or employers)	2012-12-31	$11,814
Other income received	2012-12-31	$1,282,306
Net income (gross income less expenses)	2012-12-31	$1,151,006
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$11,474,528
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$10,323,522
Assets. Value of participant loans	2012-12-31	$39,428
Total contributions received or receivable from employer(s)	2012-12-31	$363,638
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$302
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$479,657
Expenses. Total of all expenses incurred	2011-12-31	$443,074
Benefits paid (including direct rollovers)	2011-12-31	$401,687
Total plan assets at end of year	2011-12-31	$10,323,522
Total plan assets at beginning of year	2011-12-31	$10,286,939
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$372,298
Other income received	2011-12-31	$-282,074
Net income (gross income less expenses)	2011-12-31	$36,583
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$10,323,522
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$10,286,939
Assets. Value of participant loans	2011-12-31	$22,619
Total contributions received or receivable from employer(s)	2011-12-31	$389,433
Value of corrective distributions	2011-12-31	$41,246
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$141
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$1,959,650
Expenses. Total of all expenses incurred	2010-12-31	$160,552
Benefits paid (including direct rollovers)	2010-12-31	$151,697
Total plan assets at end of year	2010-12-31	$10,286,939
Total plan assets at beginning of year	2010-12-31	$8,487,841
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$372,994
Other income received	2010-12-31	$1,199,311
Net income (gross income less expenses)	2010-12-31	$1,799,098
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$10,286,939
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$8,487,841
Assets. Value of participant loans	2010-12-31	$49,160
Total contributions received or receivable from employer(s)	2010-12-31	$387,345
Value of corrective distributions	2010-12-31	$8,480
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST

2018: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 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	Yes
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: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 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: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 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: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 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: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 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: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 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: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MENTER, RUDIN & TRIVELPIECE, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MENTER, RUDIN & TRIVELPIECE
Employer identification number (EIN):	760703288
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator
002	2018-01-01
002	2017-01-01	MITCHELL KATZ
002	2016-01-01	F. PAUL VELLANO, JR.
002	2015-01-01	F. PAUL VELLANO, JR.
002	2014-01-01	F. PAUL VELLANO, JR.
002	2013-01-01	F. PAUL VELLANO, JR.
002	2012-01-01	F. PAUL VELLANO JR.
002	2011-01-01	F. PAUL VELLANO JR.
002	2009-01-01	F. PAUL VELLANO JR.