401k Plan data: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN plan

ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN
Plan identification number	001

ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 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.
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

ARONOWITZ & HELGESON, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ARONOWITZ & HELGESON, P.C.

Employer identification number (EIN): 840797587

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about ARONOWITZ & HELGESON, P.C.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2003-06-19

Company Identification Number: 20031199825

Legal Registered Office Address: 6785 Johnson St.

Arvada
United States of America (USA)
80004

More information about ARONOWITZ & HELGESON, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ROBERT ARONOWITZ 2024-10-14 ROBERT ARONOWITZ 2024-10-14
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT J. ARONOWITZ
001 2016-01-01 ROBERT J. ARONOWITZ
001 2015-01-01 ROBERT J. ARONOWITZ
001 2014-01-01 ROBERT J. ARONOWITZ
001 2013-01-01 ROBERT J. ARONOWITZ
001 2012-01-01 ROBERT J. ARONOWITZ
001 2011-01-01 ROBERT J ARONOWITZ
001 2010-01-01 ROBERT J ARONOWITZ
001 2009-01-01 ROBERT J ARONOWITZ

Plan Statistics for ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN

401k plan membership statisitcs for ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN

Measure Date Value
2023: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 2
Number of participants with account balances 2023-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2021: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Total of all active and inactive participants 2021-01-01 2
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
2020: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
2019: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
2017: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
2016: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
2014: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2023: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	2
Number of participants with account balances	2023-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2021: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Total of all active and inactive participants	2021-01-01	2
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
2020: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
2019: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
2017: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
2016: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
2014: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN

Measure	Date	Value
2023 : ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$368,753
Expenses. Total of all expenses incurred	2023-12-31	$439,974
Benefits paid (including direct rollovers)	2023-12-31	$316,000
Total plan assets at end of year	2023-12-31	$4,189,439
Total plan assets at beginning of year	2023-12-31	$4,260,660
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$123,974
Other income received	2023-12-31	$368,753
Net income (gross income less expenses)	2023-12-31	$-71,221
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,189,439
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,260,660
Assets. Value of real-estate (other than employer real property)	2023-12-31	$2,200,000
2021 : ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,070,289
Expenses. Total of all expenses incurred	2021-12-31	$159,908
Benefits paid (including direct rollovers)	2021-12-31	$147,000
Total plan assets at end of year	2021-12-31	$4,379,343
Total plan assets at beginning of year	2021-12-31	$3,468,962
Value of fidelity bond covering the plan	2021-12-31	$3,300,000
Other income received	2021-12-31	$1,070,289
Net income (gross income less expenses)	2021-12-31	$910,381
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,379,343
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,468,962
Assets. Value of real-estate (other than employer real property)	2021-12-31	$3,950,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$12,908
2020 : ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$3,450
Total income from all sources	2020-12-31	$286,342
Expenses. Total of all expenses incurred	2020-12-31	$159,537
Benefits paid (including direct rollovers)	2020-12-31	$158,000
Total plan assets at end of year	2020-12-31	$3,468,962
Total plan assets at beginning of year	2020-12-31	$3,345,607
Value of fidelity bond covering the plan	2020-12-31	$3,300,000
Other income received	2020-12-31	$286,342
Net income (gross income less expenses)	2020-12-31	$126,805
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,468,962
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,342,157
Assets. Value of real-estate (other than employer real property)	2020-12-31	$3,400,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,537
2019 : ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$3,450
Total plan liabilities at beginning of year	2019-12-31	$3,450
Total income from all sources	2019-12-31	$189,255
Expenses. Total of all expenses incurred	2019-12-31	$229,949
Benefits paid (including direct rollovers)	2019-12-31	$225,000
Total plan assets at end of year	2019-12-31	$3,345,607
Total plan assets at beginning of year	2019-12-31	$3,386,301
Value of fidelity bond covering the plan	2019-12-31	$3,300,000
Other income received	2019-12-31	$189,255
Net income (gross income less expenses)	2019-12-31	$-40,694
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,342,157
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,382,851
Assets. Value of real-estate (other than employer real property)	2019-12-31	$3,265,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,949
2018 : ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$3,450
Total plan liabilities at beginning of year	2018-12-31	$3,450
Total income from all sources	2018-12-31	$229,609
Expenses. Total of all expenses incurred	2018-12-31	$218,032
Benefits paid (including direct rollovers)	2018-12-31	$212,000
Total plan assets at end of year	2018-12-31	$3,386,301
Total plan assets at beginning of year	2018-12-31	$3,374,724
Value of fidelity bond covering the plan	2018-12-31	$3,300,000
Other income received	2018-12-31	$229,609
Net income (gross income less expenses)	2018-12-31	$11,577
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,382,851
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,371,274
Assets. Value of real-estate (other than employer real property)	2018-12-31	$3,265,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$6,032
2017 : ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$3,450
Total plan liabilities at beginning of year	2017-12-31	$3,450
Total income from all sources	2017-12-31	$383,713
Expenses. Total of all expenses incurred	2017-12-31	$175,811
Benefits paid (including direct rollovers)	2017-12-31	$164,000
Total plan assets at end of year	2017-12-31	$3,374,724
Total plan assets at beginning of year	2017-12-31	$3,166,822
Value of fidelity bond covering the plan	2017-12-31	$3,100,000
Other income received	2017-12-31	$383,713
Net income (gross income less expenses)	2017-12-31	$207,902
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,371,274
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,163,372
Assets. Value of real-estate (other than employer real property)	2017-12-31	$3,210,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$11,811
2016 : ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$3,450
Total plan liabilities at beginning of year	2016-12-31	$31,302
Total income from all sources	2016-12-31	$92,839
Expenses. Total of all expenses incurred	2016-12-31	$156,572
Benefits paid (including direct rollovers)	2016-12-31	$142,000
Total plan assets at end of year	2016-12-31	$3,166,822
Total plan assets at beginning of year	2016-12-31	$3,258,407
Value of fidelity bond covering the plan	2016-12-31	$3,100,000
Assets. Value of loans (other than to participants)	2016-12-31	$5,791
Other income received	2016-12-31	$92,839
Net income (gross income less expenses)	2016-12-31	$-63,733
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,163,372
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,227,105
Assets. Value of real-estate (other than employer real property)	2016-12-31	$3,017,135
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$14,572
2015 : ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$31,302
Total plan liabilities at beginning of year	2015-12-31	$39,749
Total income from all sources	2015-12-31	$400,727
Expenses. Total of all expenses incurred	2015-12-31	$154,422
Benefits paid (including direct rollovers)	2015-12-31	$142,000
Total plan assets at end of year	2015-12-31	$3,258,407
Total plan assets at beginning of year	2015-12-31	$3,020,549
Value of fidelity bond covering the plan	2015-12-31	$3,100,000
Other income received	2015-12-31	$400,727
Net income (gross income less expenses)	2015-12-31	$246,305
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,227,105
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,980,800
Assets. Value of real-estate (other than employer real property)	2015-12-31	$3,017,135
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$12,422
2014 : ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$39,749
Total plan liabilities at beginning of year	2014-12-31	$47,383
Total income from all sources	2014-12-31	$-228,782
Expenses. Total of all expenses incurred	2014-12-31	$161,596
Benefits paid (including direct rollovers)	2014-12-31	$150,000
Total plan assets at end of year	2014-12-31	$3,020,549
Total plan assets at beginning of year	2014-12-31	$3,418,561
Value of fidelity bond covering the plan	2014-12-31	$3,100,000
Other income received	2014-12-31	$-228,782
Net income (gross income less expenses)	2014-12-31	$-390,378
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,980,800
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,371,178
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2014-12-31	$697,339
Assets. Value of real-estate (other than employer real property)	2014-12-31	$2,785,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$11,596
2013 : ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$47,383
Total plan liabilities at beginning of year	2013-12-31	$54,175
Total income from all sources	2013-12-31	$259,342
Expenses. Total of all expenses incurred	2013-12-31	$146,100
Benefits paid (including direct rollovers)	2013-12-31	$134,000
Total plan assets at end of year	2013-12-31	$3,418,561
Total plan assets at beginning of year	2013-12-31	$3,312,111
Value of fidelity bond covering the plan	2013-12-31	$3,100,000
Assets. Value of loans (other than to participants)	2013-12-31	$697,339
Other income received	2013-12-31	$259,342
Net income (gross income less expenses)	2013-12-31	$113,242
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,371,178
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,257,936
Assets. Value of real-estate (other than employer real property)	2013-12-31	$2,480,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,100
2012 : ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$54,175
Total plan liabilities at beginning of year	2012-12-31	$61,224
Total income from all sources	2012-12-31	$272,692
Expenses. Total of all expenses incurred	2012-12-31	$127,920
Benefits paid (including direct rollovers)	2012-12-31	$116,800
Total plan assets at end of year	2012-12-31	$3,312,111
Total plan assets at beginning of year	2012-12-31	$3,174,388
Value of fidelity bond covering the plan	2012-12-31	$3,100,000
Assets. Value of loans (other than to participants)	2012-12-31	$622,624
Other income received	2012-12-31	$272,692
Net income (gross income less expenses)	2012-12-31	$144,772
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,257,936
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,113,164
Assets. Value of real-estate (other than employer real property)	2012-12-31	$2,480,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$11,120
2011 : ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$61,224
Total plan liabilities at beginning of year	2011-12-31	$67,919
Total income from all sources	2011-12-31	$207,964
Expenses. Total of all expenses incurred	2011-12-31	$120,848
Benefits paid (including direct rollovers)	2011-12-31	$110,400
Total plan assets at end of year	2011-12-31	$3,174,388
Total plan assets at beginning of year	2011-12-31	$3,093,967
Value of fidelity bond covering the plan	2011-12-31	$3,100,000
Assets. Value of loans (other than to participants)	2011-12-31	$555,914
Expenses. Other expenses not covered elsewhere	2011-12-31	$10,448
Other income received	2011-12-31	$207,964
Net income (gross income less expenses)	2011-12-31	$87,116
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,113,164
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,026,048
Assets. Value of real-estate (other than employer real property)	2011-12-31	$2,425,000
2010 : ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$67,919
Total plan liabilities at beginning of year	2010-12-31	$73,843
Total income from all sources	2010-12-31	$210,431
Expenses. Total of all expenses incurred	2010-12-31	$137,993
Benefits paid (including direct rollovers)	2010-12-31	$123,200
Total plan assets at end of year	2010-12-31	$3,093,967
Total plan assets at beginning of year	2010-12-31	$3,027,453
Value of fidelity bond covering the plan	2010-12-31	$3,100,000
Assets. Value of loans (other than to participants)	2010-12-31	$500,341
Expenses. Other expenses not covered elsewhere	2010-12-31	$14,793
Other income received	2010-12-31	$210,431
Net income (gross income less expenses)	2010-12-31	$72,438
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,026,048
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,953,610
Assets. Value of real-estate (other than employer real property)	2010-12-31	$2,425,000

Form 5500 Responses for ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN

2023: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2021: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ARONOWITZ & HELGESON, P. C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ARONOWITZ & HELGESON, P.C.
Employer identification number (EIN):	840797587
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2003-06-19
Company Identification Number:	20031199825
Legal Registered Office Address:	6785 Johnson St. Arvada United States of America (USA) 80004

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ROBERT ARONOWITZ	2024-10-14	ROBERT ARONOWITZ	2024-10-14
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ROBERT J. ARONOWITZ
001	2016-01-01	ROBERT J. ARONOWITZ
001	2015-01-01	ROBERT J. ARONOWITZ
001	2014-01-01	ROBERT J. ARONOWITZ
001	2013-01-01	ROBERT J. ARONOWITZ
001	2012-01-01	ROBERT J. ARONOWITZ
001	2011-01-01	ROBERT J ARONOWITZ
001	2010-01-01	ROBERT J ARONOWITZ
001	2009-01-01	ROBERT J ARONOWITZ